Based in Pala, we help you choose suitable mutual funds for your goals — from children's education and home purchase to retirement — with a clear, transparent process.
*Illustration only. Mutual fund investments are subject to market risks. Returns are not assured or guaranteed.
At Egg and Egg Finserv, we focus on understanding your goals and risk profile before recommending suitable mutual fund schemes.
Map each SIP to specific goals like education, retirement, home purchase, or wealth creation.
Annual portfolio reviews to check alignment with your risk profile and time horizon.
Fully online KYC, SIP registration, and tracking with periodic portfolio reports.
Help you allocate between equity, debt, and hybrid funds based on your risk appetite.
Clear disclosure of commissions and expense ratios. No "guaranteed return" promises.
Guided by SEBI & AMFI guidelines, with proper documentation and risk disclosures.
We assist you across your investment journey — from the first KYC to monitoring and rebalancing.
Determine how much to invest every month for each goal and select suitable funds.
Ideal for salaried investorsDeploy bonuses, inheritances, or windfalls using STP and diversification strategies.
One-time money deploymentBuild an inflation-adjusted retirement corpus and design SWP structures.
Long-term focusUse ELSS and suitable funds while keeping an eye on exit loads and taxation rules.
Under current tax lawsUse this simple calculator to understand how your monthly investments can grow over time.
Want a personalized plan? Share your basic details and goals using the form below and we'll reach out with a custom asset allocation proposal.
Understand your goals, existing investments, liabilities, and risk profile.
Recommend suitable categories and funds with clear rationale and documentation.
Complete KYC, SIP registration, and account setup through paperless processes.
Track performance, rebalance when required, and support during redemptions.
No. Mutual fund investments are subject to market risks and do not offer guaranteed returns. Historical performance is not an indicator of future returns.
As a mutual fund distributor, we may receive commissions from AMCs, which are disclosed to you. If any separate fee is applicable for financial planning, it will be transparently discussed and documented.
Share your PAN, basic KYC details, and bank information. We will help you complete e-KYC and set up SIP mandates digitally.
Yes. SIPs can be modified, paused, or cancelled subject to the terms of the respective mutual fund scheme and AMC processing timelines.
We assist with capital gains statements and transaction reports from the AMCs/R&T agents to help you and your tax advisor file returns.
Typically PAN, Aadhaar, address proof, and a cancelled cheque or bank details for SIP registration. Requirements may vary with regulations.
We operate as an AMFI-registered Mutual Fund Distributor. SEBI registration details and ARN will be shared in your welcome kit and on official documents.
Selected NFOs from leading AMCs. Updated regularly.
Opens: 05 Mar 2026
Closes: 18 Mar 2026
Category: ETF FoF
Opens: 06 Mar 2026
Closes: 20 Mar 2026
Category: International
Equity
Opens: 02 Mar 2026
Closes: Mar 2026
Category: Equity FoF
Expected Launch
Category: Value
Expected Launch
Category: Thematic
Expected Launch
Category: Multi Asset
Insurance helps you stay financially secure against unexpected events.
Life insurance provides financial security to your family in case of your untimely death. It can also help in long-term savings and wealth creation, depending on the plan. This ensures that your loved ones can manage daily expenses, loans, and future goals without financial stress. It is ideal for those looking for both protection and disciplined savings.
Health insurance covers medical expenses such as hospitalization, treatments, and surgeries. With rising healthcare costs, it protects your savings from being drained during medical emergencies. It also provides access to better healthcare facilities without financial burden. Every individual and family should have adequate health coverage.
Term insurance is a pure protection plan that offers high life cover at a very affordable premium. It ensures that your family receives a large sum of money if something happens to you during the policy term. Unlike other plans, it does not include savings or investment components. It is the most cost-effective way to secure your family’s financial future.
Share your details and we'll reach out with a brief call to understand your requirements.