YOUR TRUSTED MUTUAL FUND DISTRIBUTOR

EXPERIENCE A SMART AND HASSLEFREE FINANCIAL JOURNEY

What are your financial Needs ?

“Invest Ka Sathi: Your trusted partner for smart and safe investing. Find experienced and authorised expert advice, strategies, tips and resources to grow your wealth and achieve long-term financial goals and freedom.”

i just started earning so i invest early

I have just

STARTED EARNING

I’m thinking of

MY CHILD’S FUTURE

i want corpus for my child's future
i want my own home

I want

own a home

I want to

FULFILL MY DREAMS

i want to fulfill my dreams
invest early

I’m an

EARLY INVESTOR

I’m preparing

to RETIRE

i am preparing to retirement

Get personalised guidance

from an experienced mutual fund distributor !

Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

plan a Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes

PLAN

Get customized advice across
investments, goals, expenses, insurance,
loans, estate planning, and taxes

Implement your customized advice by buying all the recommended financial products on one single platform

EXECUTE

Implement your customized advice by
buying all the recommended financial
products on one single platform

Track your journey and review/rebalance your investments to make sure they are aligned with your goals

MANAGE

Track your journey and review/rebalance
your investments to make sure
they are aligned with your goals

Product Basket

If you are looking for the right financial product, you are at the right place.
Starting from mutual funds to insurance and from real estate to other financial products, we have them all.
You can select your financial investment products as per your requirements.

a bag of money with a rupee symbol

Mutual Funds

Your single point access to virtually all mutual fund schemes from all fund houses in the market

a graph with a red arrow

Capital Market

With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity

a red yellow and blue target with a blue arrow in center

Fixed Income

Get easy access to diverse debt products from the of the leading companies, institutions in India

a pie chart with different colored circles

PMS

We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.

a yellow house with a red roof

REAL ESTATE

Get access to exclusive opportunities for investment /consumption in Real Estate.

hands holding a red first aid kit

INSURANCE

Experience quality risk advisory and management services with our insurance solutions

OUR PHILOSOPHY

RIGHT PEOPLE TO PARTNER

VALUE ADDED SERVICES

RICH PRODUCT BASKET

CLIENT CENTRIC APPOROACH

our philosophy
a person holding a phone

contact us