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Mutual Fund Planning · Simple & Transparent

Get Your Personal
Mutual Fund Portfolio
in 24 Hours

Pay a one-time ₹299 onboarding fee and get a personalized mutual fund portfolio based on your income, goals, and risk profile — with lifetime support.

Personalized Planning · Lifetime Support
SIP Successful
₹5,000 invested in Nifty 50 Index
Total Portfolio Value
₹14,82,450
+12.4% (YTD Growth)
Last updated: Today, 3:42 PM
1W
1M
6M
1Y
All
Nifty 50 Index Fund
Equity · Active SIP
₹5,20,000
15.2%
Digital Gold
Commodity · Stable Growth
₹2,80,000
8.7%
Real Estate (REIT)
Alternative Asset • Monthly Income
₹1,40,000
2.1%
Goal Completed!
Emergency Fund Achieved 100%
AMFI Registered No: ARN-354951
EUIN: E677388
GST IN: 24AALCV6389D1ZY
CIN: U69202GJ2025PTC170196
Who We Are

Simple financial planning,
for everyone

We help individuals build long-term wealth through mutual funds with clear and personalized planning. Our approach is simple — understand your goals, create your portfolio, and guide you continuously.

Personalized Planning
Every portfolio is built based on your financial situation, not generic fund lists.
Transparent Pricing
We charge a one-time onboarding fee with no hidden or recurring charges.
Unbiased Guidance
We earn from AMCs, so you don’t pay any additional commission separately.
Join Credindia
Retirement Goal
Target: ₹2.5 Crore by 2042
Progress68%
Education Fund
Target: ₹40 Lakh by 2031
Progress45%
Dream Home
Target: ₹80 Lakh by 2028
Progress82%
+23%
This Year
3
Goals on track
₹0
Commission paid
What We Offer

The Complete Financial
Planning Service

01
Personalized MF Portfolio

A custom mutual fund portfolio designed based on your income, goals, and risk profile.

02
Risk Profiling

We assess your risk level to build a portfolio suitable for your financial situation.

03
Goal-Based Planning

Plan investments for retirement, wealth creation, education, or any life goal.

04
SIP Allocation Plan

Get exact SIP amount allocation across funds so you know where your money is invested.

05
Portfolio Tracking Support

Track your investments and get guidance for updates and rebalancing.

06
Ongoing Guidance

Get continuous support via call or WhatsApp for portfolio reviews and investment decisions.

How It Works

Get Started in
4 Simple Steps

Share Your Details

Provide your income, goals, and risk preference through a simple form.

Pay ₹299 Onboarding Fee

Start by paying a one-time fee for financial assessment and portfolio setup.

Get Your Portfolio

Receive your personalized mutual fund portfolio within 24–48 hours.

Start Investing

Invest with guidance and get ongoing support for portfolio updates.

Pricing

Simple One-Time
Pricing

No subscriptions. No hidden charges. Just a one-time onboarding fee.

Most Popular
Financial Planning
299
+ GST (one-time)

Includes financial assessment, personalized mutual fund portfolio,
and lifetime guidance.

  • Personalized mutual fund portfolio
  • Risk profiling
  • Goal-based planning
  • SIP allocation plan
  • Portfolio tracking support
  • Lifetime guidance
Get Started – ₹299
Testimonials

Trusted by Investors
Like You

FAQ

Got Questions?

We have clear and honest answers about pricing, services, and how we help you invest better.

₹299
One-Time Fee
100%
Personalized Planning
Support
Ongoing Guidance
Start Investing Free

Start your financial journey
the right way

Get your personalized mutual fund portfolio in 24 hours for a one-time ₹299 onboarding fee.

One-time fee · No subscription · No hidden charges