Our Services
From mutual funds and insurance to fixed deposits, loans and demat accounts, find the services you need in one place. We keep the process simple, explain your options clearly, and help you choose what makes sense for you.
Your Money. Your Dreams. Not Someone Else’s.
We help you choose mutual funds based on your goals, risk profile and investment horizon. Whether you are starting a SIP or investing a lump sum, we help you explore suitable funds across equity, debt and hybrid categories and make an informed investment decision.
- Professionally managed by experienced fund managers
- Diversification across multiple asset classes and sectors
- Start a SIP with as little as ₹500 per month
- Mutual fund options across equity, debt and hybrid categories
- Regular portfolio review to keep your investments aligned with your needs
Know Your Risk First. Then Choose Your Investment.
Understand how much investment risk suits you with our 11-question risk assessment. Get a clear risk profile based on your risk tolerance, investment preferences and financial goals before choosing your investments.
- Comprehensive 11-question risk profiling assessment
- Instant risk category assessment from Conservative to Aggressive
- Understand your risk tolerance and investment preferences
- Consider your investment horizon alongside your risk profile
- Personalized asset allocation recommendations based on your risk profile
Fixed Returns. Clear Expectations.| FD
Looking for predictable returns without market-linked fluctuations? We help you explore Fixed Deposit options based on your tenure, interest rate and income needs, so you can choose an option that fits your financial plan.
- Fixed interest rates with assured returns
- Flexible tenure options to suit different financial needs
- Competitive interest rates across available FD options
- Monthly, quarterly, or maturity-based interest payout options
- Tax-saving FD options under Section 80C,subject to eligibility
- FD options for different income and savings needs
Protect What Matters. Be Ready for What’s Ahead | Insurance
Protect your family, income and health with the right insurance cover. We help you compare term and health insurance options based on your coverage needs, budget and life stage, so you can choose protection that fits your financial plan.
- Term and health insurance options for individuals and families
- Affordable premium options with flexible payment choices
- Coverage tailored to your protection needs and budget
- Expert support in comparing and choosing suitable plans
- Dedicated claim assistance with documentation and claim support
Need Funds? Explore the Right Loan for You.
From Loan Against Mutual Funds to personal, home and business loans, we help you explore suitable borrowing options based on your needs, eligibility and repayment capacity.
- Loan Against Mutual Funds for eligible mutual fund holdings
- Access liquidity without necessarily redeeming your investments
- Funding options for personal needs, a new home or growing a business
- Loan options based on your needs, eligibility and repayment capacity
- Support with documentation and the loan application process
Ready to Start Investing in Stocks? Start with the Right Account| DEMAT ACCOUNT
Open a Demat and Trading Account through our partner platforms and get ready to invest in stocks, ETFs and other market-linked securities. We help you understand the account-opening process and choose an option that suits your investing needs.
- Start your stock market journey with a digital Demat & Trading Account
- Access stocks, ETFs and other market-linked investments
- Choose from multiple Demat account options
- Simple, paperless KYC and account opening
- Easy access through digital trading platforms
- Get started with investing once your account is active
More Ways to Protect, Plan & Grow.| OTHER SERVICES
From motor insurance and tax filing to traditional savings policies and travel insurance, Stockstrail helps you take care of the important financial needs that often get overlooked. And there’s more to explore as your needs evolve.
- Motor insurance for cars, bikes and other vehicles
- Tax filing support to help you file correctly and on time
- Traditional savings and guaranteed-return insurance plans
- ULIP options for insurance and market-linked investment needs
- Travel insurance for domestic and international trips
- Professional support with documentation, renewals and other service needs
Our Partners
Backed by 27+ leading AMCs, banks and insurers across India
Not sure where to start? Let's figure it out together.
Take our free risk assessment or talk to an AMFI-registered advisor to get a personalised recommendation across mutual funds, insurance, loans and more — no jargon, no pressure.