Investment, Protection & Private Credit · ARN-307640
One desk for the money
you invest, protect, and borrow.
MFeasy brings mutual funds, research-led model portfolios, rated deposits, bonds, insurance, and securities-backed credit onto one calm file. Every shelf states the issuer’s terms before you commit.
14
Model Portfolios
35
Planning Worksheets
104
Forms on File
One File Across the Years
Investing, protection, and liquidity — coordinated on one record.
Market pulse
Live Market Feed
Invest
Mutual funds across 42+ AMCs, Motilal Oswal model portfolios, fixed deposits, bonds, SIF, PMS, AIF, unlisted shares, and US markets.
Open Investments02Protect
Term life, family mediclaim, motor, property, and general cover — each kept with the insurer’s policy wording and claim book.
Open Protection03Borrow
Digital credit lines against mutual fund units (LAMF) and structured loans against property without liquidating core compounding assets.
Open CreditOn the Desk Today
Published work,
counted in the open.
Model portfolios on the book, fund windows currently accepting applications, and servicing documents ready to download. Every count reflects our live published catalogue.
The MFeasy Perspective
Make room for
what matters.
Your ambitions are personal. Every engagement begins with the job your money needs to do, the time horizon ahead, and the responsibilities you already carry.
Understand
Clarify cashflows, time horizons, family responsibilities, and genuine appetite for drawdown.
Plan
Match the mandate to the right product structure — keeping issuer terms, lock-in, and taxation in plain view.
Act
Execute digitally through Motilal Oswal IMP, BSE Star MF, or verified direct institutional gateways.
Review
The same advisory desk stays on the record when markets shift, tax rules evolve, or life priorities change.
DIRECT CLIENT & ADVISORY DESK
One Private Desk.
Zero Institutional Friction.
Assured Income & Fixed Yield
Income, with the terms
on the page.
Rated corporate deposits, sovereign and corporate bonds, listed NCDs, monthly income schemes, structured debt, and gold — each page states credit rating, payout frequency, and tenure upfront.
All Assured Income Shelves →Fixed deposits & MIS
AAA / AA+ corporate FDs and scheduled monthly income payouts printed beside tenure.
Open →02Bonds
Government G-Secs, PSU bonds, and secondary-market corporate paper with coupon & YTM.
Open →03Listed NCDs
Secured & unsecured non-convertible debentures with credit rating and issue calendar.
Open →04Structured debt
Yield-calibrated debt mandates with defined cashflow covenants and issuer disclosures.
Open →05Sovereign & digital gold
Gold bonds and regulated gold allocation tracks when an issue or tranche is open.
Open →Wealth Creation & Global Markets
Growth, named
product by product.
Funds, institutional portfolios, domestic and international equities, and private market deals. Minimum ticket size, risk profile, and onboarding route stay on each product page.
Explore Wealth Creation Hub →Mutual funds
42+ SEBI-registered AMCs across equity, hybrid, debt, index & ELSS.
↗Model portfolios
Motilal Oswal research-backed baskets with risk & brokerage stated.
↗Specialised Investment Funds
SEBI’s ₹10L+ bridge category between mutual funds and PMS.
↗PMS & AIF
High-conviction ₹50L+ PMS and ₹1Cr+ Category I/II/III AIF mandates.
↗Indian equities & Demat
Direct NSE/BSE equity, ETF, and research execution via Motilal Oswal.
↗Unlisted & pre-IPO shares
Curated private-market equity lots with transparent transfer workflow.
↗US markets & Wall Street
Fractional S&P 500, Nasdaq leaders, and global ETFs under RBI LRS.
↗GIFT City & MLD
Offshore USD funds via IFSCA GIFT City and principal-defined MLDs.
↗Intelligent Model Portfolios (IMP)
Research-led.
Terms in view.
Risk-graded multi-asset and equity baskets powered by Motilal Oswal institutional research. Compare minimum initial capital, additional top-up, and brokerage before opening.
A Considered Conversation
Name the job.
