Money moves made on purpose, not on autopilot
Aeron Invest brings your mutual fund investments and insurance cover under one advisor relationship — so nothing quietly falls through the cracks.
Two parts of your financial life, one advisor
Most people end up with a mutual fund agent and an insurance agent who've never spoken to each other. We do both, so your investments and your cover actually work together.
Mutual Funds
SIP, one-time lumpsum or adhoc investing — mapped to goals like retirement, a child's education or a home down payment.
- SIPs from ₹500/month
- Lumpsum, STP & SWP planning
- Goal-based portfolios, reviewed quarterly
Insurance
Term, health, motor, child and more — compared unbiased across insurers, with claims support when it actually matters.
- Term, health, motor & ULIP
- Quotes compared across insurers
- Claims assistance included
Four steps, then we stay around
Discovery call
A free 30-minute call to understand your income, goals, existing funds and policies.
A written plan
One plan covering what to invest in and what to insure, with no gaps between the two.
We execute
SIPs set up, policies issued — we handle the paperwork end to end.
Ongoing review
We check in every quarter, and again whenever a Budget changes the rules.
The way we work, on the record
Fee transparency
You'll always know exactly what we earn — commission or fee — before you invest a rupee.
One relationship
No more juggling a mutual fund agent and an insurance agent who don't talk to each other.
Human + digital
Track your portfolio and policies online, and talk to an actual person when it matters.
Registered & compliant
AMFI-registered mutual fund distributor and IRDAI-registered corporate agent, so every recommendation is on the record.
What clients tell us
“I had three SIPs, no term cover and my returns filing was delayed in last two years. Aeron sorted all of it in a month.”
“They talked me out of a ULIP my bank was pushing and put me in a plain term plan plus index funds instead.”
“My CA and my fund advisor are now the same team, which sounds small until tax season actually goes smoothly.”
Ready to get your money organised?
A free 30-minute call is the first step. No obligation, no product pushed on day one.
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