I operate exclusively as a Mutual Fund Distributor. My business qualifies for the exemption under Regulation 4(d) of the SEBI (Investment Advisers) Regulations, 2013. I do not charge direct advisory fees; my remuneration consists strictly of commissions paid by Asset Management Companies (AMCs).
I facilitate the distribution of the following regulated financial products to assist investors in achieving their financial goals:
Facilitating disciplined, recurring investments into equity, debt, and hybrid mutual funds for long-term wealth creation.
Distribution of tax-saving mutual fund instruments qualifying for deductions under Section 80C of the Income Tax Act.
Assisting clients in parking surplus capital into lower-volatility debt and liquid mutual funds for capital preservation.
Providing incidental guidance to help clients select mutual fund schemes that align with specific life goals such as retirement or education planning.