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

Tax Planning

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

How we help with Tax Planning

Make full use of the tax deductions available to you, planned through the year instead of at the last minute. We explain options such as ELSS, NPS and health insurance under Sections 80C, 80CCD and 80D, so your tax saving also supports your goals.

What you get

  • Sections 80C, 80CCD and 80D explained
  • ELSS and NPS for tax saving
  • Old and new tax regimes compared
  • Planned through the year

Who it’s for

Taxpayers who want to make full use of deductions such as Section 80C and 80D, and plan them through the year instead of at the last minute.

Tax-saving basics Plain answers on ELSS, Section 80C and other tax-saving options in our FAQ. 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