Goal-based SIPs for families across Telangana, Andhra Pradesh, Tamil Nadu and NRIs. Every investment starts with KYC validation, nominee audit and portfolio hygiene — before a single rupee moves.
A frozen KYC blocks redemptions exactly when your family needs money. A missing nominee turns transmission into an 18-month court process. Old folios and physical shares quietly drift into IEPF. We audit all of this before recommending any SIP — because a clean portfolio is a safe portfolio.
Named, dated, funded goals — daughter's college, your retirement, the home down-payment. Each gets its own SIP calibrated to beat inflation over its specific horizon.
ARN-309076 · All AMCsKYC status, nominee validation, fund-overlap analysis and transmission readiness — done before any new SIP is suggested. Complimentary.
Free · ComplimentaryRejected, on hold or pending? We resolve PAN-Aadhaar mismatches, outdated address proof and unlinked mobiles — digitally, in 2–3 working days.
SEBI KYC Norms 2025NRE/NRO linking, FEMA-compliant SIP setup, video KYC entirely from overseas. US/Canada FATCA constraints advised upfront.
FEMA · NRE / NROUnclaimed shares or dividends in IEPF? We guide Form IEPF-5, document preparation and the Nodal Officer submission. One family recovered ₹18 lakhs this way.
IEPFA · MCA PortalWhen a family member passes, we guide survivors through the simplified 2025 SEBI transmission process — death certificate, KYC and RTA coordination, handled with care.
SEBI 2025 Transmission Rules15-question behavioural self-assessment. Understand your investor DNA before selecting any fund.
KYC status, nominee check, fund overlap and transmission readiness — one review.
Digital KYC over a brief video call. No physical forms, no branch visits.
NACH mandate, fund selection and first SIP — all digital, within 48 hours.
Start with the free hygiene audit — KYC, nominees and old folios checked before any SIP.
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