EXPERIENCE A SMART AND HASSLEFREE FINANCIAL JOURNEY

What are your financial Needs ?

“Invest Ka Sathi: Your trusted partner for smart and safe investing. Find experienced and authorised expert advice, strategies, tips and resources to grow your wealth and achieve long-term financial goals and freedom.”

I have just

STARTED EARNING

I’m thinking of

MY CHILD’S FUTURE

I want

own a home

I want to

FULFILL MY DREAMS

I’m an

EARLY INVESTOR

I’m preparing

to RETIRE

Get personalised guidance

from an experienced mutual fund distributor !

Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

PLAN

Get customized advice across
investments, goals, expenses, insurance,
loans, estate planning, and taxes

EXECUTE

Implement your customized advice by
buying all the recommended financial
products on one single platform

MANAGE

Track your journey and review/rebalance
your investments to make sure
they are aligned with your goals

Product Basket

If you are looking for the right financial product, you are at the right place.
Starting from mutual funds to insurance and from real estate to other financial products, we have them all.
You can select your financial investment products as per your requirements.