Goal-based investing · Across India
Grow your wealth with a plan built around your goals
ChicFund Investments helps families invest with purpose for retirement, a child's education, a home or an emergency fund. We keep it simple, transparent and personal, and we're with you at every step.
“Your goals. Our guidance. A brighter tomorrow.”
The power of a monthly SIP
₹10,000 a month, invested for different periods
Illustration at an assumed 12% p.a. return. Not a promise of returns; mutual fund investments are subject to market risks.
Goal planning
What are you saving for?
Every plan starts with a goal. Tell us yours and we'll help you build an investment plan with a clear timeline.
Services
How we help
Practical, hands-on support at every stage of your investing journey.
Portfolio review
A clear look at your existing investments, how they're allocated and how much risk you're taking.
Fund selection
Mutual funds shortlisted to match your goal, time horizon and comfort with risk.
SIP planning
Disciplined monthly investing, set up once and automated, so your money grows steadily over time.
Regular reporting
Simple, periodic updates on how your investments are doing against your goals.
How it works
Three simple steps
Talk to us
A free, no-obligation call to understand your goals, income and current investments.
Get your plan
We suggest a goal-wise investment plan with funds and SIP amounts, explained in plain language.
Invest & track
Invest online in minutes through our trusted partner platforms, then review your progress with us regularly.
Products
Investment options
A wide range of investment and protection options under one roof, matched to your goals and risk comfort.
Mutual Funds
Equity, debt, hybrid and tax-saving (ELSS) funds through SIP, STP, SWP or lumpsum, aligned to each goal.
Global Funds via GIFT City
Diversify beyond India with global funds offered through the GIFT City (IFSC) route.
Stocks, ETFs & IPOs
Invest directly in listed shares, exchange-traded funds and new IPOs through a demat account.
PMS & AIFs
Portfolio Management Services and Alternative Investment Funds for larger portfolios.
NPS
National Pension System for long-term, low-cost retirement saving.
Fixed Deposits & Bonds
Corporate FDs and bonds for predictable, steady income.
Loan Against Mutual Funds
Get funds when you need them without redeeming your investments.
Term & Health Insurance
Protect your family and your savings before you invest.
Products are made available through our partner platforms: Wealthy, Creso and NJ Wealth. Availability, minimum investment and eligibility vary by product and partner. PMS and AIFs are meant for eligible high-net-worth investors.
Calculators
See how your money can grow
Move the sliders to project the potential value of a monthly SIP or a one-time lumpsum investment.
Illustrative only, assuming a constant annual return. Actual returns will vary. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
About
About ChicFund Investments
ChicFund Investments was started to give families straightforward, honest help with investing, without jargon and without pressure. Most people don't need complicated products. They need a clear plan, the discipline to stick with it, and someone to check in with along the way. That's what we provide.
We work with individuals and families across India, entirely online and over the phone, with investments made through trusted partner platforms: Wealthy, Creso and NJ Wealth.
FAQ
Common questions
How much do I need to start?
You can start a mutual fund SIP with as little as ₹500 a month in many funds. What matters more is starting early and staying consistent.
Do you charge a fee for the first call?
No. The first conversation is free and there's no obligation to invest.
How do you get paid?
You invest in regular plans of mutual funds. As a mutual fund distributor, ChicFund Investments receives commission from the fund houses. There is no separate fee for my services.
Is my money safe with you?
Your money never comes to us. Investments go directly from your bank account to the fund house, and units are held in your own name. You can see them anytime in your CAS statement.
Can you review my existing investments?
Yes. Share your consolidated account statement (CAS) and we'll walk through your current holdings together.
Get in touch
Let's plan your next step
Share a few details and we'll get back to you within one working day. Prefer to talk now? Call or WhatsApp directly.
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