Grow
Mutual Fund Distribution
Regular plans across every major AMC — equity, debt, hybrid and index schemes, matched to your goal and your comfort with risk, not to a commission slab.
Services
Planning, investing, protecting and reviewing — the whole span of what an AMFI registered distributor can do for a family.
The full list
Every service, explained on its own page
Each page sets out what the service is, who it suits, what it costs, what could go wrong, and how to start. Read the ones that apply to you and skip the rest.
Build
SIP Investments
Start, step up, pause or stop a Systematic Investment Plan from ₹1,000 a month. One instruction, and the discipline runs itself.
Plan
Goal-Based Investing
A house, a wedding, a degree, a retirement. We put a number and a date on each one, then work out what it takes to get there.
Secure
Retirement Readiness
Build a corpus while you earn, then draw a monthly income from it through an SWP. The one goal nobody will lend you money for.
Future
Child Education Goal
Education costs climb faster than everything else. We size the bill for the year your child actually reaches it.
Save
Tax-Saving Investments
ELSS and other eligible options under Section 80C — chosen so the tax break is a by-product of a sound investment, not the reason for it.
Protect
Insurance Solutions
Term, health and general cover sized to what your family would actually need. Insurance is the subject matter of solicitation.
Global
NRI Investment Services
NRE and NRO route investing for non-residents who want to stay invested in India, with the KYC and paperwork handled end to end.
Specialised
SIF — Specialised Investment Fund
A SEBI-regulated category between mutual funds and PMS, with a wider mandate and a higher minimum.
Managed
PMS — Portfolio Management
A concentrated portfolio run by a SEBI-registered Portfolio Manager, held in your own demat account.
Borrow
Loans — Home, Car & Business
Home, car and business loans arranged through partner banks and NBFCs, without disturbing your investments.
How an engagement runs
From your first call to your first instalment
Step 01
Discovery call
Twenty minutes on the phone or at the office. What you're saving for, by when, and what a 20% fall would do to your sleep.
Step 02
KYC & onboarding
PAN, Aadhaar, bank proof and a nominee. Once your KYC is done it works across every AMC — upload documents here.
Step 03
Written proposal
A scheme mix with the category, the risk level, the expense ratio and the exit load written down next to each name.
Step 04
Review rhythm
A formal review at least once a year, and a call whenever something changes — a raise, a birth, a loan, a job move.
Shall we put a number on your goal?
Sit with us for a free, no-obligation conversation about your goals — at our New Garia office, or over a call at a time that suits you.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Past performance is not indicative of future results. Insurance is the subject matter of solicitation.
