Don't Pick Funds Blindly — Understand the Process First.
This call shows you how our system works before any money is invested.
Learn how direct mutual funds can grow your wealth better, and what you must know before choosing your first SIP or lumpsum.
Only 15 slots per week to maintain quality
🧩 What This Call Is About
This is not a fund recommendation call.
Instead, it's a 1-on-1 appointment to help you:
- Understand how our advisory service works
- Know what you should prepare before starting your SIP or lumpsum
- Learn about direct mutual funds and why they outperform regular funds
- Explore our pricing tiers and what's included in each
- Get the checklist we use to evaluate investor profiles
🔍 Why Start Here?
Before you invest a single rupee in mutual funds, make sure you:
Know your risk profile
Understand how much risk you can tolerate and what investment strategy aligns with your goals.
Understand the difference between index and active funds
Learn which type of fund suits your investment style and financial objectives.
Know how to track performance — not just set SIPs
Discover the metrics that matter and how to evaluate if your investments are on track.
Avoid fund traps, over-diversification, or emotional investing
Learn common pitfalls that can derail your investment journey and how to avoid them.
📘 What You'll Learn in the Appointment
How our direct mutual fund advisory works
Get a clear understanding of our process, methodology, and how we help you make informed investment decisions.
What makes our algorithm-driven selection outperform
Learn about our data-driven approach that helps identify funds with better potential for long-term growth.
Our plan structure: Gold, Platinum, Diamond, Alpha
Explore our different service tiers and find the one that best matches your investment needs and budget.
Eligibility and how to prepare for mutual fund investing
Understand what documents and information you need to have ready before starting your investment journey.
The real difference between investing with a distributor vs. investing with data
Discover why data-driven investment decisions can lead to better outcomes than traditional distributor recommendations.
⚠️ Important Disclaimer
This is NOT an advice session.
You will NOT get fund names, portfolio review, or allocation strategy on this call.
This call is meant to introduce you to our advisory process, answer basic questions about direct funds, and help you decide if we're the right fit for your investment journey.
🎯 Who Should Book This Call?
First-time mutual fund investors
If you're new to mutual funds and want to start your journey on the right foot with proper guidance.
DIY investors looking for a structured approach
If you prefer to manage your investments but need a framework and methodology to make better decisions.
People stuck with regular funds, unsure how to move
If you're paying high expense ratios and want to transition to direct funds but don't know where to start.
Anyone curious about direct funds but unsure how to start
If you've heard about the benefits of direct mutual funds but need clarity on the process and approach.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.