Mutual funds, SIPs and income plans chosen for what you want to achieve, and reviewed with you every year.
Professionally managed funds that pool money from many investors. We help you pick from equity, debt, hybrid and index funds across leading fund houses.
Invest a fixed amount every month, automatically. SIPs build discipline and average out market ups and downs.
Turn your corpus into a regular monthly income. Ideal for retirees and anyone who wants a pay-cheque from their investments.
Find out how much you need to retire, build it steadily, and plan how to draw it down so it lasts.
Start early and let compounding do the heavy lifting for your child's biggest milestones.
ELSS funds for 80C under the old regime, and Systematic Transfer Plans to move a lumpsum into equity gradually.
No. You can hold mutual fund units without a demat account. If you also want to buy shares, we can help you open one.
PAN, Aadhaar, a cancelled cheque or bank statement, and a photo. KYC can be done online in a few minutes.
Most open-ended funds let you redeem any working day, with money in your bank in 1–3 days. ELSS has a 3-year lock-in and some funds charge an exit load for early redemption.
We look at your goal, time horizon and risk profile, then shortlist funds based on consistency, fund house quality, costs and how they fit together in your portfolio.
Mutual fund investments are subject to market risks, read all scheme related documents carefully. Mutual funds are distributed by Alok Kumar Sinha, AMFI-registered Mutual Fund Distributor (ARN-75843).
Track your portfolio online or in the WealthMagic mobile app.
Send us your consolidated account statement (CAS). We will check overlap, costs and whether your funds still fit your goals.
