KAPIL C KATKORIYA

About Us

"We are an AMFI-registered financial distributor of mutual funds and other financial products, with vast experience in the financial industry and a large number of satisfied investors.

We offer a complete range of financial products and insurance on a single platform, helping and guiding you to choose the right financial products to successfully achieve your financial goals.

Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, Direct Equity, Fixed Deposits, Insurance etc at a single place.

Our Services

Mutual Funds

Equity/Smallcase

Life Insurance

Health Insurance

NPS

Bonds

FEATURES

Zero Paperwork

Seamless on-boarding, quick and simple

Monitor your Entire Portfolio

See your complete portfolio in a single place, in few clicks

Safe and Secure

Bank Grade Security

Zero Fees

We charge nothing from our Clients

Assistance for Asset Allocation

Get customized Asset Allocation

One Click Transact

In few clicks, Invest/Redeem/Insure, All in hassle-free manner.

Custom Baskets For You

Invest with Pre-Made Baskets

See All

Invest Towards a Goal

Emergency Fund

Investment for Children

Home

Wealth Building

Vacation

Retirement Planning

Multi Asset Investment App

Access anywhere, anytime

Transact seamlessly, switching between our app and website. Download the APP now

FINANCIAL CALCULATORS

Power of SIP Calculator

Use this calculator to see how small investments made at regular intervals (SIPs) can grow to a large figure over a period of time with power of compounding.

Calculate

GOAL SIP Calculator

Plan for your Goals by using this calculator to determine the monthly SIP investments you need to make to reach a particular goal over a period of time.

Calculate