Make your Money Work for you

Making a smart investment can make your financial life better and create long term wealth to fulfill all your dreams. However, optimal planning is a must to achieve your goals and ensure they are on track.

Investment Planning is one of the core activities of financial planning for creating long-term wealth and it takes care of the client's interest rather than resorting to aggressive selling tactics.

Remember, if you are making an investment decision today it will directly affect your future wealth. Personal biases often result in irrational investment decisions multiplying investor losses and opportunity losses to create wealth. Start your Investment Planning today. It's never too early or late to start planning.

Smart Picks Plan

Investment plan created by experts to invest with confidence
Detailed Risk Profiling
Asset Allocation Guide
Goal Planning
Up to 3 Personalized Stock Recommendations
Personalized Mutual Funds Recommendations
Direct Mutual Fund Plan
Strong Portfolio Creation
Handholding by Experts


Sample Financial Report

Investment Smart Picks Plan

Why you should subscribe?

Keep Investing Simple

About Plan

A simple, convenient, holistic, and cost-effective subscription plan curated by our experts.One-Stop investment solutions to ensure you achieve your dreams. As a trusted RIA, you will get 100% unbiased and personalized advice and review of your existing investments subject to the plan inclusion. The plan doesn't include any overnight riches or trading tips but independent and expert-backed wealth creation advice.

Asset Allocation

We advise suitable asset allocation across asset classes like Equity, Debt, Cash, and alternative investment based on your risk profiling, nearness of your goals, and market condition.

Achieve your Goals

Personal goals like your own home, child education, marriage, retirement, wealth creation, etc. gives you a reason to invest. We’ve got you covered with a customized plan.

Risk Management

We rebalance your portfolio periodically and align your asset mix and investments aiming to reduce the risk of not achieving your goals and ensure your plan is on track.


We discuss the recommendation based on the information collected from you. We are here to support you in your financial journey and glad to listen and address all your concerns before the implementation of the plan.

Peace of Mind

You can invest directly or through our online mutual fund investment platform partnered with the BSE Star Mutual Fund. You can do equity investments directly from your existing broker account.


Achieve what you dream with us


We provide a host of Smart features for simple, quick, and delightful investing like Risk Profiling, SIP, Goal-based Investing, Risk Management, Portfolio Rebalancing, and many more.


We recommend the best performing funds and durable instruments with solid fundamentals and time tested investing principles to build a well-rounded portfolio and create long-term wealth for our clients.


As trusted RIA, our advice is 100% unbiased and independent. We don't accept any commission and take a nominal advisory fee from our clients. We work for you hence our advice is completely aligned with your interests and financial goals.


We deploy bank-grade security with encryption. Your Mutual and Equity investments are safe with AMC and in your broker account and never pass through our bank account even during fund transfer.


We believe that investing should be a delightful experience just like any other online shopping experience. Therefore, we are working continuously to develop a one-stop investment solution platform that gives access to a wide range of investment products and services for a hassle-free investing experience.

When you invest you are buying a day you don't have to work

Talk to our experts now