Your Wealth OS.
A goal-driven operating system for your financial life — built to plan, invest, monitor and course-correct continuously, across mutual funds, PMS and AIF.
See every future, not a straight line.
A single growth curve is a guess dressed up as a fact. Your Wealth OS runs the plan across thousands of market paths — so you see the full range before you commit.
Illustrative only · Monte Carlo across 400 simulated market paths · assumes 12% expected return and 16% annual volatility · re-drawn live as you change inputs. Not a forecast or guarantee. Mutual fund investments are subject to market risks.
Mutual funds, PMS and AIF
Mutual Funds
The compounding engine. SIPs, lumpsum, STP and SWP across AMCs
PMS
The conviction layer. Discretionary & non-discretionary strategies from India's leading portfolio managers — curated for HNIs and NRIs.
AIF
The alternatives module. Cat I, II & III funds across private credit, long-only equity and long-short — curated for HNIs and NRIs.
The most important number in investing isn't a return — it's a date. Set what you can invest, and watch the journey unfold.
What we run
From a first SIP to a discretionary mandate. Drag the deck to see where you fit.
Mutual funds From Rs 500
Compare, select and purchase online
Open an account, finish KYC on your phone and start a SIP the same day. We are paid a trail commission by the AMC out of the scheme's expense ratio, so you never write us a cheque.
Portfolio management Rs 50 L min
A mandate, not a fund
Discretionary portfolios run by SEBI-registered managers and held in your own demat. We help you shortlist by strategy, drawdown history and overlap with what you already own.
Alternatives Rs 1 Cr min
Long-short and concentrated equity
Pooled vehicles running strategies mutual funds cannot: long-short books, derivative overlays, concentrated listed portfolios. Minimums and lock-ins are set by SEBI and tax is paid at the fund level.
For NRIs NRE / NRO
Repatriable, treaty-aware
Invest from the Gulf, Singapore, the UK, North America or Australia through NRE or NRO accounts, with the TDS and treaty paperwork sorted up front rather than at redemption.
Second opinion No cost
What you already own, X-rayed
Use our Portfolio X-Ray to map overlap by ISIN, weight and sector. Most portfolios hold the same twenty stocks four times over under different fund names.
Mutual fund investments are subject to market risk; read all scheme related documents carefully. PMS and AIF carry their own risks and minimums set by SEBI. Idopia Services Pvt Ltd is an AMFI-registered mutual fund distributor (ARN-331653) and a distributor of PMS and AIF products, not an investment adviser. We distribute regular plans and are paid trail commission by the asset management company; no advisory fee is charged to the investor.
NRI corridors
Pick the country you are taxed in. See how India treats the gain, what is deducted at source, and what you need to file to claim treaty relief.
Drag to rotate · tap a city
Indicative and for education only. Rates shown are India-side and change with each Finance Act; treaty relief depends on your residency status, a valid Tax Residency Certificate and Form 10F. Idopia Services Pvt Ltd is an AMFI-registered mutual fund distributor (ARN-331653) and is not a tax adviser or investment adviser. Confirm your position with a qualified tax professional before acting.
Tools, hubs and guides
Calculators that run on your numbers, country guides that name the form you need, and a market note every trading day. All free, no sign-up.
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Calculators are illustrative and use assumptions you set; they are not forecasts or recommendations. Guides are general information, not tax or investment advice. Idopia Services Pvt Ltd is an AMFI-registered mutual fund distributor (ARN-331653).
