Automated
₹500 to ₹25 lakh. ₹149 a month.
Someone putting a fixed amount away each month.
A curated index portfolio, monitored and rebalanced on drift. An adviser designs the set.
25,000 clients per adviser
For all you're becoming.
A more personal way to invest.
Every line is a possible future. Move your cursor to take more or less risk.
Some plans are
bigger than money.
A place of your own. More time together.
The freedom to choose what comes next.
13.2 croreregistered investors in India
1,040registered investment advisers
59%of new sign-ups are under 30
Source: SEBI, NSE and AMFI, August 2026.
Assisted
₹25 lakh to ₹2 crore. 0.75% of assets a year.
Higher exposure, or needs more nuance than a profile captures.
Everything in Automated, plus a named adviser for goal changes, tax events, protection and drawdown.
400 clients per adviser
Advised
Above ₹2 crore. About ₹2.5 lakh a year.
Higher complexity, or risk that runs in more than one direction.
A custom portfolio built for you. The machine handles execution, monitoring and reporting, so the adviser's hours go to judgement.
60 clients per adviser
Private
Well above ₹2 crore.
Clients who clear the regulatory floors on restricted asset classes.
Access to Category II alternative funds. Fund diligence, suitability and lock-up planning are done by a person.
25 clients per adviser
From a first chat to a running mandate.
Onboard in a conversation
Your goals, horizon and appetite for risk, in a few minutes.
Get a portfolio matched to you
Index funds at exact weights, with the rationale written down.
Invest every month, automatically
A mandate moves the money. Rebalancing is tax aware.
Managed for you.
Portfolios designed by our investment office, built from index funds and rebalanced for you.
Grow for the
long term
Index portfolios across Indian equity and government bonds, matched to your horizon and rebalanced on drift.
Save for
what matters
A home, a wedding, an early retirement. Each goal gets its own date and its own glide path.
Park
idle money
Liquid and overnight funds for cash you may need soon. Daily accrual, no lock-in.
Steady
payouts
Government bonds and high-grade debt, laddered so income arrives every month.
Own
the world
International index funds alongside Indian ones, so one market never sets your whole outcome.
Illustrative portfolios. Investments are subject to market risk.
If I sell now, how much tax will I pay?अगर मैं अभी बेच दूँ तो टैक्स कितना लगेगा?
₹0. Your gains this year are under the ₹1.25 lakh exemption.₹0। इस साल आपका मुनाफ़ा ₹1.25 लाख की छूट के अंदर है।
And if the market falls 10%?और अगर मार्केट 10% गिरता है?
Your portfolio would fall about 6%. Your mandate keeps buying, at lower prices.आपका पोर्टफ़ोलियो लगभग 6% गिरेगा। आपका मैंडेट कम दाम पर खरीदता रहेगा।
Your story.
At the centre.
AI that listens. Guidance that grows with you.
In text or voice, in your language.
Your money never sits with us.
- Data stays in India, encrypted at rest and in transit.
- Every rebalance ships with its reason and a tax preview.
- Withdraw or switch strategy whenever you like.
Built within SEBI's investment adviser framework
Coming soon on iPhone, Android and WhatsApp.
