Services
All services relate to mutual funds. I am a distributor, so investments are made in Regular Plans and I receive commission from the AMC; there are no separate fees.
MF account opening & KYC
Check your KYC status at the KRA, fix gaps through eKYC, and complete FATCA and nominee details.
SIP setup, step-up & mandate
Choose a SIP date after salary day, set up NACH or UPI AutoPay, and plan step-ups with your increments.
Risk profiling & scheme selection
A documented risk profile first. Scheme suggestions follow 1:1, limited to mutual funds.
Folio consolidation & CAS walkthrough
Read your Consolidated Account Statement together and tidy up scattered folios.
Nominee, FATCA & bank-mandate updates
Make sure your family can access your investments without running around.
Holdings review for existing investors
On request: we go through what you already hold on a call.
Tamil onboarding for parents
Patient, step-by-step help for elders, at home if needed.