Tools & Portals

Hornmerchant Classic

Classic is our real classic and presently premium account. Online Transaction & Other technology powered by NSE NMF, Anand Rathi and Datacomp.

Products offered in association of Ms. Sangeeta Kodashettar (our MF Partner) and Anand Rathi (our partner for Equity, etc)

Features:

  • Direct interaction, via all modes of communication.
  • Priority, on-demand Service
  • Information & updates delivered in person.
  • Face-to-face, in person meetings, as and when required.
  • Customized Portfolios
  • Both Offline & Online Transactions
  • Web and mobile application; Physical reports as & when needed

Requirements:

  • Portfolio Size of min. Rs. 10 Lakhs

OR

Average Regular Investments worth min. 25,000 per month

OR

Annual Fees of Rs. 6,000.

Sign Up to get on board!

My MF Account .online

This platform will make your MF investing a pleasant experience. Transaction Tech platform is powered by BSE STaR MF and Datacomp.

This is offered in association with our MF Parther / Associate, Ms. Sangeeta Kodashettar.

Features:

  • Platform for MF investment exclusively
  • 'Regular Plan' MF schemes
  • MF Advisor recommended portfolios
  • MF Advisor guided, self-created custom portfolio's
  • Fully Online & Online only transactions
  • Track you portfolio performance on the go!
  • No minimum portfolio size requirement
  • Free Account!

Requirements:

  • Basic Internet usage & net-banking experience (Recommended)

FundsIndia Advisor.com

If you are tech savvy and experienced MF investor willing to invest a small portion in Equity (shares) also, this is the platform suitable for you.

Funds India is transaction platform of M/s Wealth India Financial Services, offered in association with our MF parther Ms. Sangeeta Kodashettar.

Features:

  • Fully online & Online only, multi-product platform
  • 'Regular Plan' MF schemes, Brokerage for stocks etc
  • Self Investing with Advisor Guidance
  • Custom Portfolios
  • Track you portfolio performance on the go!
  • Free Account!

Requirements:

  • Advanced Internet usage & net-banking experience (Recommended)
  • Min. 3 years of investing experience (Recommended)
  • MF Portfolio Size of min. Rs. 2 Lakhs

OR

Average Regular Investments worth min. 8,000 per month

Rathi.com

If Equity (shares) is you main investment, then this is the platform suitable for you.

M/s Anand Rathi Group is our Partner for Equity & other Products.

Features:

  • Fully online, multi-product platform
  • Both online & offline Equity Trades; Online only for MF
  • 'Regular Plan' MF schemes, Brokerage for stocks etc
  • Custom Portfolios
  • Track you portfolio performance on the go!
  • Free Account!

Requirements:

  • Portfolio Size of Min 5 lakhs (Equity)

DiY investor Guide.com

This is Un-bundled service offering; i.e., Advise and Execution Separated; Each of Advise and Execution services can be opted as per your needs.

If you think,

You are a well informed (learned) and experienced investor, willing and capable of taking investment decisions largely yourself but need just a little help to bolster your confidence or seek final refinement,

OR

You are a meticulous and proactive person willing to involve yourself in maintaining your investments but don't have enough know-how or domain knowledge to take investment decisions,

OR

You wish get full service but want to be sure about investments decisions and actions being free from conflicts of interest (of your's and adviser's),

OR

Or if you don't have enough knowledge and experience but wish to learn be an independent investor,

then, DIY Investor Guide is the place.

DIY Investor Guide is just a public blog to get connected and share general ideas and concepts that are important DIY Investing. The open blog posts, though are of very high quality and insight, may not suite the specific requirements of an individual. It however, offers premium (paid) services to suit the individuals' needs.

If you are a serious on being independent DIY investor, then first understand what kind of DIY Investor you are choose the solution that suits best for you. Presuming yourself (and your capabilities) to be something else than what you are is the first and biggest blunder you should avoid in investing (well, it's the same for everything else in life!).