Wealth Products

Grow your wealth,
the right way.

AI-powered wealth management across mutual funds, bonds, FDs, and more. One platform. Full transparency. Every rupee working harder.

Mutual Funds Portfolio Management Fixed Deposits Bonds NPS
Portfolio Value
₹24.8L
+22.3%
Allocation
Equity
52%
Debt
24%
Gold
10%
FD
8%
NPS
6%

01 — Mutual Funds

01

3,000+ funds.
Zero commission.

Direct mutual funds at zero commission. AI-powered fund recommendations matched to your goals, risk appetite, and tax situation. Start a SIP in 60 seconds, track every rupee in real time.

  • 3,000+ direct mutual funds across equity, debt, hybrid, international
  • AI fund selector — goal-based, risk-adjusted recommendations
  • One-tap SIP setup — start, pause, step-up, switch without a form
  • Tax-optimised rebalancing — AI suggests harvest opportunities before March
Fund Recommendations
AI Picks · Direct
Parag Parikh Flexi Cap
Flexi Cap · PPFAS
+21.4%
Mirae Asset Large Cap
Large Cap · Mirae
+16.8%
HDFC Short Duration
Short Duration · HDFC
+7.2%
₹5,000/mo  ·  3 funds  ·  Next: Mar 1

02 — Portfolio Management

02

Expert hands.
Your goals.

A SEBI-registered portfolio manager builds and manages a custom equity portfolio aligned to your specific wealth objectives. Minimum ticket ₹50L. Full fee transparency, no hidden charges.

  • Bespoke equity portfolios — sector allocation tuned to you
  • SEBI-registered PMS — full regulatory oversight and reporting
  • AI performance attribution — know exactly what's driving returns
  • Quarterly review with your dedicated portfolio manager
Custom Portfolio
Aggressive Growth
₹78.4L
Portfolio value · +18.6% CAGR since inception
Tech
28%
BFSI
22%
Infra
18%
Pharma
14%
Others
18%
RS
Rohit Shah
Portfolio Manager · CA, CFA

03 — Fixed Deposits

03

Safety-first returns,
maximised by AI.

FDs from 20+ banks and NBFCs on one platform. AI picks the highest-yield options matching your tenure and safety requirements. Lock in, earn, auto-renew — no branch visit, no paperwork.

  • FDs from SBI, HDFC, ICICI, Bajaj Finance, Shriram and 15+ more
  • AI rate comparison — highest safe yield for your chosen tenure
  • Laddering tool — split across tenures to optimise liquidity
  • Auto-renewal and maturity alerts — never miss a rollover
FD Rate Comparison
AI Sorted
Bank / NBFC Rate Rating
Shriram Finance
1 yr · Best yield
8.10%
 AA+
Bajaj Finance
1 yr
7.85%
 AAA
HDFC Bank
2 yr
7.10%
 AAA
SBI
3 yr
6.80%
 AAA
Best rate: 8.10% · Shriram Finance

04 — Bonds

04

Predictable income.
Government-grade safety.

Government securities, PSU bonds, and high-rated corporate bonds — curated and AI-filtered for credit quality and yield. Earn 7–10% annually with defined maturity dates. No surprises.

  • G-Secs, T-Bills, and PSU bonds — sovereign-backed, zero default risk
  • Corporate bonds — AA and above only, AI credit-screened
  • AI yield curve analysis — find optimal entry points automatically
  • Secondary market access — buy and sell bonds before maturity
Active Bonds
3 Positions
7.26% GOI 2033
7.21% yield
Sovereign ₹5L face value Matures Oct 2033 Accrued ₹1,812
NTPC 7.75% 2028
7.68% yield
AAA ₹2L face value Matures Mar 2028 Accrued ₹647
Tata Capital 8.50% 2026
8.44% yield
AA+ ₹1L face value Matures Sep 2026 Accrued ₹389

05 — NPS

05

Retire rich.
Pay less tax today.

National Pension System — AI-managed asset allocation across equity, government bonds, and corporate debt. Claim up to ₹2L in tax deductions annually (80C + 80CCD(1B)). Build your retirement corpus, automatically.

  • Auto-rebalancing across E/C/G asset classes as you age
  • Additional ₹50,000 deduction under 80CCD(1B) — above the 80C limit
  • AI-optimised fund selection across CRA schemes
  • Withdrawal planning tool — calculate your annuity and lump-sum split
Retirement Corpus
Age 32 → 60
Projected at 60
₹3.2 Cr
On track
Current Balance
₹4.8L
Annual Contribution
₹1.5L
Tax Saved (FY26)
₹46,800
Asset Mix
E 75 / C 15 / G 10
32 (now) 45 60