YOUR GOALS. A CONSIDERED PLAN.
Mutual fund distribution and personal support
for the goals that matter to you.
A THOUGHTFUL START
Every financial journey is personal.
We help you understand your options
and take your next step with clarity.
OUR CORE OFFERING
Mutual Funds · SIFs · GIFT City
PMS coming soon.
OUR CORE SERVICE
Regular investing or a one-time investment. Explore mutual fund options through authorized platform arrangements, with personal support, clear information and your goals in view.
Explore mutual fundsBuild a regular investing habit.
Put a one-time amount to work.
Understand planned withdrawals.
Access more complex investment strategies through authorized arrangements, with careful attention to eligibility, liquidity and risk.
ExploreExplore inbound and outbound fund opportunities through the platform, subject to fund availability and investor eligibility.
ExplorePortfolio management by a registered provider, for eligible investors. Service details will be shared when available.
Coming SoonView informationMutual Fund investments are subject to market risks, read all scheme related documents carefully. SIFs involve higher complexity and are for eligible investors.
YOUR LIFE. YOUR PRIORITIES.
Give your goals a time horizon.
Bring intention to your investments.
NRI INVESTMENTS
Stay connected to your financial goals in India, wherever life takes you. Get personal support with mutual fund access and the documentation journey.
Discuss NRI investments Explore GIFT City inbound fundsA CLEARER PATH HOME
NRE and NRO accounts have different repatriation considerations.
KYC, overseas address and tax-residency requirements depend on your circumstances.
Support for NRIs in the UAE and other countries, subject to fund and platform eligibility.
INVESTMENT SERVICES · GIFT CITY IFSC
Explore India-focused and international investment opportunities through funds in GIFT City’s International Financial Services Centre (IFSC).
INDIA-FOCUSED EXPOSURE
For NRIs and eligible overseas investors
Access India-focused strategies through an IFSC fund structure. Depending on the fund, foreign-currency subscriptions and professional management can support your investment journey in India.
Residency, country of residence, KYC and tax-residency checks apply. Investor category and minimum subscription are fund-specific; not every fund accepts every overseas investor.
Subscription is made through the fund’s permitted banking and onboarding route after eligibility checks. Currency, Indian-market access and repatriation depend on the structure and applicable FEMA rules.
INTERNATIONAL EXPOSURE
For eligible resident Indian investors
Explore global markets through IFSC funds. International strategies may broaden geographic and currency exposure, with outcomes dependent on the underlying investments.
The fund must accept your investor category and meet your circumstances. For resident individuals using LRS, the general USD 250,000 annual limit is shared across permitted remittances, not a separate allowance for each fund.
Permitted investments may be funded through an Authorised Dealer bank under LRS, subject to bank checks, FEMA rules and fund terms. LRS is an individual route; entities require a separately permitted route.
Available for enquiries. Access depends on the fund, investor eligibility and applicable regulations. Market, currency, liquidity and country risks apply. Some strategies involve concentration, leverage or long lock-ins. Fees, conversion costs and tax treatment vary. Foreign-currency denomination does not remove underlying currency risk. Returns, diversification benefits and capital are not guaranteed.
Inbound and outbound describe investment direction; they are not universal regulatory product categories. IFSCA rules distinguish fund structures and investor types. RBI, FEMA and LRS rules govern the relevant remittance routes. No universal minimum, tax exemption or eligibility is implied.
Regulatory sources: IFSCA fund management framework · RBI: LRS rules · RBI: IFSC remittances
MAKE THE NUMBERS CLEARER
Explore regular monthly investing.
Calculate →Illustrate one-time investment growth.
Calculate →Understand withdrawals over time.
Calculate →Estimate future expenses and savings.
Calculate →Plan for rising education costs.
Calculate →Explore five interactive planning tools with editable assumptions. Results are illustrative, not investment recommendations or guaranteed outcomes.
OTHER SERVICES
Facilitated through channel and referral partners.
Product terms are set by the respective providers.
Facilitated access through a channel-partner arrangement. Consider issuer quality, maturity and liquidity alongside potential income.
EnquireEnquiry and referral support through lending partners. Approval, pricing and terms are determined by the lender.
EnquireLife cover to help protect the people who depend on you.
Coming SoonCorporate bonds carry credit, liquidity and interest-rate risks. Capital and returns are not guaranteed. Loan eligibility and approval are determined by the lender. Term Insurance is Coming Soon.
THE PERSON BEHIND THE PURPOSE
Deepu Rambeth, FCCA, brings over 18 years of international experience spanning corporate finance, financial control and audit across Asia-Pacific, the Middle East and Africa.
A Fellow Member of ACCA, Deepu brings structured financial thinking and a disciplined approach to mutual fund distribution. He combines careful attention to investment risks with personal support, helping clients understand their options and stay focused on their long-term financial goals.
LET’S CONNECT
Have a question or a goal in mind?
We’re here to help you explore your options.