AMFI-registered Mutual Fund Distributor · ARN-295056
Our services

Retirement Planning

Professional, personal guidance tailored to your income, goals and risk profile.

How we help with Retirement Planning

Work out the income you will need after you stop working, and how to build it. The earlier you start, the easier it gets. We bring NPS, PPF, EPF and mutual funds together in one plan that allows for inflation and healthcare costs.

What you get

  • Retirement corpus estimate
  • NPS, PPF and EPF in one plan
  • Inflation-adjusted planning
  • Pension and annuity options explained

Who it’s for

Salaried and self-employed people who want one retirement plan that brings NPS, PPF, EPF and mutual funds together and allows for inflation and healthcare costs.

Open or top up NPS online Open a National Pension System account or add money to your existing one, and see the Section 80CCD tax benefits. Read the answers
Your money, your name

Simple safeguards on every investment

Whichever service you choose, these rules never change.

Read our registrations and disclosures
  • Held in your own name

    Every investment is made in your name, directly with the fund house.

  • Paid to the fund house

    Money goes from your bank straight to the fund house. Never cash, never a personal account.

  • No OTPs or passwords

    We will never ask for your OTP, PIN or login passwords.

  • KYC through KRAs

    KYC is completed through SEBI-registered KYC Registration Agencies (KRAs).

How we are paid

We are an AMFI-registered mutual fund distributor. We are paid by the mutual fund houses (AMCs) as commission on investments made through us in the regular plans of their schemes. You do not pay us any separate fee. The commission is part of the scheme’s expense ratio, which is shown in the scheme documents.

Free initial consultation

Ready to get started?

Book a free consultation and let’s find the right financial solution for you.

Ritesh Kumar Before you go

Have a question about your money?

Talk it through with Ritesh Kumar in a free 30-minute consultation, in person, online or by phone.

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AMFI-registered Mutual Fund Distributor · ARN-295056