Sample Hybrid Fund
16.10%3Y annualised
-1.10%1D
AMFI-registered Mutual Fund Distributor, ARN-175683
Guided approach to wealth creation
AMFI-registered MFD · ARN-175683Your money goes straight to the AMCWe earn commission from AMCs
In 15 years you could have2.8x
₹01234567890123456789.0123456789 L
₹
You invest ₹18.0 LGrowth ₹32.5 L
At an assumed 12% a year, compounded monthly. Returns are not guaranteed.
₹ 100 Crfrom KYC to your first SIP300+your money goes straight to the AMCRisk profilefind your investor type online2020the SIP each goal needsSIPa fixed amount, every monthPortfolio scorea health check for your funds₹ 100 Crfrom KYC to your first SIP300+your money goes straight to the AMCRisk profilefind your investor type online2020the SIP each goal needsSIPa fixed amount, every monthPortfolio scorea health check for your funds
Portfolio scorea health check for your fundsSIPa fixed amount, every month2020the SIP each goal needsRisk profilefind your investor type online300+your money goes straight to the AMC₹ 100 Crfrom KYC to your first SIPPortfolio scorea health check for your fundsSIPa fixed amount, every month2020the SIP each goal needsRisk profilefind your investor type online300+your money goes straight to the AMC₹ 100 Crfrom KYC to your first SIP
Small, regular and patient beats large and occasional. See how much of your final corpus is money you put in versus money the market made for you.
Illustrative fund and chart for display only, not a real scheme or its actual returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
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Some, for growth
Returns shown are illustrative past performance and do not guarantee future results. Mutual fund investments are subject to market risk; read all scheme-related documents carefully.
Get startedWith a yearly top-up, your SIP could reach₹0123456789.01234567890123456789 Cr
₹99.0 L more than a flat SIP
₹99.0 L more than a flat SIP
₹10,000
20 years
Raise every year by
Year20
Topped up₹1.99 Cr
Flat SIP₹99.9 L
Invested₹68.7 L
Drag the handle across the chart. Assumes 12% a year, compounded monthly. Illustrative only.
We translate your goals into an inflation-adjusted number and the monthly SIP that gets you there.
₹2.00 Cr
25 years
Expected inflation
Retirement
It will cost about
₹0123456789.01234567890123456789 Cr₹45,300a month, starting now
Your SIPs 16%Market growth 84%
Set your first goalAssumes 12% annual returns on the SIP. For planning only, not a guarantee.
Your Consolidated Account Statement holds the full picture. We read it and show you spread, risk, overlap and fund performance in plain words.
Drop your CAS here
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CAMSKFintechNSDLCDSL
Encrypted in transitRead-only analysisPassword never savedDeleted after use
62% sits in large caps
Moderately high, 4 of 5
Two funds share 47% of stocks
47%
3 funds trail their index
Sample insights. Your report is built from your own statement.
Sanjay Kumar PatwariFounder · BCom · 30 years
Investing is personal, and so is the way we work. DRU FINANCE is a team you can reach directly. We answer questions the way we would want ours answered: clearly, without jargon and without pressure.
- We understand before we suggestWe begin with your goals, your timeline and how you feel when markets fall. Only then do we talk about funds.
- We explain everythingEvery recommendation comes with the reasons: what it is, what it costs, how we are paid and what could go wrong.
- We stay with youWe review your holdings with you from time to time and suggest changes when your goals or the funds change. The decision is always yours.
Same people. Plain language. No pressure.
DRU FINANCE was started after 20+ years in Indian capital markets, and years of studying how funds are run and who runs them. We saw that choosing a fund is no longer the hard part. With dozens of fund houses and thousands of scheme options, the harder question is who is running the fund and whether they stay consistent. We built DRU FINANCE to answer that question with the same rigour we apply to our own money.
Book an appointment2020Founded in Kolkata
300+Families served
₹ 100 CrAUM distributed
30 yrsAverage client tenure 7+
Success means helping our clients move closer to what matters most.Sanjay Kumar Patwari, Founder · BCom
We learn your goals and your comfort with risk.
We recommend a short list of funds and explain why.
Plain-English disclosure of exactly how we're paid on every product.
We review your holdings with you periodically and suggest changes; you decide.
Real experiences from the families and professionals who invest with us.
3 goals, all on trackwith one call a quarter
Between client deadlines I had no time to track funds. One quarterly call keeps all three of my goals on track.
Ananya KulkarniChartered accountant, Pune
3 of 3Goals on track
4 calls a year, that is all
Testimonials reflect individual experiences and are not indicative of future performance or results.
See every fund, start or pause SIPs, check goal progress and chat with your wealth partner, all from one secure app.
4.8 average from 12,000+ ratings
9:4186%
SIP raised to ₹13,200From your next debit on 5 Dec
Good evening,
AAnjali
Total portfolio value
₹18,42,650
+14.2%Invested₹14,10,000
XIRR13.8%
Funds7
Next SIP5 Nov
Monthly SIPs
₹28,000 a month
Active SIPs4
Next debit5 Dec
MandateUPI
FC
Flexi cap fund5th, UPI Autopay
₹12,000NX
Nifty 50 index10th, UPI Autopay
₹8,000MC
Mid cap fund15th, UPI Autopay
₹5,000Flexi cap fund₹12,000 on the 5th of every month
PauseRaise 10%Skip once
Confirm ₹13,200 a month
My goals
₹38.6 L saved so far
68%Retirement
41%Child education
27%Dream home
Child education is driftingFix it
Add ₹3,500 a month to reach ₹60 L by 2034Retirement is on track₹3.2 Cr target, 16 years to go
Dream home is building upYour monthly SIPs keep adding to it
DRU FINANCEOnline now
Today
I just got my annual bonus, ₹2 lakh. Where should it go?10:02
Hi Anjali! Your child education goal is a little behind. We could look at putting ₹1.2 L there and the rest towards your dream home.10:41
Makes sense. Can we also talk about raising my SIPs?10:43
Of course. Saturday 11 AM works? I'll bring the options.10:46
Yes, Saturday worksCall me instead
Write a message…
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Daily NAV updatesReal XIRRAll AMCs together
UPI autopay
Start, pause or change SIPs in a tap.
1Choose the SIP2Raise 10%✓Done
Pause up to 3 monthsSkip one instalmentAuto yearly top-up
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68%
Retirement41%
Child education27%
Dream homeMessage your wealth partner
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