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.”
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I have just
STARTED EARNING
I’m thinking of
MY CHILD’S FUTURE
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I want
own a home
I want to
FULFILL MY DREAMS
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I’m an
EARLY INVESTOR
I’m preparing
to RETIRE
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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.
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PLAN
Get customized advice across
investments, goals, expenses, insurance,
loans, estate planning, and taxes
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EXECUTE
Implement your customized advice by
buying all the recommended financial
products on one single platform
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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.
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Mutual Funds
Your single point access to virtually all mutual fund schemes from all fund houses in the market
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Capital Market
With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity
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Fixed Income
Get easy access to diverse debt products from the of the leading companies, institutions in India
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PMS
We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.
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REAL ESTATE
Get access to exclusive opportunities for investment /consumption in Real Estate.
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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
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