Enabling financial freedom
Our journey
Hailing from the family of educationists, our journey started in 2017 from the academic understanding of the indian economic growth story which tempted us to work for financial literacy and financial freedom at large. We believe that investing is not merely a transaction but a thought-process immersed with emotions.
Governing principles
We believe in “सहज पके सो मीठा होय” philosophy and our working is governed by the following principles:
Clarity and Quality
Clarity of purpose and thoughts leads to focussed approach and focussed approach leads to quality. To imbibe this principle in our working style we eliminate the non performing mutual fund schemes and deal only in quality and performing mutual fund schemes. Presently, the mutual fund industry comprises around 46 fund houses with more than 2500 Schemes which makes it difficult for an investor to choose the mutual fund scheme best suitable for him. To address this issue we focus on high quality performing mutual fund schemes.
Be asset rich, cash rich but not debt rich
We believe that debt is a curse and a constraint in enabling financial freedom. One must create asset light source of income which is liquid so as to live rich instead of die rich.
Long term approach
Warren Buffet in one of his quotes mentioned that “the stock market is a device for transferring money from impatient to patient”. To imbibe this principle, we have adopted a long term approach by focussing on long tenure of investment instead of short term to benefit out of the market volatility.
Safety of Principal first
We tend to be rational and focus on the safety of the principal first instead of running after returns. This helps us in avoiding irrational exuberance. Although safety is not assured, the investment of the capital should be in a way that capital remains safe and in compliance with all regulatory requirements.
Services
We are a mutual fund distribution house dealing in following areas:
- Investor education and awareness about mutual fund schemes.
- Hand Holding in KYC documentation and onboarding of new investors.
- Facilitating online and offline transactions.
- Continuous monitoring and updates on fund performance to investors.
- Ongoing support in accounting and taxation related to mutual fund transactions only.
- We are empanelled with all the mutual funds and cater to all schemes and certain varied schemes are displayed for understanding and research purposes.
Mutual Funds
Pure Basics Of Mutual Funds
A Mutual Fund is a trust that collects money from investors and invests the proceeds in different asset classes like equity, bonds etc. An investor in a mutual fund scheme receives units which are in accordance with the quantum of money invested by him.
Myths Of Mutual Funds
There are few myths and misconceptions associated with investing in mutual fund schemes. Some of these notions have faded over time, as investor awareness has increased and it is imperative to dispel these myths as investments should not be made under wrong understanding or impressions.
Top large cap MF schemes
- ICICI Prudential Bluechip Fund
- HDFC Large Cap Fund
- Nippon India Large Cap Fund
- DSP Top 100 Equity Fund
- CanaraRobeco Bluechip/SBI Bluechip Fund
Mid cap Schemes
- ICICI Prudential Midcap Fund
- Nippon India Growth Fund
- Hdfc Mid Cap Opportunities Fund
- Tata Midcap Fund
- White Oak Capital Midcap Fund
- Mahindra Manulife Midcap Fund
Small Cap Schemes
- Mahindra Manulife Small cap Fund
- Tata Small Cap Fund
- Bandhan Small Cap Fund
- Nippon Small Cap Fund
- HDFC Small Cap Fund
- HSBC Small Cap Fund
- SBI Small Cap Fund
Sectoral/Thematic Schemes
- ICICI Prudential US Bluechip Equity Fund
- ICICI Prudential Infrastructure Fund
- Nippon India Power and Infra Fund
- Tata Resources and Energy Fund
- DSP Healthcare Fund
- Kotak Infrastructure and Economic Reform Fund
- LIC Infrastructure Fund
- DSP India Tiger Fund
- Nippon India Consumption Fund
- Kotak Pioneer Fund
- Tata Banking and Financial Services Fund
- Tata Digital Fund/Franklin India Technology
- Franklin India Opportunities Fund
- ICICI Prudential Pharma Healthcare and Diagnostics Fund
- Tata India Pharma and Healthcare Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Nasdaq 100 Index Fund
- Nippon India Nifty Small cap 250 Index Fund
Authorised Distributors
Risk factors
Investments in Mutual Funds are subject to market risks. Read all the scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Fund Schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio.
Reach Us
Phone Number
Address
CTS No 95, Commerz II, 4 B 3 & 4 590, Western Express Highway Oberoi Garden City Goregaon (East) Mumbai - 400063
