What we offer
Services — within our regulatory scope.
We only offer services we are properly registered or authorised for. Here is exactly what each tier means.
Mutual Fund Distribution
Regular Plans of open-ended mutual fund schemes across every SEBI-defined category. The core of what we do.
Source: AMFI · ARN-355152
Read more →Bonds & Fixed Income
RBI Floating Rate Bonds, 54EC, Sovereign Gold Bonds, and Corporate NCDs through our Kotak DSA arrangement.
Source: Kotak Securities Ltd · DSA · April 2026
Read more →Insurance — Protection First
Term and health insurance referrals through Kotak’s panel. Protection, not investment substitutes.
Source: IRDAI · referral via Kotak
Read more →IPO Application Support
ASBA applications, documentation, and allotment tracking through Kotak. We do not recommend specific IPOs.
Source: SEBI ASBA · via Kotak DSA
Read more →Retirement Planning — Building the Corpus
We help with the investment-product selection and SIP structuring that build a retirement corpus.
Source: AMFI · ARN-355152
Read more →Legacy Planning — Nomination & Documentation
Nomination registration, folio review, and RTA coordination so your MF wealth passes cleanly.
Source: AMFI · ARN-355152
Read more →Investor Sahayogi holds NISM Series V-A certification and is AMFI-registered (ARN-355152) for mutual fund distribution. Services marked “Via Kotak DSA” are facilitated through our Direct Sales Associate arrangement with Kotak Securities Limited and are subject to Kotak's eligibility, KYC, and acceptance decisions. Investor Sahayogi is NOT a SEBI RIA, a Portfolio Management Services provider, or a stock broker.