No pitch. No brochure.
Just a conversation.
We take on a limited number of new families each year. If you’d like to talk to a mutual fund distributor who starts with your situation, not a product, tell us a little about it. If we can genuinely help, we’ll take it from there. If not, we’ll point you to something that fits better.
WhatsApp or call
+91 90030 72416
Monday to Saturday, 9 AM to 6 PM IST. WhatsApp is the quickest way to reach us.
invest@curatemymoney.com
Best for detailed questions, or if you’d rather write things down first.
We come to you
In Chennai, we meet you at your home, by appointment.
Everyone else, including all our NRI clients, works with us entirely online.
Or leave us a message
Share your details and a good day to call. A line or two about your situation is plenty. We’ll get back to you, usually within one working day.
What happens when you get in touch
You tell us a little about yourself
A line or two is enough: what stage of life you’re at, and what’s on your mind. If you’re an NRI, mention your country and a good time to call.
We have a conversation
About your situation, not our products. It helps if you have your Consolidated Account Statement (CAS) handy, but it isn’t required.
If it’s a fit, we take it from there
If we think we can genuinely help, we’ll explain how we’d work together. If we can’t, we’ll say so, and suggest where to go instead.
Getting your CAS
Your Consolidated Account Statement lists all your mutual funds in one document. Request it free from the CAMS or KFintech website, and it arrives by email within minutes. Send it to us for a clear view of what you own.
Already a client?
Log in to your portfolio dashboard, or message us on WhatsApp for anything you need.
CurateMyMoney is an AMFI-registered mutual fund distributor (ARN-184811). Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.