Most PopularMutual Funds
Equity, debt and hybrid schemes selected against your goal and horizon, reviewed every quarter.
- SIP or lumpsum
- Goal-linked
Products
Everything you need to build and protect wealth.
A single desk for investments, insurance, private markets and credit. Choose a category to see what we offer, how it works and who it suits.
- Products across 4 categories
- 17
- Advisor who knows your plan
- 1
- Cost for the first consultation
- 0
Investments
Market-linked and fixed-income options for growth, income and tax planning.
Most Popular
Corporate FDs
Fixed deposits from rated companies for predictable payouts over a defined term.
- Fixed return
- Rated issuers
Bonds
Government, PSU and corporate bonds for steady interest income and portfolio stability.
- Regular income
- Secondary market
NPS
Retirement account with a choice of fund managers and an additional tax deduction under 80CCD(1B).
- Retirement
- Tax benefit
PMS
Discretionary portfolios run by professional managers, for investors above the regulatory minimum.
- ₹50L minimum
- Managed
Equity & Shares
Direct equity execution and research support through our broking partners.
- Direct equity
- Research-led
Digital Gold & Silver
Buy, hold and sell gold and silver digitally, without the making charges or storage of physical metal.
- From ₹1
- No storage
Insurance
Cover for income, health and assets, sized to what your family actually needs.
EssentialHealth Insurance
Family floater and individual plans compared on network hospitals, room limits and claim record.
- Cashless
- Family floater
Must HaveTerm Insurance
Pure life cover at the lowest cost per rupee insured, with rider options for critical illness.
- Income protection
- Riders
General Insurance
Motor, home, travel and shop cover placed with insurers that settle claims cleanly.
- Assets
- Annual
Life Insurance
Endowment, guaranteed-return and ULIP structures for long-term savings with cover attached.
- Long term
- Guaranteed options
Real & Private Investments
Less liquid, longer-horizon allocations for portfolios that can hold them.
Real Estate
Residential and commercial opportunities with rental yield and exit assumptions written down up front.
- Yield
- Long horizon
Private / Startup Equity
Own a stake in high-potential startups before they list, through vetted partner platforms.
- Early stage
- Illiquid
Loans
Credit arranged against income or existing assets, without disturbing your investments.
Personal Loan
Unsecured funds for a medical bill, wedding or renovation without touching your investments.
- No collateral
- Quick approval
Loan against Securities
Borrow against mutual funds or shares and stay invested while you meet a short-term need.
- Stay invested
- Overdraft
Home Loan
Rate and tenure comparison across lenders, plus help with balance transfer of an existing loan.
- Balance transfer
- Multi-lender
Loan against Property
Raise working or personal capital against residential or commercial property you already own.
- Secured
- Higher ticket