Customised portfolio
One plan for all your money
Is this right for you?
- You have savings spread across many products and want one clear picture
- You are planning for a big goal: a home, education, retirement
- You want someone to keep an eye on your investments with you
Good to know
- Spreading money across different kinds of investment is the simplest way to reduce risk
- Your mix should change as you get closer to each goal
- Market-linked investments can go down as well as up
How we help
What working with us looks like
Understand you
Your income, goals, timeline and how much ups and downs you can live with.
Build the mix
A balance of growth, safety and protection across funds, deposits, bonds and insurance.
Review together
We revisit the plan as markets move and as your life changes.
How much do I need to start?
There is no fixed minimum for planning. Many mutual funds accept SIPs from small monthly amounts, so a plan can start small and grow with you.
Do I have to move all my existing investments?
No. We start by looking at what you already hold and only suggest changes where they help your goals.
How often is the plan reviewed?
We review it with you regularly, and whenever something important changes, such as a new job, a child, or a goal coming closer.
Other services
Mutual funds and SIPs
Equity, debt and hybrid funds, chosen with you and reviewed as markets change.
Learn more
Fixed deposits
Fixed deposits beyond your bank, with the terms and the issuer explained clearly.
Learn more
Bonds and debentures
Fixed-income options from rated issuers, for regular income or a steadier portfolio.
Learn more
Let your wealth flourish
Talk to us about customised portfolio
Message us on WhatsApp or call. We will listen first, then suggest a plan.