Mutual Fund Distribution
Distribution of schemes from leading AMCs — equity, debt, hybrid and index funds — with structured onboarding, KYC support and paperless transactions.
Regular plans · Commission disclosed on request
AMFI Registered Mutual Fund Distributor · Vadodara
Disciplined, goal-based investing — done the compliant way.
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 — with transparent processes and full regulatory disclosure at every step.
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.
What We Do
Our Services
Every service below is delivered strictly within the scope permitted to an AMFI-registered mutual fund distributor. Where a product is regulated by another authority, it is facilitated only through appropriately registered entities.
SIP & Lumpsum Investing
Systematic Investment Plans and lumpsum investments mapped to your time horizon and risk profile, with periodic portfolio reviews and rebalancing support.
Goal-mapped · Reviewed periodicallyInsurance Solutions
Life, health and general insurance protection for your family — facilitated exclusively through IRDAI-registered insurers and licensed intermediaries.
Via IRDAI-registered entities onlyTax-Saving Investments
Tax-efficient investing through ELSS mutual funds and other eligible instruments under prevailing income-tax provisions. Not a substitute for professional tax advice.
Consult your tax adviser for tax mattersGoal-Based Financial Planning
Structured planning support for retirement, children's education, home purchase and other life goals — incidental to and in connection with mutual fund distribution.
Incidental advice under the MFD frameworkIPO & Loan Facilitation
Assistance with IPO applications (through ASBA/UPI processes of SEBI-registered intermediaries) and referrals for personal, home and business loans through RBI-regulated banks and NBFCs.
Facilitation only · No recommendations
Plan With Purpose
Goal-Based Investment Planning
Investing works best when it is anchored to a real objective. We help you define the goal, estimate the corpus and map a disciplined investment route to it.
🏖️
Retirement
Build a corpus for a financially independent retirement.
🎓
Child's Education
Plan ahead for rising education costs in India and abroad.
🏠
Home Purchase
Save systematically for your down payment and beyond.
💍
Wedding Planning
Budget and invest for family wedding milestones.
🚗
Vehicle Purchase
Plan a purchase without straining monthly cash flow.
✈️
Travel & Vacation
Fund your travel goals through short-horizon investing.
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Emergency Fund
Build a liquid buffer for life's unplanned events.
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Wealth Creation
Long-horizon investing aligned to your risk profile.
Start Your Financial Journey → Complete your financial profile in 8 guided steps
Plan The Numbers
Investment Calculators
Explore how disciplined investing compounds over time. These tools are for illustration only — they do not predict or promise the performance of any scheme.
Illustrative Projection
Total invested—
Estimated gains—
Estimated value—
Disclaimer: This calculator is for illustration and education only. The assumed rate of return is hypothetical and user-selected; it is not indicative of the actual returns of any mutual fund scheme. Mutual funds do not offer guaranteed or assured returns. Past performance is not indicative of future returns.
Illustrative Projection
Amount invested—
Estimated gains—
Estimated value—
Disclaimer: For illustration and education only. The assumed rate of return is hypothetical and does not represent the performance of any scheme. Mutual funds do not offer guaranteed or assured returns.
Illustrative EMI
Monthly EMI—
Total interest—
Total payment—
Disclaimer: For illustration only. Actual EMI, interest rates, fees and eligibility are determined solely by the lending bank/NBFC. We act only as a referral facilitator for loans offered by RBI-regulated lenders.
Why Investors Work With Us
Built on Process, Not Promises
Regulatory Discipline
AMFI-registered, operating within the SEBI mutual fund distribution framework, with the AMFI Code of Conduct at the centre of everything we do.
Transparent Economics
We earn commission from asset management companies for distribution. The commission structure applicable to your investments is disclosed on request.
Suitability First
Recommendations of schemes are made only after understanding your goals, horizon and risk profile — never on the basis of past returns alone.
Experienced Team
Led by professionals with over two decades in financial services, supported by NISM-certified personnel and ongoing regulatory training.
How It Works
Your Investment Journey
Understand
A free consultation to understand your goals, income, existing investments and risk appetite.
