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ARN-355152 · AMFI Registered Mutual Fund Distributor ·Structure-first investing · Transparent · Evidence-led ·Mutual fund investments are subject to market risks ·Execution via Kotak Securities · SEBI-aligned ·ARN-355152 · AMFI Registered Mutual Fund Distributor ·Structure-first investing · Transparent · Evidence-led ·Mutual fund investments are subject to market risks ·Execution via Kotak Securities · SEBI-aligned ·

About us

Before returns. Financial clarity for every Indian investor.

The first question most financial products ask is: how much can you earn? Investor Sahayogi asks a different question first. Before the returns, before the products, before any recommendation — what is the structure? What are you building toward? What does your financial foundation actually look like?

Most Indians invest without a plan. A mutual fund here, an insurance policy there, a fixed deposit for safety. Products chosen based on what someone recommended or what was available at the time. The result is not a financial plan — it is a collection of disconnected decisions with no thread connecting them.

Investor Sahayogi is an AMFI-registered Mutual Fund Distributor offering structured coordination across mutual fund distribution, investment information and research, investor education, and facilitation of insurance and bond products — all under one ARN.

Structure first. Then products. Then returns.

AMFI-registered Mutual Fund Distributor · ARN-355152

All regulated activity is conducted under SEBI and AMFI frameworks. Mutual funds are subject to market risks. Read all scheme-related documents carefully before investing.

What we believe

Four convictions that shape every conversation.

01

Risk profiling first

No recommendation before we understand your goal, timeline, and risk capacity. Every conversation starts with the questionnaire.

02

Data-backed recommendations

Every fund we suggest carries an AMFI source citation. No marketing decks, no opaque ranking models — the numbers the regulator publishes.

03

Compliance-first approach

We only offer what ARN-355152 permits. If something needs SEBI RIA, PMS, or a broking licence — we will say so.

04

Execution via Kotak Securities Limited

Transactions are placed through Kotak Connect Plus. Units sit in your own folio or demat — never pooled, never held by us.

On the record

Registration details

Entity
Investor Sahayogi (Partnership Firm)
AMFI Registration
ARN-355152
Registration Date
March 5, 2026
Valid Until
March 2029
PAN
AALFI93965
Distribution Partner
Kotak Securities Limited
Address
Unit 918, 9th Floor, Tower-4, Assotech Business Cresterra, Sector 135, Noida, Uttar Pradesh – 201301

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