Our Services
Providing Guidance on Investments and Financial Strategies.
Systematic Investment Solutions - Retail
Our Systematic Investment Solutions offer flexible, no-lock-in monthly plans starting from INR 5000. Choose from the following options.
We charge no upfront fees—only a share of returns earned above the target, ensuring our success is aligned with yours. Here you will find the details of our offered services.
Annual SIP 50000
First month minimum investment (every year): INR 50000 up to INR 100000
Minimum monthly investment: INR 5000
Time frame: 5 years
Returns goal: Compared to index
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Annual SIP 100000
First month minimum investment (every year): INR 100000 up to INR 199999
Minimum monthly investment: INR 10000
Time frame: 5 years
Returns goal: Compared to index
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Annual SIP 200000
Annual investment: INR 200000 up to INR 499999
Time frame: 5 years
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Annual SIP 500000
Annual investment: INR 500000 up to INR 999999
Time frame: 5 years
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Annual SIP 1000000
Annual investment: INR 1000000 up to INR 2499999
Time frame: 5 years
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Short term parking solution
(Currently available only for Indian citizens including NRIs)
Short term parking 1000000
Investment value: INR 1000000 up to INR 2499999
Time frame: 180 days
Returns goal: Compared to index
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Short term parking 2500000
Investment value: INR 25 lakhs up to INR 50 lakhs
Time frame: 180 days
Returns goal: Compared to index
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Investment Solutions For HNIs & UHNIs
Fusion 1000000
Investment value: INR 1000000 up to INR 2499999
Time frame: 36 months with 6 months portfolio review
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Fusion 2500000
Investment value: INR 2500000 up to INR 4999999
Time frame: 36 months with 6 months portfolio review
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Fusion 5000000
Investment value: INR 5000000 up to INR 9999999
Time frame: 36 months with 6 months portfolio review
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Nivrutti Suvarna
(Currently available only for retired Indian citizens including NRIs, aged over 60 years)
Investment value: INR 1000000 up to INR 2499999
Time frame: 36 months with 6 months portfolio review
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals
Nivrutti Vajra
(Currently available only for retired Indian citizens including NRIs, aged over 60 years)
Investment value: INR 2500000
Time frame: 36 months with 6 months portfolio review
Returns goal: Compared to index, or, based on financial planning
Consulting fees: Charged only on returns over and above achievement of the index returns, or the preset goals