A SIP for every goal, not one big pot
Home, school fees, retirement. Each goal gets its own SIP, timeline and fund mix, so you always know what each rupee is for.
Shape is illustrative, not a performance record.
For 25–40Salaried professionals in Bengaluru, Mumbai, Pune and beyond
Pick a goal, move three sliders, and see the SIP it takes. Then let a mutual fund distributor help you choose the funds, handle the paperwork and review it with you as your salary grows.
- Units always in your name
- Paid by fund houses, disclosed upfront
- Reviews twice a year
Goal planner
IllustrationMonthly SIP₹0for 5 years
Your SIPsAssumed growth
Future cost₹0
You invest₹0
Assumed growth₹0
Illustration only, at an assumed 9% return, not a promise. Mutual fund returns vary and can be negative. Shorter goals usually suit lower-risk funds.
What we do
Six things we take off your plate
We are a mutual fund distributor. We help you choose funds for each goal, set them up correctly and keep them on track. You stay in control of every rupee.
Step-up SIPs
Raise your SIP by a set percentage each year, in line with your appraisal, without new paperwork.
Portfolio review from your CAS
Upload your Consolidated Account Statement. We map every folio, overlap and idle fund on one page.
Tax-saving with ELSS
Equity Linked Savings Schemes explained, with their 3-year lock-in, so you choose with eyes open.
Bonus? Use an STP
Park a lumpsum and move it into equity funds in steps with a Systematic Transfer Plan.
Paperwork, handled
KYC, nominee updates, bank mandate changes, address changes and the forms nobody enjoys. We fill them, you sign.
2 minutes · free
Free Financial Health Check
Eight quick questions on savings, emergency cash, cover and loans. You get a simple score and three things worth fixing first. No product pitch inside.
- Savings rate
- Emergency fund
- Insurance cover
- Loan load
- Goal readiness
The cost of waiting
Starting later means paying more each month
Same goal, same date. Here is what the monthly SIP looks like if you start today, or wait one, three or five years.
Your goal from the planner
GoalHome down payment
Cost today₹20 L
Years to goal5
Assumed return9%
Waiting 3 years adds, every month₹0
Change the goal
Monthly SIP needed
IllustrationStarting now is the gentlest path.
Illustration using the planner’s assumed return, not a promise. Actual returns vary; this shows the effect of time, not a forecast.
How it works
Four steps, about two weeks
1Day 1
A 20-minute call
Your goals, income and what you already hold. Bring your CAS if you have one; we explain how to download it.
2Week 1
Your goal sheet
One page per goal: SIP amount, timeline and a short list of funds we help you choose from, with reasons.
3Week 2
You invest, in your name
KYC and mandates done together. Money moves from your bank to the fund house; units are held in your name.
4Every 6 months
Review and step up
We check progress against each goal, suggest step-ups after appraisals and remind you before key dates.
Why a distributor
An app can buy a fund. It won’t call you before a goal date.
Here is what you get from working with us, and what it costs, plainly.
One person who knows your folios
No call centre. The same person, who remembers why each fund is there.
Help with the paperwork
KYC, nominations, mandates and transmission forms, filled and tracked.
Reviews and reminders
Twice-yearly reviews, step-up nudges, and a heads-up before goal dates.
How we are paid, upfront
We earn a commission from fund houses (AMCs) on regular plans; it is part of the scheme’s expense ratio, and you pay no separate fee to us. Direct plans have a lower expense ratio and no distributor commission, and you are always free to invest direct on your own. What you get with us is the service above.
FAQ
Straight answers
If your question is not here, ask it on the call. There are no silly ones about your own money.
Fund houses pay us a commission on regular plans, which is built into the scheme’s expense ratio. You do not pay us a separate fee. We share the commission rates for the schemes we suggest.
No. Money goes from your bank account directly to the fund house (AMC), and units are allotted in your name. We never collect cash or cheques in our own name.
No. It is an illustration using the return you choose. Real returns go up and down and can be negative. We use it to size a starting SIP, then review it with you.
Many schemes accept SIPs from ₹500 or ₹1,000 a month. Starting small and stepping up each year is a perfectly good plan.
Yes. SIPs can be paused or stopped. Some schemes charge an exit load if you redeem early, and ELSS has a 3-year lock-in; we tell you before you invest.
PAN, Aadhaar, a bank account in your name and a few minutes for online KYC. If you already invest, your CAS helps us see the full picture.
Talk to us
Book a 20-minute call
Tell us a goal and a good time. We call back on a working day.
- Call+91 90000 00001
- WhatsApp+91 90000 00002
- Office (placeholder)4B, Sample Tower, 100 Feet Road, Indiranagar, Bengaluru 560038
- HoursMon–Sat, 9:30 am – 7:00 pm
Request received in preview
Template preview: on the live site this becomes a lead in RevenuePilot with a call-back task.