KYC & Onboarding
Complete KYC as mandated by SEBI/AMFI norms — fully assisted, largely paperless.
Invest
Select suitable schemes, set up SIPs or lumpsum investments, and receive all scheme documents before investing.
Review
Periodic portfolio reviews, goal tracking and rebalancing support as your life and markets evolve.
Wide Scheme Access
SBI Mutual Fund
HDFC Mutual Fund
ICICI Prudential
Nippon India
Axis Mutual Fund
Kotak Mahindra
Aditya Birla Sun Life
UTI Mutual Fund
DSP Mutual Fund
Franklin Templeton
Mirae Asset
Motilal Oswal
Parag Parikh (PPFAS)
PGIM India
HSBC Mutual Fund
Edelweiss
Baroda BNP Paribas
Quant Mutual Fund
Quantum
Bank of India MF
ITI Mutual Fund
JM Financial
LIC Mutual Fund
Mahindra Manulife
Samco
Shriram
Taurus
Trust Mutual Fund
Unifi
WhiteOak Capital
Helios
Bajaj Finserv
Groww Mutual Fund
Asset Management Companies We Distribute
We distribute schemes of leading SEBI-registered mutual fund houses, giving you access to a broad universe of equity, debt, hybrid and index funds.
SBI Mutual Fund
HDFC Mutual Fund
ICICI Prudential
Nippon India
Axis Mutual Fund
Kotak Mahindra
Aditya Birla Sun Life
UTI Mutual Fund
DSP Mutual Fund
Franklin Templeton
Mirae Asset
Motilal Oswal
Parag Parikh (PPFAS)
PGIM India
HSBC Mutual Fund
Edelweiss
Baroda BNP Paribas
Quant Mutual Fund
Quantum
Bank of India MF
ITI Mutual Fund
JM Financial
LIC Mutual Fund
Mahindra Manulife
Samco
Shriram
Taurus
Trust Mutual Fund
Unifi
WhiteOak Capital
Helios
Bajaj Finserv
Groww Mutual Fund
AMC names are shown for identification of the schemes we distribute and do not imply endorsement, partnership or performance representation by any AMC.
About I Tag Financials
Who We Are
I Tag Financials is the financial distribution brand of Green Outdoors Global Private Limited, an AMFI Registered Mutual Fund Distributor (ARN-319081) based at Race Course Circle, Vadodara, Gujarat.
We were founded on a simple belief: every Indian household deserves access to disciplined, transparent, goal-based investing — regardless of investment size. We combine experienced human guidance with modern digital onboarding to make investing simple, compliant and consistent.
Our mission is to help individuals and families build long-term wealth through suitable mutual fund investments, full disclosure and honest, process-driven service. Our vision is to be among Gujarat's most trusted mutual fund distribution firms, known for integrity and investor-first conduct.
SV
Sourabh Verma
Founder & Managing Director
21+ years' experience
ST
Suraj Tiwari
Head of Operations
20+ years' experience
NP
Nidhi Prajapati
Relationship Manager — Investments
8+ years' experience
DP
Dev Patel
Relationship Manager — Investments
3+ years' experience
Full Transparency
Regulatory Disclosures
In line with the AMFI Code of Conduct and SEBI's framework for mutual fund distributors, the following disclosures apply to all our engagements.
Registered entity
Green Outdoors Global Private Limited, operating under the trade name "I Tag Financials"
AMFI Registration (ARN)
ARN-319081 · Valid January 2025 – January 2028 · Verifiable at amfiindia.com
Nature of registration
Mutual Fund Distributor. We are not a SEBI-registered Investment Adviser (RIA), Research Analyst, Portfolio Manager or stock broker. Any planning inputs we provide are incidental to mutual fund distribution.
Commission disclosure
We receive commission from asset management companies for the distribution of mutual fund schemes (regular plans). Details of commission rates applicable to schemes recommended to you are available on request, and the industry-wide commission disclosure is published on the AMFI website.
No assured returns
Mutual funds do not offer guaranteed or assured returns. Past performance is not indicative of future returns. Any illustrations on this website use hypothetical rates and are for education only.
