Investment Case Engine 2.0

India's first personalized MF Investment Blueprint — SIP + Lumpsum, STP Strategy and Combination Mode

Select Mode:
📈
SIP + Lumpsum
Monthly SIP and/or lumpsum across funds
STANDARD
🔄
STP Mode
Park in Liquid → Weekly/Monthly STP to Equity
GAME CHANGER
🎯
Combination
Part SIP + Part STP — advanced strategy
ADVANCED
✏️
Create My Blueprint
Pick any fund yourself · Full control · Max 10 funds
NEW ⭐
Investor Details
Who is investing, how much, and for how long.
Appears on your investment blueprint
Min ₹100 as per SEBI guidelines
Years
+
Months
=
Total Period
6 Months
Minute precision — e.g. 7 years 6 months = 90 months
Plan Preference
Choose plan type and nature — applies to all selected funds.
Direct
Regular
Direct: No commission. Higher returns.
Regular: Via distributor. Advisory support.
Growth
IDCW / Dividend
Growth: Wealth compounds.
IDCW: Regular income payouts.
Select Asset Classes
Choose asset classes. Then select how many funds from each.
Select Your Funds
📌 Top 10 Funds per Sub-Category
Each asset class is further divided into sub-categories. Equity includes Large Cap, Flexi Cap, Mid Cap, Small Cap, Bluechip, Large & MidCap, Thematic, Multi Cap etc. Use the sub-category tabs to explore within each class and choose from Top 10 funds per sub-category.
Set Allocation
Allocate investment across funds and set amounts.
Portfolio Allocation
Allocated: 0%

Create My Blueprint

Search and select any fund from 8,700+ AMFI schemes · Choose SIP, Lumpsum, or STP · Set your own amounts and tenure

✏️ Self-Directed Selection
📋 Max 10 Funds
📊 8,700+ Funds Available
📄 PDF Blueprint Ready
Your Selected Funds 0 / 10 funds added
Ace Financial Services
SEBI Registered ARN Holder · AMFI Certified MFD · Kaustubh Valimbe
Create My Blueprint
SELF-DIRECTED INVESTMENT BLUEPRINT
Your Investment Blueprint
Prepared by Ace Financial Services
Total Invested
₹0
Expected Value
₹0
Total Funds
0
Your Selected Funds & Projections
Portfolio Summary
# Fund Name Type Amount (₹) Tenure Expected CAGR Expected Value (₹) Wealth Gain (₹)
🔍 Explore Funds
⚠️ Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme documents carefully before investing. Past performance is not indicative of future returns. NAV data sourced from AMFI India. Return projections are estimates based on historical 3Y CAGR and are not guaranteed. Ace Financial Services — SEBI Registered ARN Holder · Kaustubh Valimbe.
KV
Kaustubh Valimbe
CEO · Ace Financial Services · SEBI ARN · 33+ Years Experience
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