Mutual funds, selected like an institutional portfolio.

What you get

• Goal mapping — Every fund tied to a specific objective (retirement, education, FIRE, downpayment).
• Asset allocation plan — Equity, debt, hybrid and international split based on your risk profile.
• Curated scheme list — 4–8 funds. Not 20. Concentration where it earns conviction.
• SIP, STP, SWP execution — Set up and managed end-to-end on AssetPlus.
• Quarterly reviews — Rebalancing, switch recommendations, tax-harvest opportunities.
• Annual deep-dive — Full portfolio audit with a written plan for the next 12 months.

Categories we cover

Equity

Large-cap, flexi-cap, mid-cap, small-cap, sectoral and thematic — used surgically based on the cycle and your existing exposure.

Debt

Liquid, ultra-short, short-duration, corporate bond, gilt and dynamic bond funds — placed by duration view and your liquidity needs.

Hybrid

Balanced advantage, multi-asset and conservative hybrid — useful for new investors and those nearing goal dates.

International

US-focused and global thematic funds. This is where our international research lens earns its keep — knowing when to lean in and when to step back.

ELSS

Tax-saving (Section 80C, old regime) without compromising on long-term returns.

How we charge

You pay nothing to us directly. AMCs pay distributor commissions out of the scheme's expense ratio, which is the same whether you invest via us or directly. The difference is that with us you also get research, planning and reviews.

Onboarding

1. Free 30-minute discovery call.
2. Fill the onboarding form or use the AssetPlus quick-start.
3. KYC verification (paperless, ~10 minutes if Aadhaar-linked).
4. Receive your written plan within 3 business days.
5. Execute SIPs / lump sums. Sit back. Review every quarter.

Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns.