Questions, answered simply.
New to investing? Start here. If your question isn't below, just ask us.
How do I get started?
Fill the enquiry form, call us or send a WhatsApp message. We set up a free first meeting, in person in Pune or on a video call, to understand where you stand today. There is no obligation.
I know nothing about investing. Is that okay?
Completely. Many of our clients started with us. We explain everything in simple words, and no question is too basic.
How much money do I need to start?
You can start a mutual fund SIP with as little as ₹500 a month. There is no minimum amount to talk to us.
Do you only work with clients in Pune?
No. We meet clients in person in Pune and work with clients across India and abroad over phone and video calls.
Is my money safe? Do I give it to you?
Your money goes directly from your bank account to the fund house or insurance company, never to us. Every investment is held in your own name.
Can I take my money out whenever I want?
Most mutual funds can be withdrawn in a few working days. Some products have a lock-in period or an exit charge, and we always tell you about these before you invest.
What is a risk profile?
A short set of questions about your income, goals and how you feel when markets fall. It tells us how much risk is right for you, and every recommendation we make is based on it.
How are you paid?
[To confirm with partners: e.g. we earn a commission from fund houses and insurers as a registered distributor, disclosed upfront. There is no separate fee for the first meeting.]
I live abroad. Can you help me invest in India?
Yes. We help NRIs with KYC, investing through NRE/NRO accounts and regular reviews over video call and WhatsApp.
Can I see my investments online?
Yes. Every client gets a login to our client portal, where you can see all your investments in one place. Use the Client Login button at the top of the page.
Still have a question?
Call, WhatsApp or send us a message. We're happy to explain.