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SEBI RA: INH000020794 · AMFI ARN: 281897 · RAASB: 6692

Independent research · Regulated distribution

Start investing with a research desk behind you.

Mutual funds, model portfolios, PMS and insurance - from a SEBI-registered research analyst and AMFI-registered distributor in Pune.

Paperless · PAN and bank details · Usually active in 2-3 working days

Four regulated services, one relationship

Each runs under its own registration. Pick the one you need - or use all four.

AMFI ARN 281897

Mutual funds

Open a paperless account and invest - lump sum, SIP, STP or SWP - with every folio and instruction tracked in one place.

Start investing

SEBI RA INH000020794

Research & model portfolios

Three research-backed baskets with published weights, and a written rationale behind every rebalance.

See the portfolios

PMS APRN08220

Portfolio management

Discretionary mandates with SEBI-registered portfolio managers, held in your own demat. Distribution only, from Rs 50 lakh.

Compare approaches

Via BCIBL, IRDAI broker

Insurance servicing

Life, health, motor and business cover arranged, then tracked, renewed and supported at claim time.

How it works

Research and distribution are operated as distinct, independent activities. Research recommendations are not tied to the distribution of any product, and distribution does not constitute research advice.

Opening an account

Paperless, from your phone. No account opening fee and no minimum balance. Currently available to resident individuals applying singly.

  1. 01

    Verify your email

    A one-time code. Nothing is created until you enter it.

    Under a minute

  2. 02

    Complete your details

    Profile, bank, nominee, documents and a risk profile. Save and come back if you need to.

    About 10 minutes

  3. 03

    We review and file with BSE

    A person checks your application before it reaches the exchange.

    Same or next working day

  4. 04

    Authorise the BSE email

    BSE emails you a link directly. Click it and your account is live.

    Watch your inbox

How we operate

Reasoning you can audit

Every recommendation and rebalance carries the analyst name, the date and the required disclosures. You are meant to be able to disagree with us on the evidence.

We never hold your money

Payments go directly to the AMC or the exchange, and securities are held in your own name. We place and service instructions - nothing more.

A named person on your file

Reviews happen on a fixed cadence and are logged, so nothing depends on you remembering to chase us.

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.