Other products
Insurance is facilitated only through IRDAI-registered insurers/intermediaries. Loans are referrals to RBI-regulated banks/NBFCs. IPO applications are processed through SEBI-registered intermediaries. We do not provide stock recommendations or research services.
Investor grievances
Write first to [email protected] or call +91 75750 24455. If unresolved, you may approach the concerned AMC, AMFI, or lodge a complaint with SEBI through the SCORES portal (scores.sebi.gov.in) or the SMART ODR portal (smartodr.in).
KYC
KYC is mandatory for investing in mutual funds. Investors should deal only with registered intermediaries and verify registration credentials before investing.
Guided Digital Onboarding
Client Tools
Complete your profile online, save progress securely to your account (PAN + Date of Birth login), and resume anytime from any device.
Your Financial Journey
A 9-step guided financial profile — income, family, assets, liabilities, investments, insurance and goals — with an instant cash-flow summary.
Will Preparation
An 8-step data-gathering form for Will and estate planning — family, properties, beneficiaries, executors and witnesses — completed with legal guidance.
My Saved Forms
Sign in with your PAN and Date of Birth to view saved forms, resume where you left off, download your designed report, or erase your data.
🔒 PAN is stored only as a one-way cryptographic hash; form data is encrypted at rest (AES-256). You may permanently erase your data anytime — see our Privacy commitments in Disclosures.
Invest On The Go
The I Tag Financials Mobile App
Track your mutual fund portfolio, start or manage SIPs, complete transactions and stay on top of your goals — securely, from your smartphone.
Portfolio at a glance — live valuation of your mutual fund holdings across AMCs.
SIP management — start, pause or modify SIPs with full scheme documentation.
Secure login — PAN-based login with password/MPIN and biometric support.
Goal tracking — monitor progress toward each investment goal you've set with us.
Android app available now on Google Play. The iOS (App Store) version is on its way — this button will go live the moment it's published.
Common Questions
Frequently Asked Questions
Is I Tag Financials registered with SEBI or AMFI?
I Tag Financials (Green Outdoors Global Private Limited) is an AMFI Registered Mutual Fund Distributor with ARN-319081, valid from January 2025 to January 2028, verifiable on the AMFI website (amfiindia.com). We operate within SEBI's regulatory framework for mutual fund distribution. We are not a SEBI-registered Investment Adviser, Research Analyst or stock broker.
Do you guarantee returns on mutual fund investments?
No. Mutual funds do not offer guaranteed or assured returns, and no distributor is permitted to promise them. Mutual fund investments are subject to market risks; please read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
How does I Tag Financials earn? Do you charge me a fee?
We do not charge investors an advisory fee. As a mutual fund distributor, we earn commission from asset management companies on investments made through us in regular plans. The commission structure applicable to schemes recommended to you is disclosed on request, and AMFI publishes industry-wide commission disclosures.
What is the minimum amount needed to start a SIP?
Most mutual fund schemes allow SIPs starting from ₹500 per month, and some from as low as ₹100. The exact minimum varies by scheme and is stated in the scheme documents you receive before investing.
Is KYC mandatory to invest in mutual funds?
Yes. KYC (Know Your Customer) verification is mandatory under SEBI regulations before investing in any mutual fund. We assist you with the full KYC process — it is largely paperless and typically requires your PAN, Aadhaar and a photograph.
How do I raise a complaint or grievance?
Write to [email protected] or call +91 75750 24455 — we aim to resolve complaints promptly. If unresolved, you may approach the concerned asset management company or AMFI, or escalate to SEBI through the SCORES portal (scores.sebi.gov.in) or the SMART ODR portal (smartodr.in).
Start The Conversation
Email
Book a Free Consultation
Tell us about your goals — we'll respond within one working day. No obligation, no pressure, full disclosure.
Office
I Tag Financials (Green Outdoors Global Pvt. Ltd.)
Race Course Circle, Vadodara, Gujarat, India
Working Hours
Monday to Saturday · 09:00 AM – 05:00 PM IST
Sunday · Closed