Distribution Model

The Distribution model is free from any upfront fees. We earn compensation from your chosen asset managers, impacting your returns. If you hold any in mutual fund in a Regular mode, or invested through a wealth manager in a PMS/AIF scheme, you're likely using the Distribution model already.

Advantages of this model:

  • No upfront costs: If you're reluctant to pay an upfront fee, this model allows you to receive professional investment advice without having to bear a direct cost.
  • Ease of investment: The investment process can be smoother as we offer a digital interface for the transactions and paperwork.
  • Continued support: As we earn our compensation over the duration of your investment, it motivates us to provide continued support and advice.

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Join as a Distribution Client
View Advisory Model

The Distribution model is particularly suitable for those who prefer not to pay upfront fees. Under this model, we don’t charge you directly for our services. Instead, we receive compensation from the asset managers where you choose to invest based on our recommendations. This compensation does not come out of your pocket directly but is factored into the returns of your investments. In case you hold any mutual fund in a Regular model or have invested in a PMS / AIF scheme through a wealth manager, you are already using the distribution model.

We are empanelled with the major Asset Management Companies offering Mutual Funds in India. This allows us to highlight the best investment ideas based on our rigorous analysis and ranking of the entire investment universe.

  • Search & discovery services across a wide range of financial products and services.
  • Algorithm based selection criterion & ranking of financial products
  • Implementing asset allocation methodology and systematic investments.
  • Transaction support for investments
  • Periodic monitoring and evaluation of investments.
  • Mobile application for executing transactions and monitoring portfolio
  • Web login to execute, monitor portfolio and track tax related & compliance data.