Build wealth across every asset class.
Growth from equity funds. Income from bonds, NCDs and invoice discounting. Safety from corporate FDs. Upside from unlisted shares. All research-backed, all under one accountable desk.
SIPs and portfolios built like a professional would build his own.
Goal-based SIP portfolios
Every SIP maps to a real goal — retirement, education, a home — with the right equity-debt mix for its time horizon. Not a random collection of "5-star" funds.
Research-driven selection
Funds are chosen on portfolio overlap analysis, AMC discipline, style consistency and rolling returns — deliberately diversified across fund houses and investment styles.
Fully digital on AssetPlus
Paperless KYC, online transactions, live portfolio tracking and statements — everything on your phone, with a real person behind it when you need one.
Know your fund categories
Every category has a job. The mistake most investors make isn't picking a bad fund — it's picking the wrong category for their goal and time horizon.
Large Cap
India's top 100 companies. Steadier, battle-tested businesses — the foundation of most portfolios. Horizon: 5+ years.
Mid Cap
Companies ranked 101–250. Tomorrow's large caps — higher growth, higher swings. Horizon: 7+ years.
Small Cap
Beyond the top 250. Highest growth potential, sharpest falls in corrections. Only for patient money. Horizon: 10+ years.
Flexi Cap
The fund manager moves freely across large, mid and small caps as opportunities shift. A sensible all-weather core holding.
Multi Cap
Mandated minimum 25% each in large, mid and small caps — guaranteed exposure to all three sizes at all times.
Hybrid & Multi Asset
Mixes equity with debt (and sometimes gold). Smoother ride than pure equity — good for conservative or first-time investors.
Debt Funds
Invest in bonds, not stocks. Lower returns, far lower volatility — for parking money, short goals and stability.
Gold & Silver Funds
Precious metals exposure without lockers or making charges. A hedge that shines when equities struggle. Best as a small slice.
Index & International
Index funds mirror the market at very low cost; international funds add US/global tech exposure and currency diversification.
Where each category sits
Higher return potential always comes with higher swings — the skill is holding the right mix for your goals, not chasing the top-right corner.
Why equity, why long term
The same ₹1 Lakh, left for 20 years, in three different places:
Illustrative, assuming historical-range returns compounded annually; equity returns are market-linked and not guaranteed. The gap isn't luck — it's compounding given room to work.
Predictable income, chosen on credit quality.
Government & PSU bonds
G-secs and PSU bonds for the safety-first portion of your portfolio — matched to your time horizon and tax bracket.
Corporate bonds & NCDs
Higher yields than bank FDs from vetted issuers — with genuine attention to credit ratings, issuer fundamentals and liquidity before anything is recommended.
Laddered income plans
Multiple maturities structured so cash flows arrive when you need them — for retirees, trusts, and businesses parking surplus funds.
Modern fixed income, beyond traditional debt.
Short-tenure investments backed by receivables of established companies — typically 30 to 180 days, with yields meaningfully above FDs. A diversifier for investors who understand the risk.
Short tenures
Money isn't locked for years — deals typically run 1 to 6 months, letting you redeploy or step back quickly.
Attractive yields
Returns generally higher than FDs and most debt funds, as compensation for credit and liquidity risk — which we help you evaluate deal by deal.
Eyes-open investing
This is not a substitute for FDs or debt funds. We size it as a small, deliberate slice of the portfolio — never the core.
Corporate FDs & unlisted shares.
Corporate Fixed Deposits
Company FDs from highly rated issuers when you want returns better than bank deposits without market volatility. Ideal for the conservative slice of a portfolio, or short-to-medium term parking of funds — with issuer quality checked before recommendation.
Unlisted Shares
Access to pre-IPO and unlisted opportunities in established companies — for seasoned investors comfortable with longer horizons and limited liquidity. Position sizing and entry valuation matter more here than anywhere else, and that's exactly where we help.