Services
How we help
We facilitate mutual fund investing, provide educational support, and help investors stay disciplined over the long term.
AMFI Registered Distributor · ARN 119185 · Not investment adviceWhat We Do
Mutual Fund Distribution
We facilitate mutual fund investments and provide operational support to help you execute your investment decisions.
- —KYC verification and onboarding
- —Transaction processing (SIP, lump sum, redemptions)
- —Access to funds from all major AMCs
- —Online and mobile platform access
Investor Education
We publish articles and frameworks to improve investor understanding of mutual funds and investing principles.
- —Educational blog posts and insights
- —Frameworks for evaluating mutual funds
- —Behavioural investing concepts
- —Long-term investment strategies
Portfolio Reporting
We provide clear reporting tools so investors can track portfolio performance, understand gains, and plan for tax.
- —Portfolio value and performance tracking
- —FIFO-based capital gain statements
- —Valuation and return history
- —SIP performance analysis
Ongoing Communication
We share market and mutual fund insights to keep you informed about developments that may impact your investments.
- —Market commentary and context
- —Regulatory updates affecting investors
- —Fund performance updates
- —Portfolio review reminders
Process
How the process works
Get in Touch
Contact us to understand our services and how we work.
Complete KYC
We guide you through KYC verification — required by SEBI.
Start Investing
Execute your investment decisions through our platform.
Stay Informed
Receive ongoing updates, insights, and portfolio reports.
Comparison
Distributor vs Direct vs RIA
Understanding your options before you invest
| Feature | Distributor Keep Investing · ARN 119185 | Direct Plan Self-invest via AMC/Zerodha | SEBI RIA Registered Investment Adviser |
|---|---|---|---|
| Onboarding & KYC support | ✓ | ✗ | ✓ |
| Transaction execution | ✓ | ✓ (self) | Sometimes |
| Personalised advice | ✗ | ✗ | ✓ |
| Portfolio management | ✗ | ✗ | ✓ |
| Direct cost to investor | None | None | Advisory fee |
| Distributor commission | From AMC | None | None |
| Expense ratio | Regular | Lower/Direct | Lower/Direct |
| Investor education content | ✓ | Varies | Varies |
For personalised investment advice tailored to your situation, please consult a SEBI Registered Investment Adviser.
Ready to start your investment journey?
Register with us or learn more about mutual fund investing first.