Simple Plans. Global Wealth.

Build long-term wealth with expert guidance across Mutual Funds, Insurance, PMS, AIFs, Structured Products, SIPs and SWPs - all under one holistic plan designed for your goals and risk profile.

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ABOUT US

Your Partners in Goal-Based Wealth Creation

We help individuals and families move from scattered investments to a clear, structured wealth plan. Our advisory covers a wide range of solutions including Mutual Funds, Insurance, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Structured Investment Products, Systematic Investment Plans (SIP), and Systematic Withdrawal Plans (SWP).

Nexpats team collaborating on wealth planning
Funds

Top Performing Funds

Explore the funds which gives you better return with our guidance & support. Fund List 

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Goal Form

Start Your Investment Journey

our goals deserve more than guesswork. Let’s build a plan that fits you. Just answer a few simple questions — what you’re investing for, how much you can set aside each month, and when you want to reach your goal. We’ll create a custom mutual fund plan tailored to your needs.

What’s your goal?

Retirement Planning
Child Education
Marriage Planning
House Planning
Vacation Planning
Career Planning
Wealth Creation
Services

Explore What We Offer?

Investing made easy with smart and simple tools that break down complexity, give you real-time visibility into your portfolio, and let you invest with confidence.

Different Funds

Choose a right investment platform

With the same monthly amount, your money can grow slowly — or significantly. Compare popular investment options side by side and see how much more you can earn by choosing wisely.

Saving Account
7,00,454

Saving Account

(with 3% return)

Fixed Deposit
8,23,494

Fixed Deposit

(with 6% return)

Gold
9,74,828

Gold

(with 9% return)

Mutual Fund
13,93,286

Mutual Fund

(with 15% return)

Direct vs Regular

Know the Key Differences

Direct Plans

  • Investor manages everything on their own – from fund selection to portfolio review.
  • Lower expense ratio (no distributor commission).
  • Requires time, research, and confidence to manage on your own.
  • One-size-fits-all — no tailored advice or adjustments.
  • High chance of emotional decisions, panic exits, or inconsistency.
  • Around 40% of retail mutual fund assets are via direct plans.

Regular Plans

  • Full support from a qualified MFD – from selection to rebalancing.
  • Slightly higher expense ratio (includes MFD commission).
  • MFDs handle documentation, tracking, and even KYC.
  • Investment is tailored based on goals and market conditions.
  • MFDs help maintain discipline during market volatility.
  • Nearly 60% of investors prefer Regular plans for expert guidance.
FAQ

Frequently Asked Questions

Blogs

Our Latest News & Articles

Blog 1

24 Oct 2025

SIP vs. Lump Sum Investment: Which is Right for You?

Read More →
Blog 2

24 Oct 2025

Term Life vs. Whole Life Insurance: Understanding the Difference

Read More →
Blog 3

24 Oct 2025

Understanding Risk and Return in Investment

Read More →
Contact Agent

Call for Inquiry

9923203734

Send us email

divrutu@gmail.com

Start the

Conversation

From personalized advice to smart tools, our team is ready to help you move forward with clarity and confidence.