Investments
Every major investment instrument, reviewed together as one portfolio — unbiased, multi-provider, and matched to your actual goals.
Mutual Funds
Curated funds across equity, debt, and hybrid categories, matched to your goals and reviewed for drift. Whether you are starting a SIP or consolidating an existing portfolio, the focus is on the right funds — not the ones a single distributor is pushing that quarter.
Suits: goal-based investors at every level — from first SIP to large portfolios.
Get a free reviewDirect Stocks
Direct equity guidance built on fundamentals and research, not tips. Position sizing, sector balance, and a review cadence that keeps your equity sleeve aligned with your risk appetite.
Suits: investors who want equity exposure beyond funds, with a disciplined process.
Get a free reviewWealthcase
A curated basket of high-performing stocks, built and tracked for you. One decision instead of twenty — a professionally assembled portfolio with ongoing monitoring and rebalancing.
Suits: busy professionals who want direct-equity returns without day-to-day management.
Get a free reviewBonds
Fixed-income instruments offering predictable, contractual returns — government bonds, corporate bonds, and debentures across tenures and issuers, compared on yield, credit quality, and liquidity.
Suits: investors seeking steady income and capital stability in their portfolio.
Get a free reviewFixed Deposits
Bank and corporate FDs compared across providers for the best combination of rate, safety rating, and tenure fit — so idle money stops earning below its potential.
Suits: conservative allocation and near-term goal parking.
Get a free reviewGIFT City Products
USD-denominated mutual funds, PMS and AIFs domiciled in India's International Financial Services Centre. Useful for global equity, fixed-income or multi-asset exposure without the operational friction of opening overseas brokerage accounts. Structures are compared for currency risk, tax treatment (including any Section 10 benefits), liquidity and alignment with FEMA/LRS rules.
Suits: NRIs, OCIs and resident investors seeking clean, regulated international diversification alongside their domestic holdings.
Get a free reviewSIF (Specialized Investment Funds)
The regulated middle layer between mutual funds and PMS. SIFs allow more flexible strategies (including limited long-short exposure) inside a mutual-fund-like structure with a lower entry point than PMS. Funds are shortlisted for strategy clarity, risk controls and fit with the rest of your portfolio — never because one AMC is currently pushing them.
Suits: investors who have outgrown plain mutual funds but are not yet ready for a full PMS mandate (minimum typically ₹10 lakh).
Get a free reviewPMS (Portfolio Management Services)
Discretionary or non-discretionary portfolios built around your specific mandate, risk tolerance and tax situation. Managers and strategies are evaluated for consistency of process, concentration limits, turnover and after-fee outcomes — not for the size of the distribution commission. Ongoing review focuses on style drift and whether the mandate still matches your life stage.
Suits: HNIs and NRIs with ₹50 lakh+ who want higher customisation and direct ownership of securities.
Get a free reviewAIF (Alternative Investment Funds)
Access to Category I, II and III strategies — private equity, private credit, real estate, long-short, and other alternatives — selected for genuine portfolio diversification rather than the flavour of the quarter. Structures, lock-ins, fees and manager track records are compared side-by-side so the allocation sits correctly beside your listed equity and fixed-income holdings.
Suits: HNIs and family offices seeking differentiated return streams and willing to accept lower liquidity and higher minimums (typically ₹1 crore+).
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