About I Tag Financials
A mutual fund distributor built on process and disclosure
We help individuals and families invest in mutual funds through structured, goal-based plans, and we tell you plainly what we are, what we are not and how we are paid.
Who we are
I Tag Financials is a business name 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.
Our work is mutual fund distribution. You can read what that covers on the mutual fund services page, and how we think about goal-based investing.
How it works
How we work with investors
Four steps.
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Step 1
Understand
A conversation to understand your goals, income, existing investments and risk appetite.
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Step 2
KYC & onboarding
Complete KYC as mandated by SEBI and AMFI norms. The process is largely paperless.
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Step 3
Invest
You choose schemes and set up SIPs or lumpsum investments.
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Step 4
Review
On request, we look at your holdings with you against your goals and horizon, and help with the changes you decide to make.
Before the first conversation you can fill in the Financial Journey form for your own use and bring its report along if you wish; our staff area does not show what you save there. Scheme suggestions are made after understanding your goals, horizon and risk profile.
How we are paid
We earn commission from asset management companies (AMCs) on investments made through us in regular plans. The commission is paid out of the scheme's expenses, which is why a regular plan has a higher expense ratio than the direct plan of the same scheme.
We disclose the commission applicable to a scheme when we recommend it, and on request at any time. Read the commission and conflict disclosure and the note on regular vs direct plans.
What we are registered as
- An AMFI-registered Mutual Fund Distributor, ARN-319081, valid January 2025 – January 2028.
- Operating within SEBI's framework for mutual fund distribution and the AMFI Code of Conduct.
- A distributor of regular plans of schemes of SEBI-registered mutual funds.
What we are not
- Not a SEBI-registered Investment Adviser.
- Not a Research Analyst, Portfolio Manager or stock broker.
- We do not offer guaranteed or assured returns, and we do not give stock recommendations.
Any planning inputs we provide are incidental to mutual fund distribution. Full details are in our regulatory disclosures.
People
Our team
- Sourabh Verma Founder & Managing Director
- Suraj Tiwari Head of Operations
- Nidhi Prajapati Relationship Manager, Investments
- Dev Patel Relationship Manager, Investments
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.
Talk to us about your goals
A no-obligation conversation. We explain how we work and how we are paid.