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.

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).

Financial Tools
Investing Made Simple
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.
Financial Calculators
Easily calculate SIP returns, retirement needs, loan EMIs, and more with our smart financial calculators.
Health Profile
Track and analyze your health metrics to make informed lifestyle choices.
Pay Premium Online
Quick and secure online premium payment facility for all your insurance policies in one place.
Useful Links
Explore curated financial links including government portals, regulatory bodies, and investment resources.
Risk Profile
Understand your investment risk appetite with our quick risk profiling questionnaire.
Fund Performance
Track and analyze the latest mutual fund performance to make informed investment decisions.
Financial Calculators
Easily calculate SIP returns, retirement needs, loan EMIs, and more with our smart financial calculators.
Health Profile
Track and analyze your health metrics to make informed lifestyle choices.
Pay Premium Online
Quick and secure online premium payment facility for all your insurance policies in one place.
Useful Links
Explore curated financial links including government portals, regulatory bodies, and investment resources.
Risk Profile
Understand your investment risk appetite with our quick risk profiling questionnaire.
Fund Performance
Track and analyze the latest mutual fund performance to make informed investment decisions.
Funds
Top Performing Funds
Explore the funds which gives you better return with our guidance & support. Fund List
No data available.
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?
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.
₹ 7,00,454
Saving Account
(with 3% return)
₹ 8,23,494
Fixed Deposit
(with 6% return)
₹ 9,74,828
Gold
(with 9% return)
₹ 13,93,286
Mutual Fund
(with 15% return)
Direct vs Regular
Know the Key Differences
Direct Plans
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Investor manages everything on their own – from fund selection to portfolio review. -
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Lower expense ratio (no distributor commission). -
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Requires time, research, and confidence to manage on your own. -
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One-size-fits-all — no tailored advice or adjustments. -
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High chance of emotional decisions, panic exits, or inconsistency. -
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Around 40% of retail mutual fund assets are via direct plans.
Regular Plans
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Full support from a qualified MFD – from selection to rebalancing. -
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Slightly higher expense ratio (includes MFD commission). -
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MFDs handle documentation, tracking, and even KYC. -
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Investment is tailored based on goals and market conditions. -
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MFDs help maintain discipline during market volatility. -
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Nearly 60% of investors prefer Regular plans for expert guidance.
FAQ
Frequently Asked Questions
Blogs
Our Latest News & Articles




Call for Inquiry
9923203734Send us email
divrutu@gmail.comStart the
Conversation
From personalized advice to smart tools, our team is ready to help you move forward with clarity and confidence.




