Wealth Creation SIP & Lumpsum NRI Advisory

Mutual Fund Portfolio Advisory & Wealth Planning

We help investors choose the right mix of equity, debt, liquid, flexi, and hybrid mutual funds based on financial goals, risk capacity, and market cycles — ensuring long-term wealth creation with tax efficiency.

Overview What's Included Process
Growth Graph
Data Analysis
Stock Market

Overview Wealth Planning

We provide comprehensive advisory services to help you build a robust mutual fund portfolio. Whether you are looking for aggressive growth through equity or stability through debt funds, we curate a strategy that aligns with your financial horizon.

Additionally, we offer specialized assistance to NRIs to create and form tax-efficient structures for investing in the Indian market, ensuring compliance and optimal returns.

Portfolio Analysis
Goal Based Tax Efficient

What's Included Holistic Approach

A complete ecosystem for your investment journey.

Risk profiling & suitability analysis

Aligning investments with your personal risk tolerance.

SIP / STP / SWP planning

Systematic strategies for entering and exiting markets.

Fund recommendations

Expert selection of Equity, Debt, Flexi & Hybrid funds.

Tax-efficient portfolio structuring

Optimizing returns by minimizing tax liabilities.

Performance monitoring & review

Continuous tracking to ensure strategy alignment.

Goal-based investing model

Mapping portfolios to specific life goals.

Process Flow Systematic

How we build your wealth step-by-step.

1

Investor Profiling & Goals

Understanding your financial aspirations and constraints.
2

Fund Screening & Strategy Design

Filtering the best funds suited to your profile.
3

Portfolio Creation (SIP/Lumpsum)

Executing the investment plan efficiently.
4

Execution Support

Assistance with documentation and platform setup.
5

Periodic Review & Rebalancing

Adjusting the portfolio based on market changes.

Deliverables Tangible Value

What you receive as part of our advisory.

Tailored MF portfolio
Fund comparison sheet
Annual performance report We suggest reviewing after a 3-5 year horizon. Rebalancing is strategic; avoid daily panic monitoring.

Portfolio Review IIFL Powered

Review & Track Your Consolidated MF Portfolio

Get a clear, consolidated view of all your investments — in one place. Access a secure, read-only dashboard powered by IIFL AAA and facilitated by The CA Desk.

  • Performance analysis
  • Asset allocation & sector exposure
  • Risk profiling & overlaps
  • Rebalancing & improvement opportunities
100% Safe • Free • Read-Only Access

No transaction or withdrawal access. Your data remains private and is used strictly for portfolio insights & analysis.

Review My Portfolio – Free
Dashboard Analytics
Consolidated View Instant Insights

Ready to grow your wealth?

Smarter mutual fund investing starts here — get your personalized MF plan now.

FAQ

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