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Service

Mutual Funds & SIP

Our NISM Series V-A certified mutual fund distribution practice builds portfolios around your goals, not around whichever fund is trending this month.

What's included

  • SIP, STP and SWP set-up
  • Goal planning for education, retirement and home
  • Portfolio review every six months
  • Consolidated statements across AMCs

Why clients choose us for this

  • Paperless onboarding
  • Rebalancing alerts
  • One dashboard for the family
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Other services

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