Continue to the transaction-ready fund list.
Invest online through the existing platform used for mutual fund transactions and related investor servicing.
Open Fund Access
Client solutions
Investment and protection solutions for different goals and risk profiles.
Explore mutual funds, broader investment products, planning calculators and insurance support through a clear structure built for informed decision-making.
Mutual funds
Mutual fund access supported by investor suitability and product understanding.
Understand mutual fund investing with clarity.
Read the mutual fund introduction for a clearer understanding of pooled investing, risk labels and long-term portfolio building.
Read the Guide| Riskometer label | Suitable investor type | Investor profile |
|---|---|---|
| Low | Conservative | Prioritises capital preservation and is willing to accept modest returns. |
| Moderately Low | Moderately Conservative | Accepts measured risk for improved medium- to long-term outcomes. |
| Moderate | Moderate | Comfortable with balanced fluctuations for relatively better growth potential. |
| Moderately High | Moderately Aggressive | Prepared for sharper volatility in pursuit of higher upside. |
| High / Very High | Aggressive / Very Aggressive | Targets long-term capital appreciation with a high tolerance for fluctuation. |
Other investment products
Additional investment options for income, diversification and tax planning.
Fixed-income and capital planning options
Corporate deposits, fixed maturity plans, 54EC bonds and debenture-related information remain available for investors seeking broader allocation choices.
- Corporate deposits for investors seeking fixed-return oriented parking options.
- FMP education for short- to medium-term debt allocation conversations.
- 54EC and tax-sensitive planning references for capital-gains discussions.
- Debenture education to support broader fixed-income understanding.
Equity and market visibility
Indices, gainers, losers, commodity movements and forex trends help provide market context for broader investment discussions.
- Indices help anchor the broader market view.
- Relative gainers and losers help support client discussion, not speculation-first design.
- Commodity and forex snapshots remain useful context for risk and sentiment.
Financial calculators
Goal-based planners plus a full in-house calculator suite.
Open all calculators and investor applications
Use the local calculator suite for SIP, goal planning, inflation, retirement, step-up SIP, SWP and related investor tools.
Open Tools & ApplicationsChildren's Education
Estimate the future corpus required for education funding and shape the investment path accordingly.
Open CalculatorMarriage Planning
Project an event-linked corpus target and plan a disciplined long-term contribution route.
Open CalculatorRetirement
Think in terms of future income needs, inflation and corpus sustainability rather than only product selection.
Open CalculatorWealth Creation
Use a dedicated corpus-building tool for long-horizon wealth planning and milestone mapping.
Open Calculator
Insurance support
Protection planning alongside investment strategy.
Protect income, dependants and longer-term family plans.
Protect income, family responsibilities, liabilities and long-term legacy plans with structured insurance support.
Health, motor, travel, home and corporate cover support.
Health, motor, travel, home and corporate insurance support is available for clients seeking broader risk coverage.
Stay close to claims, comparison and process support.
Policy selection, documentation and servicing support remain connected to the firm’s broader client service process.