Curated baskets
Shortlists of three to five open-ended schemes grouped by purpose and risk level. These are conversation starters, not one-click recommendations — the final selection always follows your risk profile and a suitability assessment.
Liquid and ultra-short-duration funds holding three to six months of expenses, redeemable in a day.
Large-cap and hybrid schemes chosen so a first-time investor's first market fall doesn't end the habit.
Section 80C-eligible equity schemes, each instalment locked in for three years. Only for the old tax regime.
Flexi-cap and index equity as the engine for goals seven or more years away.
Mid and small-cap schemes for the slice of your portfolio that can genuinely sit through a deep drawdown.
Conservative hybrid and short-duration debt with a systematic withdrawal plan for monthly income.
Baskets are illustrative groupings by purpose and risk category, not scheme recommendations. Scheme names, riskometer levels and factsheets are shared after risk profiling and a suitability assessment. Riskometer levels are as assigned by the respective AMCs and may change.