CFO services and mutual funds.

Senior finance support for Indian businesses and exporters, and mutual fund investing for individuals, families and companies, backed by more than 35 years of practice.

Goal & EMI calculators Mutual funds

CFO services

Finance leadership when you need it.

Senior finance support for Indian businesses, exporters and investors, from day-to-day reporting to board-level decisions.

Fractional CFO Services

Senior finance leadership on a part-time or project basis: reporting, budgeting, cash-flow forecasting and board-ready MIS.

Export CFO Services

Finance support built for exporters, from pricing and forex exposure to working capital and compliance coordination.

Portfolio Reporting

Consolidated statements of your existing investments, in one clear place.

Mutual fund distribution

Mutual fund investing, done with care.

Through Deepak Desai, an AMFI-registered Mutual Fund Distributor with more than 35 years of practice, we help individuals, families and businesses invest in mutual funds and keep their investments in order.

KYC & onboarding→ Understand your goals→ Explore scheme options→ Invest→ Ongoing servicing

Disclosure: Mutual funds are distributed by Deepak Desai, AMFI-registered Mutual Fund Distributor (ARN-14641), who receives commission from asset management companies on investments made through him in regular plans. We do not offer fee-based investment advisory services. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

SIPs and lump sums

Start, step up or pause systematic investment plans, or invest a lump sum.

Goal-based investing

Investments organised around goals such as education, retirement or a home.

Tax-saving funds (ELSS)

Equity-linked savings schemes for eligible tax deductions, with lock-in tracking.

SWP and STP

Systematic withdrawal and transfer plans for regular income or staggered entry.

Business surplus

Liquid and debt fund investments for companies parking surplus cash.

Servicing and records

KYC updates, nominations, transmission and consolidated portfolio statements.

Calculators

Goal and EMI calculators.

What a goal will cost after inflation, the monthly SIP needed to reach it, and what a loan will cost you.

Goal

Cost today

₹

Years to goal

yrs

Inflation

Assumed return

Already saved for this goal

₹

Increase my SIP by 10% every year (step-up)

Monthly SIP required

–

Goal cost today–

Cost at goal date–

Your savings will grow to–

Or invest once today–

Projected value Goal (inflation-adjusted)

For investor education only. Illustrative calculations based on the assumptions you enter, not a projection for any scheme; actual returns, inflation and loan terms will differ. Past performance may or may not be sustained in the future and is not a guarantee of future returns. Mutual fund investments are subject to market risks, read all scheme related documents carefully. This is not investment advice.

Regulatory updates & investor resources

Official SEBI and AMFI pages. Links open the regulator's own website.

SEBICirculars Latest circulars issued by SEBI SEBIMaster circulars Consolidated rules, including for mutual funds AMFIMFD circulars AMFI circulars for mutual fund distributors AMFIImportant updates Latest announcements from AMFI SEBISCORES SEBI's official portal for investor complaints

Talk to us about your finances.

We reply within 24 hours.