Understand your options
Learn how SIPs and lump-sum investments work, and what to review in a scheme’s objective, costs and risk disclosures.
Mutual fund basicsFor individuals and families
Investing in mutual funds
Get help starting or consolidating your mutual fund investments. Once you invest with us, a dedicated relationship manager helps you keep track of your holdings and service your folios.
- Assets under distribution
- ₹400 crore
- Clients served
- 700+
- Years in mutual fund distribution
- 21+
Firm-wide figures reported by Renuka Jain in November 2026. Assets under distribution are approximate.
Investor services
Get started or manage your folios
Explore your goals
Use nine calculators to see how changing your contributions, time horizon or other assumptions affects an illustration.
Open calculatorsAccess your investments
View your portfolio through the existing portal or the Renuka Jain app. Your dedicated relationship manager helps with portfolio statements, nominations and folio updates.
Download the appTalk to the team
Ask about opening a folio, updating an existing one or finding the right fund-house contact.