Are you a SEBI-registered investment adviser? +
We operate as an AMFI-registered mutual fund distributor (ARN-264321) and provide research-led guidance. Where a service constitutes regulated investment advice, the basis of the engagement is disclosed in writing.
How are you paid? +
For regular mutual fund plans we may earn distributor commission; for direct plans and certain advisory engagements the arrangement is agreed and disclosed up front. Our fund selection follows the research either way.
Do you take custody of my money? +
No. Investments are made in your own accounts and folios. We advise, structure and report; control of the money stays with you.
What is the minimum to start? +
There is no fixed minimum to begin a SIP. We will tell you honestly whether a full advisory engagement is worthwhile at your current stage.
Do you work with institutions and trusts? +
Yes. We run treasury, corpus and investment-policy mandates for companies, LLPs, NGOs, trusts, schools, hospitals and societies.
How often will my portfolio be reviewed? +
At least quarterly for advisory clients, with rebalancing prompts whenever your allocation drifts from target or your circumstances change.
Is my data kept private? +
Yes. Personal and financial information you share is used only to serve your engagement and is handled per our privacy policy.
Where are you based? +
We are based in Dakshineswar, Kolkata, and work with clients across India.
