FAQs

There are no lock-in periods in Equity investments. However, some mutual funds (such as ELSS) and PMS strategies may have certain exit conditions. We recommend checking the terms before investing.

You can track your investments easily through our investment apps, PMS reports and mutual fund portals. These platforms offer you real-time updates related to returns and market trends.

Yes. Based on your risk tolerance, financial goals and market strategy, PMS provides customized strategies. On the other hand, mutual funds offer a standard strategy for all investors.

ELSS (Equity Linked Savings Scheme) are mutual funds that offer tax-saving benefits under Section 80C of the Income Tax Act. It offers up to 1.5 lacs deduction with a 3-year lock-in period.

Index funds monitor market indices (such as SENSEX, NIFTY 50) passively. It provides low-cost diversification. Actively managed funds are managed by fund managers who want beat the market.

Yes. You need a Demat & trading account to buy & sell stocks in India. You can open an account via a SEBI-registered broker.

Well, the amount depends on your investment horizon, risk tolerance and financial goals. Follow a thumb rule to allocate funds based on a combination of high risk( equity), medium risk(mutual funds) and low-risk(debt instrument) to maintain a balanced portfolio.

It is always better to invest as early as possible to reap benefits from compounding. For stocks, consider fundamental and technical analysis. For mutual funds, you can reduce market timing risks by investing via SIP.

You can reach out to our expert advisors via email, phone or WhatsApp for assistance related to your strategy, investments, or portfolio.

PMS charges vary with each provider and investment strategy. They charge you a fixed performance-based fee, management fee, and transaction fee.

PMS provides a personalized portfolio designed and managed by experts for HNIs (high-net-worth individuals) looking for customized investment strategies more than just regular mutual funds.

Mutual funds are diversified, reducing individual stock risk. Choose funds based on past performance, fund manager expertise, risk level, and investment horizon.

Mutual funds allow diversification. It helps cut down the risk related to individual stocks. You should consider factors like past performance, risk level, expertise of funds and your investment horizon before selecting the right mutual funds.

An SIP or systematic investment plan helps you invest a certain amount monthly, quarterly, etc. It helps reduce market timing risk.
Lump sum investments are one-time investments that offer benefits during the phase of market corrections.

Yes. You can manage and track your stock investments easily with our app. Our app allows you to track and get real-time information on your stock performance and profit/losses. You can set alerts, too.

An SIP or systematic investment plan helps you invest a certain amount monthly, quarterly, etc. It helps reduce market timing risk.
Lump sum investments are one-time investments that offer benefits during the phase of market corrections.
Is investing in mutual funds a safe option? How do I select the right one?
Mutual funds are diversified, reducing individual stock risk. Choose funds based on past performance, fund manager expertise, risk level, and investment horizon.

Yes. You can manage and track your stock investments easily with our app. Our app allows you to track and get real-time information on your stock performance and profit/losses. You can set alerts, too.