Where you are, and what comes next
Senior engineer, listed employer, investing from monthly salary
Income is strong and time is short, so the simplest thing that works is a regular, automated investment.
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Mutual funds, executed online
Getting started
Onboarding and SIP setup are fully digital, so monthly investing can begin in a few days.
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Regular reviews and consolidated reporting
Every quarter
One statement for everything held through us, on the web and on your phone, with reviews of how the schemes are tracking.
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SIF mandate
Once the base crosses ten lakh
SIF carries a ten lakh minimum, so it can enter earlier than most structured options, once it fits the portfolio rather than dominating it.
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PMS and AIF, when the base can carry them
As the portfolio approaches one crore
Regulatory minimums are only eligibility. We introduce these options when the portfolio is large enough that no single product would dominate it.
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Global funds via GIFT City
For goals priced in dollars
Access to dollar denominated options, with the paperwork handled for you.
Mutual funds executed fully online; everything else handled for you, end to end. One consolidated view of all you hold, on the web and on your phone.