7381082762 Phone
rkldpujari@gmail.com Email

About Us

Charles Darwin in his “Theory of Evolution by Natural selection” stated:

It’s not the strongest or the most intelligent of the

entities/species that will survive, but those who adapt,

change and transform in relation to the dynamics

of their surroundings/ecosystem.

 

Since the inception of the digital era, accessing anything and everything has become easier compared to the good old days of manual intervention. Digitization has touched upon various aspects of our lives. It all started with digitizing our social networks, purchase of goods online, transactions on the net, lifestyle enhancements and now our finances too.

 

A few years back, an investor residing in a small town far from (Rourkela) where I operate could not invest in a Mutual Fund (NFO) as the process could not be completed within the limited period the scheme was open. Many such clients would typically have their money lying idle in a savings bank account or fixed deposit. But digitization has changed this scenario.

 

The government too has played a significant role in digitization through extensive efforts in financial inclusion - spreading financial awareness to the remotest parts of country and bridging geographical difference. I therefore, decided to take help of technology which will not only benefit my clients but also can help me with a wider geographical reach, providing relevant service to all my clients delight.

 

I believe every mutual fund investor should have access to an online investment platform and sound investment advice. My mission is to deliver that to all my esteemed clients.

 

 

Always at your service,

Debasis Pujari

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

The New Financial Year begins with equity markets touching new highs with S&P BSE Sensex scaling 75000 for this first time. In FY24, the market capitalization of BSE-listed companies exceeded ₹333 lakh crore (or $4 trillion) for the first time in November 2023. We believe, Indian Equities would continue the golden run over years to come; creating significant wealth for investors.

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Contact Us

Phone

7381082762
Email rkldpujari@gmail.com
Address: Debasis Pujari

Chhend, Rourkela – 769015, Odisha.
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