Book a free 20‑minute intro call.
Talk to the Investably team about where you are with mutual funds and what you want to get done. Pick a Saturday slot, enter your details once, and the calendar invite arrives in your inbox.
- No fee and no obligation
- Saturdays, 10am–4pm IST
- Google Meet or phone
- Nothing is invested on the call
Prefer to message? WhatsApp +91 88281 16471
Twenty minutes that make the next step obvious.
The whole process, explained
How we work from first call to annual review: your risk profile, the investment induction, the execution presentation, KYC and set-up.
Straight answers on costs
How a distributor is paid, the difference between regular and direct plans, and what you would pay. In plain words, before you decide anything.
Your current funds, organised
Bring a list of what you hold or your CAS statement. We help you see what is where and what paperwork is pending, such as nominees or KYC.
A clear next step
You leave knowing whether we are the right fit and what happens next. If you go ahead, we send you the profile link the same week.
- Investment advice or a recommendation to buy a fund
- Stock tips, trading calls or promises of returns
- Any pressure to decide on the call
Five steps, in this order.
Nothing is invested until you have been through the induction and made your own decision.
- STEP 120 min
Intro call
On a Saturday. You tell us what you want to get done. We explain how we work and whether we are the right fit.
- STEP 2~15 min
Your profile
We send you a profile link. You fill in your details and risk profile in your own time.
- STEP 3A few days
Investment induction and execution presentation
We walk you through how mutual funds work, their risks and costs, then present scheme options in line with your risk profile.
- STEP 4When ready
Paperwork and set-up
- KYC and folio opening
- Bank mandate and SIP registration
- Nominee details
- STEP 5Every year
Review
A scheduled review meeting, and a direct line to our team in between.
Straight answers.
Is the call really free?
Yes. There is no fee for the intro call and no obligation to go ahead. Nothing is invested on the call.
Who will I speak to?
A member of the Investably team. Investably is an AMFI-registered Mutual Fund Distributor (ARN-188582) in Mumbai.
Do you give investment advice?
No. We are not a SEBI-registered Investment Adviser and do not provide investment advisory services. We explain how mutual funds work, present scheme options in line with your risk profile, and carry out the transactions you decide on.
What should I keep handy?
Nothing is required. If you already invest, a list of your funds or your Consolidated Account Statement (CAS) helps us understand where things stand.
Can I reschedule?
Yes. Reply to the calendar invite or message us on WhatsApp at +91 88281 16471 and we will find another Saturday slot.
Why only Saturdays?
Most people we work with are salaried and busy on weekdays. Saturdays let us give each call proper time.
Pick a Saturday slotChat on WhatsApp
Investably is an AMFI-registered Mutual Fund Distributor (ARN-188582) and does not provide investment advisory services. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. See our disclosures and investor charter.
