Mutual fund distribution, with the paperwork included.
NidhiWon is an AMFI-registered Mutual Fund Distributor (ARN-336509) working with 13 SEBI-registered fund houses. We don't manage your money and we don't promise returns — we help you start a SIP, place a lumpsum, pick schemes that match your goal and risk profile, and stay on plan through the years that follow. Units are always held in your own name and folio, and money moves directly to the fund house.
Every service below is offered in a distribution capacity under SEBI's mutual fund framework — you can see exactly what each category invests in on our scheme portfolio page, and verify our registration on the compliance page.
SIP setup & automation
We help you choose the scheme, size the monthly instalment and set up auto-debit so the habit runs without you.
Lumpsum & STP placement
One-time surpluses placed sensibly, or staggered through a systematic transfer plan to reduce timing risk.
Goal-based planning
Retirement, a home, education, an emergency corpus — each goal gets its own horizon, risk budget and fund mix.
Portfolio review & rebalancing
Annual reviews against your written goal, with rebalancing when allocation drifts from the plan.
KYC & paperwork support
First-time KYC, folio consolidation, nominee updates, bank mandate changes — we handle the forms.
Reporting & tax statements
Consolidated statements, capital gains reports and realised-gain summaries when you need them.
One goal at a time
We write the goal down, date it, size the monthly contribution, and review it every year. No product pushing, no return promises.
Name the goal
Target amount, target date, and how much volatility you can genuinely tolerate.
Size the instalment
A monthly figure you can sustain across market cycles, split across suitable schemes.
Review annually
Progress against target, drift in allocation, and changes in your own circumstances.