What we do directly
As a mutual fund distributor:
- Distribute mutual fund schemes (regular plans)
- Help with KYC, onboarding and transactions
- Set up and track SIP, STP and SWP
- Share scheme documents and explain features, costs and risks
Clarity for your next step
Goal-based money management and mutual fund distribution
Goal-based money management services work best when each decision supports the others. PriyaFincorp helps you organise goals, understand investment choices and review protection, with a clear explanation of our distribution role and when specialist input is needed.
Scope
What we do, and when we refer you to others
PriyaFincorp is an AMFI Registered Mutual Fund Distributor, ARN-110892. We are not a SEBI registered Investment Adviser.
Planning guidance
General and educational:
- Talk through your goals, time frames and risk comfort
- Review income, expenses and savings with you
- Show scenarios with our calculators
- Explain insurance, tax and estate points so you know what to ask
When we refer you
You will need a qualified professional for:
- Tax filing and tax opinions: a chartered accountant or tax professional
- Wills, trusts and legal drafting: a lawyer
- Cross-border tax and FEMA questions: an expert in the countries involved
- Personalised investment advice or portfolio management: a SEBI registered Investment Adviser
Our insurance work is a review of your cover and gaps. Planning guidance is not investment advice and does not guarantee any outcome. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Mutual Funds
Equity, debt and hybrid fund schemes, explained against your goals, time frame and risk comfort.
- Equity funds
- Debt funds
- Hybrid funds
- SIP, STP and SWP set up and tracking
Goal-Based Money Management
General guidance to help you understand your goals and options.
- Goal awareness
- Education cost awareness
- Cash flow and savings basics
- Regular plan reviews
General and educational guidance. Not a personalised plan or investment advice.
Retirement Money Management
Understand what retirement may need, using our calculators.
- Retirement need illustration
- SIP amount illustration
- Understanding withdrawal (SWP) options
General and educational guidance. Not a personalised plan or investment advice.
Insurance awareness and referrals
We help you evaluate insurance and refer you to an authorised provider.
- Life insurance review
- Health insurance review
- Gap and overlap check
By referral only. PriyaFincorp does not place or sell insurance. An authorised insurance provider does.
Tax Planning
Investing with tax in view, so your plan works after tax.
- Tax-aware investment choices
- Capital gains awareness
- Working with your CA or tax professional
Estate Planning
Protect your legacy and make wealth transfer smooth.
- Will and succession awareness (drafting by your lawyer)
- Family trust awareness
- Nominee and succession review
Fixed Income
We help you evaluate government bonds, corporate fixed deposits and NCDs and refer you to an authorised provider.
- Government bonds
- Corporate fixed deposits
- NCDs
By referral only. PriyaFincorp does not sell these products. An authorised provider does.
For NRIs and expatriates
India-linked planning, even when you live abroad
You earn in one country and plan for goals in another. We help you keep that organised and simple.
Talk to us about NRI planningAreas we help with
- Organising India investments from abroad
- Understanding NRE, NRO and FCNR account choices
- FEMA and tax treaty (DTAA) awareness
- Remittance and rupee movement planning
- Estate planning across countries
Rules vary by country and by case. We point you to a tax or legal expert where needed. Investments are subject to market risks.
Our credentials
Two credentials held by our founder
Certified Financial Planner (CFP®)
Our founder holds this credential. It covers investments, retirement, tax and risk management in one framework.
Chartered Trust and Estate Planner (CTEP™)
Our founder holds this credential. It covers wills, trusts and succession. For drafting, we refer you to a lawyer.Investments in mutual funds are subject to market risks. Please read all scheme-related documents carefully. We are an AMFI Registered Mutual Fund Distributor, ARN-110892.
How we are paid
As a distributor, we are paid by fund houses through commission on regular plans. We explain this before you invest. For insurance, government bonds, corporate fixed deposits and NCDs, we refer you to authorised providers. We may receive a commission or fee from the provider for these referrals. We tell you before you proceed.
Read our payment disclosureYour questions, answered
Frequently asked questions
Which goal-based money management services does PriyaFincorp provide?
We offer goal-based planning guidance, mutual fund distribution, retirement planning support, insurance needs reviews and coordination of tax and estate considerations. Specialist tax, legal and insurance placement work is handled by appropriate providers.
Can PriyaFincorp help me start a SIP?
Yes, within our mutual fund distribution role. We discuss goals, affordability, risks and scheme information before supporting setup. A SIP does not guarantee returns or protect against losses.
Are tax and legal services performed directly?
We help identify questions and organise records, but refer filings, legal drafting, treaty advice and other specialist matters to qualified professionals.
Do you offer guaranteed-return investments?
No mutual fund return is guaranteed. We explain risk and use clearly stated assumptions for illustrations rather than promising investment outcomes.
Start with a conversation.
Tell us what matters to you. We’ll explain how we can help.
Explore each service
Mutual fund distribution and SIP support
PriyaFincorp distributes mutual fund schemes under AMFI ARN-110892 and provides investor information and transaction support. A SIP is a contribution method, not a guarantee. Start with your goal, time frame, access needs and risk comfort, then understand the scheme documents, costs and the support available before investing.
Read about this serviceRetirement money management
Retirement money management starts with expenses, time and the resources available after salary income stops. PriyaFincorp explains general retirement concepts and mutual fund illustrations within its distribution role. Inflation and return assumptions are uncertain. Individual tax, legal and regulated investment-advice questions need the appropriate qualified professional before decisions are made.
Read about this serviceNRI mutual fund information and support
NRI money management starts with the purpose of the money, its spending currency and the provider requirements that apply to your circumstances. PriyaFincorp offers India-linked mutual fund information and investor support within its distribution role. Banking, tax-residency, FEMA, reporting and legal questions require the relevant bank or qualified professional.
Read about this serviceEstate and nomination awareness
Estate preparation includes knowing what you own, where the records are kept and which questions require a lawyer. PriyaFincorp provides general investment-record and nomination awareness within its stated role. Will drafting, trusts, succession rights and the legal effect of nominations need qualified legal assessment. Tax consequences require a qualified tax professional.
Read about this serviceInsurance awareness and authorised-provider referrals
Insurance awareness starts with household responsibilities, current cover and the questions you need to ask an authorised provider. PriyaFincorp helps you evaluate insurance questions and refers you to an authorised provider. Insurance is by referral only. PriyaFincorp does not place or sell insurance policies. Mutual fund distributor registration does not establish insurance authorisation. Confirm the actual service scope before any product arrangement.
Read about this service