Build Wealth With Discipline, Not Guesswork.
Discover mutual funds, plan your goals, track your portfolio and get ongoing investment support — all through Dulawat Finserve.
Illustrative arithmetic only. Returns are assumed, not promised; mutual fund investments are subject to market risk.
Discuss This Goal With MeWhat do you want to do?
Four common starting points. Pick the one that sounds like you — every path ends with a plan, not a fund name.
I'm investing for the first time
Pick a goal, see the monthly SIP it takes, and start with a documented plan — not a random fund tip.
Use the goal planner →I already own mutual funds elsewhere
Groww, Zerodha, a bank, or another distributor — tell us what you hold and we’ll go through it together.
Book a portfolio review →I want to plan for something specific
Retirement, a child’s education, a home — choose the goal and see what it actually takes.
Plan a goal →I'm already a Dulawat Finserve client
See your holdings, SIPs, transactions and capital gains any time.
Client Login →See what consistency can become.
Calculations are illustrative and do not represent guaranteed returns.
Every SIP should have a reason.
Choose a goal to load it into the planner above, with an inflation-adjusted target and the monthly SIP it would take.
Selecting a goal scrolls to and updates the goal planner above.
Four stages. In this order.
Goal discussion
We start with your goals, timelines and existing commitments — not with a scheme name. Nothing is recommended before the goal is written down.
Documentation & KYC
KYC, nomination, bank mandate and risk profiling handled end to end, with every document tracked in a CRM so nothing sits half-finished.
SIP registration
SIP registration and folio setup across AMCs, with the mandate dates aligned to your salary or business cash-flow cycle.
Half-yearly review
A scheduled review twice a year: what the goal needs now, what changed in your life, and whether the SIP amount should step up.
Research before you invest.
Real, live NAV from the daily AMFI feed — never ranked by past return. Every fund's full trailing-return history is one click away.
| Scheme | AMC | Class | NAV |
|---|---|---|---|
| 360 ONE Balanced Hybrid Fund - Direct Plan - GROWTH Option | 360 ONE Mutual Fund | Hybrid | 13.83 |
| 360 ONE Balanced Hybrid Fund - Regular Plan - GROWTH Option | 360 ONE Mutual Fund | Hybrid | 13.23 |
| 360 ONE Dynamic Term Fund - Direct Plan - GROWTH Option | 360 ONE Mutual Fund | Equity | 25.62 |
| 360 ONE Dynamic Term Fund - Regular Plan - GROWTH Option | 360 ONE Mutual Fund | Equity | 24.21 |
| 360 ONE Dynamic Term Fund - Regular Plan - GROWTH Option | 360 ONE Mutual Fund | Equity | 24.21 |
Your portfolio may own more funds than it needs.
Share your Consolidated Account Statement and we’ll go through what you actually own — across every AMC, not just the ones bought through us.
Scores are explainable dimensions, not a single arbitrary rating. Methodology is shared with every report.
What are you paying a mutual fund distributor for?
Regular Plans generally carry a higher expense ratio than Direct Plans, because distributor commission is included in the scheme expenses. Here is what that covers — and what it does not.
You handle everything yourself
A service layer around the same schemes
Everything you own, in one view.
Technology when you want it. A person when you need one.
Most investing decisions are behavioural, not analytical. Tools handle the repetitive work; a named person handles the decisions that matter.
Learn the thing, then decide.
Including the awkward ones.
How we earn, what we are not, and what happens when markets fall. If something here is unclear, ask directly.
Ask a QuestionWhat visitors are asking.
Start with your goal. Not with a fund name.
Tell us what you are investing for. We will map the plan, and stay with you through the parts that are hard to do alone.
Tell us what was useful and what was missing. Your name and comment may be published; your email is never published or used for marketing.