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Risk profiling first
No recommendation before we understand your goal, timeline, and risk capacity. Every conversation starts with the questionnaire.
About us
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.
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
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No recommendation before we understand your goal, timeline, and risk capacity. Every conversation starts with the questionnaire.
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Every fund we suggest carries an AMFI source citation. No marketing decks, no opaque ranking models — the numbers the regulator publishes.
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We only offer what ARN-355152 permits. If something needs SEBI RIA, PMS, or a broking licence — we will say so.
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Transactions are placed through Kotak Connect Plus. Units sit in your own folio or demat — never pooled, never held by us.
On the record