AMFI-registered Mutual Fund Distributor
I Tag Financials helps individuals and families invest in mutual funds through structured, goal-based plans: SIPs, lumpsum investing, tax-saving ELSS and retirement corpus building.
We are distributors of mutual funds, not a SEBI-registered Investment Adviser, Research Analyst or stock broker. We do not offer guaranteed or assured returns.
Self-service. An account needs only your name, email and a password, and your details are entered only after you log in.
Organise your financial goals and keep a structured record of your income, expenses, assets, loans, investments and insurance in your own account.
An informational and organisational tool, incidental to our mutual fund distribution services. It is not investment advice or a recommendation.
A guided tool to help you organise the information needed to prepare a Will, and keep it as a summary that can be reviewed before a Will is drafted and formally executed.
This tool does not give legal advice and does not create a Will. Completing the form does not produce a legally valid Will. Legal validity, witnessing and execution requirements must be checked separately.
Your website account is separate from the investment transaction platform. To view your portfolio or transact, use the investment platform login or the Android app. See our third-party platform disclosure.
What we do
Access to schemes across asset management companies, with KYC and onboarding support and paperless transactions.
Regular plans · Commission disclosed
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Invest a fixed amount every month or a one-time sum.
Two routes, one discipline
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Retirement, education, a home or an emergency fund. Start from the goal and work back to the plan.
Goal first, product second
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Plan the numbers
These tools are for illustration only. They do not predict or promise the performance of any scheme.
How it works
A conversation about your goals, income, existing investments and comfort with risk.
We help you complete the KYC that SEBI and AMFI norms require. It is largely paperless.
You choose schemes and set up SIPs or lumpsum investments.
On request, we look at your holdings with you against your goals and horizon, and help with the changes you decide to make.
Why investors work with us
AMFI-registered and operating within SEBI's mutual fund distribution framework.
We earn commission from asset management companies on regular plans. We tell you so up front, disclose the commission on a scheme when we recommend it, and on request at any time.
Schemes are suggested after understanding your goals, time horizon and risk profile.
Learn before you invest
NAV, expense ratio, riskometer and scheme documents in plain language.
Short guides on SIPs, plan types, emergency funds and more.
Registration, fees, KYC, accounts and complaints.
Risk disclosure: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. Mutual funds do not offer guaranteed or assured returns. Figures shown are illustrative, based on assumed rates that you can change, and are not a forecast of any scheme.
Start the conversation
Tell us about your goals and we will get back to you during office hours. No obligation.
