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Every page on the Finpotters website, in one place.
Finpotters
- HomeMutual funds, PMS, bonds, alternatives, insurance and lending for families in India and abroad.…
- About FinpottersWho we are: the trade name of two AMFI-registered Mutual Fund Distributors, helping families approach money…
- Our ApproachHow Finpotters works, in four steps: understand your goals, talk through a framework, put it in place with…
- ContactCall, WhatsApp or write to Finpotters. Meet us at the office, or by video call from anywhere in the…
Investments
- Mutual FundsMutual funds explained in plain words: fund categories, SIP, STP and SWP, Regular vs Direct plans, and tax…
- Portfolio Management ServicesPortfolio Management Services from SEBI-registered portfolio managers: how PMS works, the ₹50 lakh minimum,…
- Bonds and Fixed IncomeBonds explained simply: government, corporate, tax-free, 54EC and RBI Floating Rate bonds, their risks, and…
- Stock AdvisoryStock advisory from SEBI-registered partners: research for direct equity. The partner does the research;…
- Alternative Investment Funds (AIF)AIF Categories I, II and III explained plainly. SEBI-regulated private funds for experienced investors, with…
- Infrastructure Investment Trusts (InvITs)What InvITs are, how their income distributions work, and the risks to understand before investing in roads,…
- GIFT City FundsGIFT City (IFSC) funds explained: global diversification in US dollars for NRIs, and for residents under the…
Protection and lending
- InsuranceTerm life and health insurance explained simply: why you need it, roughly how much cover, and help when you…
- Lending & LiquidityHome loans, car loans, business loans, loan against property, loan against securities including mutual funds,…
Guides
- NRI GuideInvesting in India from abroad: NRE and NRO accounts, KYC from overseas, US and Canada rules, TDS,…
- Investor EducationPlain-English investor education: the topics we cover, awareness sessions for companies and groups, guides,…
- Retirement Investing with Mutual FundsA plain guide to investing for retirement with mutual funds: building up with SIPs, moving money with STPs,…
- Will, Nomination and Succession BasicsWhy a nominee is not the same as an heir, how nominations work for mutual funds, and a simple checklist so…
Useful
- Forms & DownloadsKYC, SIP, redemption, nomination, change-of-details and tax forms: what each is for, and the latest version…
- eKYC & Quick LinksCheck or update your KYC online: official links to CAMS, KFintech and CVL KRA, and to the KYC pages of DSP,…
- Disclosures & ComplianceWho regulates the products Finpotters distributes, our registrations, how we are paid, standard risk…
- Complaints & GrievancesHow to raise a complaint or privacy grievance with Finpotters, who handles it, how fast we reply, and how to…
Legal
- Privacy PolicyWhat personal data Finpotters collects, why, who receives it, how long it is kept, how it is protected, your…
- Terms of UseThe terms for using the Finpotters website: who we are, what the content is and is not, links, fraud warning,…
- DisclaimerWhat the information on this website is and is not, and the risk disclaimers for mutual funds, PMS, AIFs,…