1. What is a SEBI Registered Investment Advisor (RIA)?
A SEBI Registered Investment Advisor (RIA) is a firm or individual who provides investment advice and/or financial planning services for clients and is registered with SEBI.
No. We do not take custody of client funds. All investments go directly to AMCs through MF Utility or the client’s chosen platform. Execution is optional; you may invest independently.
4. What is the minimum amount of investment needed to avail your services?
There is no minimum investment requirement, in line with our firm's mission.
5. If I have used your transaction services, will I be dependent on your firm to transact?
You will retain full control over your investments. You can transact by:
Asking us to place the order (requires OTP approval)
Using our app or website
Using MF Central
Accessing the AMC portal
Using CAMS or KFintech RTA websites
6. What if I want to discontinue your services?
You may discontinue anytime by informing us in writing. All your investments remain in your control under the Direct plan. No future advisory fees will be charged, and we will ensure a smooth exit process.
7. What are your fees and how do I pay them?
Our fee details are listed in the “Services” section of the website. We offer:
Payment via BSE's Centralized Fee Collection Mechanism (CeFCoM)