Primary service · AMFI ARN
Mutual Fund Distribution
AMFI-registered. Data-backed. Risk-profiled first.
Mutual Fund distribution is the core of what we do. We are registered with AMFI (ARN-355152) to distribute Regular Plans of open-ended mutual fund schemes across all SEBI-defined categories — Equity, Hybrid, Debt, and Other.
We do not surface schemes without understanding your risk profile first. Every scheme on our short-list is backed by AMFI-published performance data — incidental information in our capacity as a distributor, not personalised advice.
How it works
A three-step path from goal to invested capital.
Step 01
Risk profiling
Complete our questionnaire. We map your goal, timeline, and risk capacity to the right fund category.
Step 02
Curated short-list
We share a short-list of schemes within your category — every entry backed by AMFI-published data. Selection is yours; this is incidental product information, not personalised advice.
Step 03
Invest via Kotak
Transactions are executed through Kotak Securities Limited. Click Start Investing to access Kotak Connect Plus.
What we distribute
Category overview.
A short snapshot from the AMFI Fund Performance dataset. Past performance is not indicative of future returns.
| Category | Risk | Min horizon | AMFI 10Y avg return |
|---|---|---|---|
| Large Cap | Very High | 5+ years | 11.61% |
| Mid Cap | Very High | 7+ years | 16.12% |
| Small Cap | Very High | 10+ years | 16.78% |
| Flexi Cap | Very High | 5+ years | 13.48% |
| ELSS | Very High | 3yr lock-in | 13.32% |
| Balanced Advantage | High | 3–5 years | 9.48% |
| Liquid | Low–Moderate | < 3 months | 5.98% |
Plan choice
Regular vs Direct Plans.
Investor Sahayogi distributes Regular Plans. Regular Plans have a slightly higher expense ratio than Direct Plans as they include distributor commission. This commission is embedded in the NAV — you do not pay us separately. If you prefer Direct Plans, you may invest directly with the AMC.
Important
What you should know.
Source: AMFI · ARN-355152
Ready when you are