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AMFI Registered · ARN-363616

Helping You Invest In Mutual Funds For Long-Term Goals

Authorized Mutual Fund Distributor (ARN-363616) offering seamless mutual fund distribution, systematic investment plan (SIP) execution, and digital transaction assistance in Surat and across India.

  • AMFI Registered Distributor
  • ARN 363616
A family in Surat reviewing their mutual fund investment documents together on a tablet

30+ Years

of market association serving investors in Surat & pan-India

Regulated Financial Products & Distribution

Mutual Fund & Distribution Solutions

Curated, compliant and regulated instruments to help your family invest systematically for long-term compounding and cashflow stability.

SEBI Regulated Schemes

Mutual Funds

Curated distribution across Equity, Hybrid & Debt mutual fund categories engineered for systematic compounding and long-term financial objectives.

  • Low SIP entry amount
  • Equity, Debt & Hybrid categories
  • 100% paperless via MidasX
Explore Mutual Funds
RBI Regulated NBFC-P2P

P2P Lending

Alternative investment option providing indicative monthly cashflows via RBI-licensed peer-to-peer platforms with automated diversification.

  • 9% – 12% indicative yield (not guaranteed)
  • Monthly default cashflow option
  • RBI-regulated NBFC-P2P platforms
Explore P2P Lending
Systematic Cashflow

SWP Solutions

Systematic Withdrawal Plans (SWP) engineered to facilitate predictable, tax-efficient periodic income for post-retirement stability.

  • Predictable monthly income
  • Capital-preservation focus
  • Tax-efficiency vs. traditional interest income
Explore SWP Solutions

Free Financial Tools

Explore Our 6 Smart Financial Calculators

Plan SIPs, withdrawals, retirement and loans with instant, interactive projections. Results are illustrative only.

SIP Calculator

Project the future value of a monthly SIP.

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SWP Calculator

Plan monthly cashflow from an invested corpus.

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Lumpsum Calculator

Estimate growth of a one-time investment.

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Crorepati Calculator

Find the monthly SIP needed for your target corpus.

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Retirement Calculator

Estimate the corpus you need to retire comfortably.

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Home Loan EMI Calculator

Calculate EMI, interest and total payable.

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Why Choose Us

Why Invest With Us?

Strong Market Association

  • 30+ years navigating multiple market cycles
  • Disciplined SIP execution through ups and downs
  • Ongoing investor education

Goal-Aligned Allocation

  • Goal-oriented investment timelines
  • Children's higher education planning
  • Family security and long-term wealth goals

Complete Support System

  • 100% digital paperless onboarding via MidasX
  • 24/7 web & mobile portfolio access
  • Periodic portfolio statements & valuation reports

Client-Centric Philosophy

  • Full commission disclosure
  • No push for speculative products
  • AMFI Code of Conduct compliance

How We Work

Our 6-Step Distribution Process

  1. 01

    Understand Your Goals

    We discuss your goals and investment horizon — education, retirement, home or wealth creation.

  2. 02

    Risk Tolerance Review

    We understand your risk comfort so scheme categories match how you feel about volatility.

  3. 03

    Scheme Category Selection

    Category awareness across Equity, Hybrid and Debt schemes, with SID/KIM and riskometer review.

  4. 04

    Paperless KYC & Setup

    PAN, Aadhaar and CKYC verification with fully digital onboarding and mandate setup.

  5. 05

    Ongoing Portfolio Tracking

    24/7 MidasX access to track holdings, transactions and SIP status on web and mobile.

  6. 06

    Periodic Statement Review

    Automated statements, capital gains reports and periodic reviews to keep you on track.

Investor Experiences

Client Stories

Video experiences shared by investors we assist.

Client video for “Disciplined Mutual Fund Journey”

Mutual Fund SIPs

Disciplined Mutual Fund Journey

Surat, Gujarat

Client video for “Alternative Fixed-Income & SWP Experience”

P2P Lending & SWP Support

Alternative Fixed-Income & SWP Experience

Surat, Gujarat

Investor Education

Financial News & Research

Illustration for article: D-Mart Q2 revenue rises 18% to Rs 19,206 cr
Markets

D-Mart Q2 revenue rises 18% to Rs 19,206 cr

Headline from ET Markets on quarterly business updates.

2 minRead Story →
Illustration for article: Mutual fund investors lose up to 10% in September as Nifty falls
Markets

Mutual fund investors lose up to 10% in September as Nifty falls

Headline from ET Markets on short-term market movement and fund NAVs.

3 minRead Story →
Illustration for article: NFO Insight: ICICI Prudential Contra Fund opens for subscription
ET Mutual Funds

NFO Insight: ICICI Prudential Contra Fund opens for subscription

Headline from ET Mutual Funds. Read the scheme documents (SID/KIM) before investing in any NFO.

3 minRead Story →

FAQs

Frequently Asked Questions

Can't find your answer? Call or WhatsApp us on +91 98251 43299.

Ready to Build Your Long-Term Mutual Fund Portfolio?

Speak with Mr. Nimesh C. Shah (ARN 363616) for scheme information, SIP setup and paperless transaction assistance.