Low FeesMarket Portfolio 0.25% p.a, Long Term 1% p.a, Momentum 1% p.a No entry or exit loads. No performance fees. With taxes, brokerage and demat costs expect 0.4% to 1.4%.
AdaptiveFar ahead of your goals? Dial risk down to keep it that way. Lagging behind? Let us add some equity for long-term growth.
Tax PlanningOptimized for post-tax returns. Where permitted, losses harvested to offset taxable capital gains.
PersonalizedRetirement, kid’s education, annual holidays or no goals. We’ve got you covered with a personalised plan.
Risk ManagementAll stocks are risky. We glide between equity and debt to make sure your goals are on track.
On-Demand ReportsFull transparecy through a web app. Get up to date performance reports, portfolio details and tax-statements.
Debt & EquityEquity for every risk profile. Debt, short-duration portfolio through lowest-fee direct plans.
Peace of MindStocks and funds in a demat account in your name. Annual audits, custodian oversight, SEBI regulated.