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Mutual Funds
We are empanelled with all leading fund houses, with regular interactions with the fund managers looking after your investments.
AMFI Registered Mutual Fund Distributor
Long Term Wealth Generation
We specialize in long-term capital appreciation for families, HNI, UHNI, NRIs, and corporate entities. By prioritizing your interests, we manage risk and improve returns through strategic diversification, building bespoke asset allocation frameworks that align with your unique objectives and risk tolerance.
ARN-286502 — GTDIS Distribution Private Limited
Strategic Allocations
Investment Universe
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GIFT City Investments
Access to GIFT City IFSC for inward/outward USD investments.
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PMS / AIF
Curated tie-ups with reputed Portfolio Management Services and Alternative Investment Funds for experienced HNI investors.
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Specialized Funds (SIF)
New SEBI category between mutual funds and PMS, ₹10 lakh minimum.
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Market Linked Debentures (MLD)
Principal-protected listed debentures linked to market reference, issued by rated NBFCs.
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Pre-IPO Stocks
Sourcing, pricing and safe settlement of pre-IPO and unlisted shares.
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RBI Bonds
RBI Floating Rate Savings Bonds via top banks.
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Corporate FDs
High-rated corporate FDs from Bajaj, Shriram, Mahindra, HDFC, ICICI Home, PNB Home, LIC Housing.
Our Commitment
Four principles that govern every recommendation.
Honesty first
We provide full transparency for every recommendation — ensuring that your financial goals remain our top priority.
Research on every line
Nothing enters your portfolio without a qualitative and quantitative review. Every fund should be aligned to your goals and risk profile.
Partnership over transactions
We serve families, not tickets. We believe relationships are measured in decades and often span generations.
Quiet stewardship
Discretion, patience and continuity. We hand hold investors through cycles that reward the composed investor.
Our working process
A methodical, human process.
We treat every portfolio as a lifelong partnership rather than a transaction.
Step 1: Discovery
A candid conversation to understand your financial goals and risk profile.
Step 2: Documentation
Comprehensive KYC and registration processes to ensure regulatory compliance.
Step 3: Fund Selection
Research-based proposals tailored to your specific investment objectives and risk profile.
Step 4: Monitoring
Regular review reports in plain language to keep you informed of portfolio performance.
Step 5: Continuity
Ongoing adjustment and stewardship to ensure your wealth remains protected.
Why choose us
Why choose GTDIS Distribution
Clear, step-by-step assistance shaped around your needs, so you can make investment decisions with confidence.
Services
From online KYC to buying, selling or any other transaction — everything happens from your computer at home or an app on your mobile phone.
Technology
From onboarding to executing transactions in mutual funds, bonds and other instruments, technology is at the heart of our service.
Reporting & Monitoring
Real-time portfolio movements, sector and company breakdowns, asset allocation and tax reports — all available through your investor login.
Research & Information Sharing
We introduce you to the latest research tools to help you evaluate funds and make decisions based on your own investing needs.
Financial goals
What are you investing for?
Pick a goal to see what it could take to get there.
Retirement
Estimate the corpus you may need to retire comfortably.
Child Education
Plan for tomorrow's education costs, adjusted for inflation.
Child Marriage
Set a target and see the monthly investment it needs.
Wealth Creation
See how a regular SIP could build wealth over the long term.
Calculators
Run the numbers yourself
Free, simple calculators to help you plan. Illustrative only.
- SIP CalculatorSee what a monthly investment could grow to over time.
- Step-up SIP CalculatorSee the effect of increasing your SIP a little every year.
- Lumpsum CalculatorEstimate the future value of a one-time investment.
- SIP Delay CalculatorFind out what waiting a few months to start could cost you.
- SWP CalculatorPlan regular withdrawals and see how long your money could last.
- Retirement CalculatorWork out the corpus you may need and the SIP to get there.
- Child Goal CalculatorPlan for your child's education or marriage, adjusted for inflation.
- FD CalculatorCalculate the maturity amount and interest on a fixed deposit.
Client testimonials
What our clients say
“Great service from the first day. They helped me get all my paperwork in order even prior to starting any investments. I like the attitude!”
Suresh NadkarniClient “The online transactions were a breeze. Since I started investing with them I have gained not only financially but also in knowledge. The team is always ready to share information.”
Ravi Man SinghClient “From arranging pick-ups of documents to helping me install the mobile app for my investments, they were always very professional and courteous. I wish them the best success.”
Ekta ManwaniClient
Blog
Latest from our blog
Plain-language articles on investing, tax and personal finance.
Alternatives
5 Myths About Alternate Investment Funds Debunked
AIFs are regulated investment vehicles, yet many misconceptions still surround them. We look at five common myths and what is actually true.
Personal Finance
Avoid These Common Behavioral Mistakes When Making Investment Decisions
Emotions, assumptions and reactions to market movements often lead to choices that don't fit long-term plans. Recognising these patterns is the first step.
Mutual Funds
How to Start Investing in Mutual Funds for the First Time
New to mutual funds? A plain-language guide to the fundamentals — NAV, asset allocation, risk profile, SIPs and market volatility.
Book a free 30-minute consultation
No obligation. Tell us about your goals and we'll explain your options in plain language.