01Who it's for
First-time investors
Parents saving for education
Anyone with idle money in a savings account
02Eligibility
Completed KYC
Indian resident or NRI
Bank account for the mandate
No minimum income
03Documents needed
PAN and Aadhaar
Cancelled cheque
KYC form
Nominee details
Scope of work
What I handle for you
Not a product list — the specific work that happens once you say go.
01Goals with dates and amountsSchool fees in 2032, a house in 2035 — each goal gets its own funds and its own monthly figure.
02Funds matched to the timelineMoney needed in three years does not belong in equity. That one decision prevents most losses.
03Reviewed once a yearWe check whether each goal is ahead or behind and adjust the amount, instead of reacting to the news.
04Withdrawal planned for taxWhen you do need the money, the redemption is sequenced so capital gains tax stays as low as it legally can.
Mutual fund calculator
₹ 5,000
15 years
Assumes 12%* annual growth. Market returns are never guaranteed — this is arithmetic, not a promise.
Frequently asked
Are returns guaranteed?+
No. Market-linked investments rise and fall. What I can do is match the fund's risk to your goal's timeline so you are not forced to sell at the wrong moment.
What does advice cost me?+
Nothing directly — regular plans pay a trailing commission from the fund house. Direct plans are cheaper but come without the hand-holding; I will explain both.
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