Thirty minutes, free. Tell us where you are with your money, and we will show you how mutual fund investing works with us: the plan, the costs and how we are paid. Choose a phone call or an online meeting, pick a time, and you get a confirmation email straight away.
What happens next
- You choose phone or online, pick a time and send your details.
- You get a confirmation email with the details and a calendar file. For an online meeting it has the Google Meet link. For a phone call, we call the number you gave.
- We talk for 30 minutes: your situation, how we work and what it costs. There is no obligation, and if we are not the right fit, we will say so.
What we cover
- Your goals and timeline, in plain language
- How SIPs and lump sums work, and what each costs
- Direct and regular plans, and how we are paid on each
- What setting up in your own name involves: KYC, folios and SIP mandates
What we do not do
- Give stock tips or promise returns
- Hold or move your money
- Act as a SEBI-registered Investment Adviser. We are not one.
Frequently asked questions
Is the consultation really free?
Yes. There is no charge for the call and no obligation to invest. We explain how we are paid before you decide anything: fund houses pay us a commission on regular plans, and direct plans carry no commission.
Do I need to prepare anything?
No. Bring your questions, and a recent statement if you already invest. Please do not share your PAN, Aadhaar, bank details or any OTP by email or on the call.
Can I change or cancel my booking?
Yes. The confirmation email has a link to cancel. After cancelling you can pick a new time.
Which time zone are the times in?
India time (IST). If you are outside India, the page also shows each time in your own time zone after you pick it.
Will you ask me to send money?
No. We never ask you to transfer money to us and we never hold your money. Your units stay in your own folios.