We name the product.
Bring the question you already have — retirement income, child education, treasury yield, or tax-efficient rebalancing. Our reply points directly to the product page, the issuer’s terms, and the exact form.
Advisory Philosophy
“Technology is the worksheet. People are the advisors. You should never have to choose between digital speed and human accountability.”
KS Finoleg Services Pvt Ltd · AMFI ARN-307640 · APRN039894
SOVEREIGN RISK & PROTECTION ARCHITECTURE
Three Pillars of Uncompromising Protection.
Life, enterprise assets, and critical healthcare portfolios structured independently. Every policy is audited to eliminate hidden exclusions, waiting-period traps, and claim-desk friction.
Request a Bespoke Risk Audit →Life & Legacy
High-value pure term assurance, keyman coverage, and MWP Act debt-shielded trusts sized to protect total family liabilities and generational wealth.
Explore Life ArchitecturePILLAR 02Enterprise & Assets
Comprehensive institutional underwriting for prime real estate, luxury automobiles, commercial assets, and personal & director liability.
Explore Asset ProtectionPILLAR 03Global Mediclaim
Cashless executive healthcare, high-sum super top-ups, and international emergency treatment with zero room-rent capping and zero co-pays.
Explore Healthcare CoverLiquidity Without Liquidation
Credit, when a lender link is on file.
Unlock working liquidity against approved equity or debt mutual fund units (LAMF) via lien-marking, or structure long-tenure Loans Against Property (LAP) and home loans — while your long-term portfolio stays invested.
Clarity, Made Practical
Numbers make more sense when
you can see them.
Every calculator is an open worksheet. Drag the assumptions to test monthly SIPs, step-up compounding, retirement drawdowns, or loan EMIs in real time.
Instant Digital Execution
Direct partner gateways.
Verified onboarding.
Paperless e-KYC, Demat onboarding, global brokerage, and credit eligibility gateways with institutional partners.
View All Gateways →Secondary Bond Execution Desk
↗LAP – Sovereign Property Credit Mandate
↗LAMF – Instant Credit Line Against Mutual Funds
↗MLD – Equity Index Accelerator Series B
↗MLD – Sovereign Capital Protected Series A
↗SIF – Dynamic Conviction Growth Desk
↗SIF – Sovereign Alpha Opportunities Fund
↗Motilal Oswal IMP Demat & Trading Account
↗Empanelled Across 42+ SEBI-Registered Fund Houses
Offer Zone
Fund windows,
as published.
New Fund Offers (NFOs), SIF launches, and bond subscription windows tracked on our live calendar with opening and closing dates.
Partnership & Distribution
Build a book of your own.
Independent financial advisors, chartered accountants, insurance specialists, and wealth professionals partner with MFeasy to offer a multi-asset private-wealth desk under one institutional back-office.
One door.
Everything an ambitious advisory practice needs behind your client relationships:
Multi-asset shelf: Mutual Funds, SIF, PMS, Bonds, FDs, Insurance & Credit
Digital client onboarding, portfolio reporting & Motilal Oswal research
Dedicated operations, KYC, and compliance desk support
Transparent revenue-sharing and long-term book continuity
MFeasy Client Desk
Your money,
in view.
Consolidated File
Holdings, XIRR, SIPs & tax statements.
A More Connected Desk
Your financial world.
A little closer.
The client portfolio login keeps family holdings, capital-gain statements, and SIP schedules in one view — while calculators, holiday calendars, useful links, and servicing forms sit one click away.
The Informed Investor
Perspective for
what comes next.
Plain-English notes on SEBI regulations, asset allocation, taxation, and market cycles — plus recorded investor briefings.
Before We Talk
Clear answers.
No jargon.
Common questions on market hours, KYC, demat accounts, taxation, and product mechanics answered directly.
The First Conversation Is Simple
Your next chapter
starts with a conversation.
Tell us what you are planning for. A senior advisor from our desk will respond with the relevant product shelf, issuer disclosures, and next steps.