Invest Better
The Smart Path to Long-Term Wealth
When it comes to building long-term wealth, mutual funds strike the perfect balance—offering better returns than fixed instruments and lower risk than direct stock investments. While fixed options often struggle to beat inflation, and stock picking needs deep market knowledge, mutual funds let experts manage your money, helping you grow steadily over time.
Problems
60% of mutual fund investors get lower returns than its benchmark index.
How We Tackle
Our unique approach to wealth management.
Investments in mutual funds are subject to market risks. Past performance is not indicative of future results. Please read the offer document and scheme information carefully before investing.
Solution
Our unique approach to wealth management.
Begin Your Growth
Our Onboarding Process
Understand Your Goals
We begin with a friendly consultation to understand your financial goals, risk appetite, and lifestyle needs—followed by our smart calculator that helps estimate your ideal corpus and how much you need to invest to reach it.
Create Your Financial Plan
We begin by verifying your KYC for a smooth start. Then, we build a personalized mutual fund portfolio aligned with your goals, investment horizon, and risk profile—designed to grow your wealth steadily and smartly.
Implement & Monitor
We help you execute the plan and provide ongoing reviews with expert guidance—proactively rebalancing your portfolio when needed to keep you ahead of market shifts and on track with your financial goals.
This chart illustrates the growth of a ₹25,000 SIP over different time periods.
FAQ's
Some Popular Queries?
How do I start investing in mutual funds?
You can schedule a free consultation with us at your convenience. During this session, we’ll take the time to understand your unique financial goals, risk tolerance, and investment preferences. Based on this, we’ll provide tailored advice and guide you through the process of starting your investment journey, ensuring you’re ready to begin within a day.
Are your advisors certified?
Yes, we work with AMFI registered Mutual fund distributors. AMFI mandates that MFDs renew their licenses every 3 years, ensuring they remain updated with the latest market trends and regulations, ultimately offering you better guidance for long-term success.
Is there any consultation fee?
There are no consultation fees. We earn a commission through the expense ratio of the fund, which is already built into your investment—so you don't pay anything directly to us. Our goal is to ensure that the value you gain from our expert guidance far outweighs any costs associated with the expense ratio of a Regular Plan.
Regular vs Direct Plan in Mutual Funds
The key difference between Regular and Direct Plans is the involvement of an intermediary. Regular plans are purchased through financial advisors or brokers, who provide guidance and help avoid common investing mistakes. While direct plans have a lower expense ratio, they require investors to manage their investments independently, which can lead to errors and missed opportunities. The added expertise and support from regular plans can often prove more valuable in the long run.
I already invest in Stocks/Mutual Funds, do I need to do KYC again?
KYC is a one time activity. If your KYC is done and is in Verified status, you need not do the KYC again. You can check your KYC status here: https://camskra.com