Mutual Funds

Mutual Fund service designed for new and seasoned investors to build long-term wealth.

• ✓Personalized portfolio creation (SIP/Lumpsum).
• ✓Tax-efficient fund selection and ELSS guidance.
• ✓Automatic rebalancing reminders and performance reviews.

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Insurance

Insurance service built to protect your life, health, income, and assets—no fluff.

• ✓Compare term, health & critical illness plans side-by-side.
• ✓Coverage gap analysis and right-sizing of premiums.
• ✓End-to-end assistance for documentation & claims.

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IPO

Everything you need to participate confidently in upcoming IPOs.

• ✓Eligibility check, KYC review, and ASBA setup support.
• ✓Concise company snapshots & risk highlights.
• ✓Allotment alerts and post-listing tracking.

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Personal Finance

One-on-one money coaching to organize your finances and hit your goals.

• ✓Budgeting & cash-flow system you can actually follow.
• ✓Emergency fund, debt payoff plan & credit health.
• ✓Goal-based planning (education, travel, retirement) with simple trackers.

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Startup Hub for Students

A collaborative space and community for student founders to learn, build, and launch.

• ✓Idea validation & business model.
• ✓Pitch deck & MVP guidance.
• ✓Campus bootcamps & mentoring.
• ✓Access to partner network.

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