Buy a Home
₹1.00 Cr in 10 years @ 11% CAGR
MONTHLY SIP NEEDED
₹45,665Illustrative, not a guarantee of returns.
AMFI Registered Mutual Fund Distributor · ARN-275137
Invest with clarity,
plan with purpose.
Goal-based mutual fund distribution for retirement, child education, tax-saving and long-term wealth creation—supported by clear conversations and disciplined follow-through.
✓ Goal-based approach✓ Regular-plan disclosure✓ Personal assistance✓ Client-first, always
Monthly SIP₹10,000
GOAL: CHILD EDUCATION15-year SIP illustration₹10,000 monthly · 15 years · assumed 12% p.a.*
Invested capital₹18.0 L
Illustrative value₹50.4 L
Goal-linked portfolio review
*Illustration uses an assumed rate and is not a promise or guarantee of returns. Actual returns will vary.
Our promiseZero Hidden Charges
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. CROESUS FINSERV is an AMFI Registered Mutual Fund Distributor (ARN-275137), not a SEBI-registered investment adviser. Regular-plan commissions are received from AMCs and are disclosed separately.
- Mutual Funds
- NPS
- GIFT City Investment
- Life Insurance
- Zero Hidden Charges
- Health Insurance
- General Insurance
- Bonds
- Corporate Fixed Deposits
- Loan Against Shares & Mutual Funds
- AMFI Registered
- NRI Investment Services
- Tax-Efficient Investing
- Will & Estate Solutions
- GST & Income Tax Return Filing
- ARN-275137
ANSWERS IN SECONDS
Try it yourself — live calculators
Adjust the numbers and watch your money grow. No sign-up, nothing to navigate away to.
₹500₹2.00 L
1 year40 years
1%30%
This calculator is for illustration only. It assumes a constant rate of return and monthly compounding; actual mutual fund returns are not fixed or guaranteed. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
What your goals could cost
Child's Education
₹50.00 L in 15 years @ 12% CAGR
MONTHLY SIP NEEDED
₹9,909Illustrative, not a guarantee of returns.
Retire Comfortably
₹3.00 Cr in 25 years @ 12% CAGR
MONTHLY SIP NEEDED
₹15,809Illustrative, not a guarantee of returns.
SIP amounts assume beginning-of-month contributions and monthly compounding at the stated illustrative rate. Actual mutual fund returns are market-linked and not fixed or guaranteed.
WELCOME
A complete range of services, one trusted partner
We offer multiple distribution services — mutual funds, insurance, fixed deposits and more — complemented by a full suite of expert-led services. Everything you need to build, protect and pass on your wealth, in one place.
Client-First Approach
We provide unbiased suggestions and always put the client's interest first — never a product, never a commission.
Structured & Disciplined
Every process is ethical and follows a well-structured, disciplined approach to investing — so decisions are calm, not reactive.
Goal-Based Conversations
We begin with your goals, time horizon and comfort with risk, so every conversation stays focused on what matters to you.
Long-term Engagement
We stay engaged as your life and priorities change, helping you review progress and revisit the next steps.
Get a clear picture of your financial health in under 3 minutes.
Coming soon — questionnaire and calculation rules will be added later.
Coming soon — questionnaire and classification rules will be added later.
How we work in your best interest
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Tax note: If you fall within the 30% income-tax slab, the post-tax values of taxable investments may be lower than the amounts shown above.
*Illustrative projections using assumed constant annual rates and monthly compounding; actual returns will vary and are not fixed or guaranteed. Values shown are before tax. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.