Investment solutions
Solutions for every goal — and every risk appetite
From your first ₹500 SIP to portfolio strategies with a ₹50 lakh minimum. Filter by what you're trying to do, how much risk you can live with, and what you can start with.
Narrow it down
This filter narrows the catalogue by what you select. It does not assess whether a product suits your circumstances and it is not a recommendation — that conversation needs an advisor who knows your full position.
Showing 19 of 19 solutions
SIP
Systematic Investment Plan
Build wealth steadily with disciplined monthly investments, so compounding does the heavy lifting over time.
Moderately High risk- Liquidity
- High — redeem in days
From ₹500/monthMutual Funds
Diversified Mutual Funds
A curated basket of equity, hybrid and debt funds selected for your risk appetite and time horizon.
Moderate risk- Liquidity
- High — redeem in days
From ₹1,000Retirement
Retirement Planning
NPS, long-duration equity funds and annuity products structured so you don't outlive your money.
Moderate risk- Liquidity
- Locked in
From ₹500/monthEquity
Equity Mutual Funds
Large-cap, mid-cap, flexi-cap and sectoral funds — exposure to India's growth through professionally managed portfolios.
High risk- Liquidity
- High — redeem in days
From ₹5,000Multi-Asset
Multi-Asset Funds
Balanced allocation across equity, debt, gold and international assets for a smoother ride.
Moderately High risk- Liquidity
- High — redeem in days
From ₹5,000Growth Portfolio
Curated Growth Portfolio
A Sarvam-curated basket of five to seven high-conviction equity funds, reviewed quarterly.
High risk- Liquidity
- High — redeem in days
From ₹50,000Multicap
Multicap Growth Strategy
A high-conviction portfolio across large, mid and small caps, held directly in your own demat account.
Very High risk- Liquidity
- Moderate — subject to terms
From ₹50 LakhQuality
Quality & Compounders
Businesses with durable competitive advantages, held patiently. Built for long-term investors.
High risk- Liquidity
- Moderate — subject to terms
From ₹50 LakhCustom
Bespoke Portfolio
Custom-built portfolios for investors with specific tax, sector or ESG requirements.
Very High risk- Liquidity
- Moderate — subject to terms
From ₹1 CroreCat I AIF
Venture Capital & SME Funds
Early-stage startups and growth-stage SMEs through SEBI-registered Category I AIFs.
Very High risk- Liquidity
- Locked in
From ₹1 CroreCat II AIF
Private Equity & Debt
Private equity, real estate debt and structured credit not available on public markets.
High risk- Liquidity
- Locked in
From ₹1 CroreCat III AIF
Long-Short & Quant Strategies
Hedge-fund-style strategies using derivatives, long-short equity and quantitative models.
Very High risk- Liquidity
- Low — difficult to exit early
From ₹1 CroreDebt Funds
Debt Mutual Funds
Liquid, ultra-short, short-duration and corporate bond funds for investors who need stability with access.
Moderately Low risk- Liquidity
- High — redeem in days
From ₹1,000Bonds
Corporate & G-Sec Bonds
Direct bond investments with fixed coupon payments — PSU bonds, NCDs and government securities.
Moderate risk- Liquidity
- Low — difficult to exit early
From ₹10,000Fixed Income
Structured Fixed Income & MLDs
Market-linked debentures and structured products with defined payoffs. Base capital protection available on select offerings.
Moderately High risk- Liquidity
- Low — difficult to exit early
From ₹10 LakhLife
Life Insurance & Term Plans
High-coverage pure term plans that protect your family's financial future, compared across providers.
Low risk- Liquidity
- Locked in
On enquiryHealth
Health & Mediclaim
Comprehensive health cover for individuals and families, including super top-up and critical illness.
Low risk- Liquidity
- Locked in
On enquiryFamily
Family Protection Plans
ULIPs, savings plans and child plans that combine insurance with long-term goals.
Moderate risk- Liquidity
- Locked in
On enquiryBusiness
Business & Asset Insurance
Keyman insurance, shop and property cover, and vehicle policies for business owners and professionals.
Low risk- Liquidity
- Locked in
On enquiry
Important information
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Investment in securities market are subject to market risks. Read all related documents carefully before investing.
Past performance is not indicative of future returns.
Sarvam Associates is a distribution partner, not the manufacturer of these products.
Not sure where to start?
That's exactly what the first call is for.
Most people arrive here unsure which category applies to them. Fifteen minutes usually settles it — and sometimes the answer is that your current arrangement is already fine.
Important information
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Sarvam Associates is a distribution partner, not the manufacturer of these products.
The content on this website is for general information only and does not constitute investment advice or a recommendation to buy or sell any product. Product suitability depends on your individual circumstances. Please speak with an advisor before investing.