FAQs

We help in end-to-end investment solutions tailored for Professionals, Entrepreneurs, HNIs, Ultra-HNIs, and NRIs, across Mutual Funds, PMS, AIFs, and GIFT City opportunities.

Our primary / incidental activity covers:

1. KYC and regulatory onboarding (NSE/BSE/RTA)
2. Goal setting, cash-flow analysis, tax planning and risk profiling
3. Designing customized multi-asset, goal-based investment plans
4. Execution using MFs, PMS, AIF, GIFT City platforms
5. Periodic portfolio reviews and rebalancing (profit booking / loss minimization)
6. Reporting — monthly and annual capital-gains summaries

We use time-tested strategies such as SIP, STP, SWP, SCP, Step-Up SIP, and Step-Up SWP, aligned to inflation-adjusted and tax-efficient growth objectives.

No. We do not charge distribution fees on investments made through Regular Mutual Funds, PMS, AIF, GIFT City or SIF products.

Free-of-charge services include:

1. Mutual Fund investments (Regular plans)
2. Portfolio Management Services (PMS) — Minimum ticket: size  ₹50,00,000
3. Alternate Investment Funds (AIF) — Minimum ticket size: ₹1,00,00,000
4. GIFT City solutions — Resident Indians: USD 500 | NRIs: USD 150,000

Note: Minimum investment sizes are indicative and may vary by service provider.

We follow a disciplined, data-driven and goal-based process designed to our client needs:

1. Discovery: Understand your goals, networth, liquidity needs, and tax status
2. Risk Profiling: Formal Investor Risk Profiling. Discuss risk appetite.
3. Return Expectations: From both Saving and Investing products / opportunities.
4. Time Horizon: Classifying Goals as Short Term, Medium Term, Long Term, Generational Wealth.
5. Research: Evaluate funds using quantitative (Ex: performance, volatility, alpha) and qualitative (Ex: fund manager, process) metrics.
6. Curation: Shortlist suitable options across categories — Equity, Debt, Hybrid, Thematic, Solution-Oriented, PMS, AIFs, GIFT City.
7. Implementation & Monitoring: Execute, track, and periodically rebalance to capture profits and mitigate downside risk.

We receive commissions / brokerage directly from the respective Asset Management Companies (AMCs) and service providers.

Full disclosure on commission (brokerage) is available at:  🔗 https://rrrtejas.in/disclaimer/

Yes. Our team holds all relevant certifications and registrations required by SEBI and associated bodies:

1. NISM V-A (Mutual Funds)
2. NISM XXI-A (Portfolio Management Services)
3. Registrations with AMFI and APMI (as applicable)

View our company and team credentials here  🔗 https://rrrtejas.in/company-profile/

1. National Stock Exchange (NSE) and Bombay Stock Exchange (BSE)
2. Mutual Fund Utilities (MFU)
3. Registrar & Transfer Agents: RTA, KFintech, CAMS
4. Asset Management Company (AMC) portals

Yes. You can view your consolidated holdings anytime at:  🔗 https://clients.rrrtejas.in/login

Your dashboard provides:

1. Real-time portfolio valuation
2. Capital gains and tax-ready statements
3. Performance tracking  
4. Market valuation on key dates - 31 March, 30 June, 30 September, 31 December
5. Consolidation across both RTAs (CAMS & KFintech) and linked external portfolios

We also help you to access your portfolio through MF Central.

Not necessary. You may continue your existing investments elsewhere.

We provide a holistic portfolio view, allowing you to monitor all holdings (across platforms and intermediaries) in one place.

Additionally, we can structure Family Tree Mapping / Family Office-style reporting, consolidating multi-member or multi-entity portfolios for greater clarity.

No. Mutual Fund investments are subject to market risk.
Returns are influenced by market dynamics and fund performance.
Past performance is not indicative of future returns.
Please read all scheme-related documents (SID, KIM, and addendum) carefully before investing.

While core distribution services remain free, we connect clients to our alliance partners and professionals who may charge one-time or incidental fees for:

1. Will writing and estate planning (Attorneys)
2. Trust formation and compliance (Auditors / Legal firms)
3. Comprehensive financial planning (Financial Planners)
4. Home-loan advisory and debt consolidation
5. Investing in Bonds (Corporate, RBI, REC), Fixed Deposits (Bank, Corporate) and other regulated opportunities
6. Individual and NRI tax filing, PAN–Aadhaar linking, new PAN applications, KYC
7. Opening Demat accounts and Direct Equity investing (through curated portfolios)
8. Insurance portfolio review, Insurance advisory (term, health, life, vehicle, travel, annuities)

Fees, if applicable, are transparent and payable directly by the client, to the respective professional or partner.