A financial product distributor in Mumbai

Mutual funds, MLDs, PMS and more. Just ask.

Message the desk and get a straight answer on how a product pays and what can go wrong.

  • Dalal Street family since 1878
  • AMFI ARN-361747
  • APMI APRN09233
  • EUIN E18267

For education only. Not investment advice, an offer or a solicitation.

A sample conversation with the desk about MLDs and SIPs, and a box to ask your own question.

How it works

Ask.

Message the desk. Any product, any question.

See.

Watch how it pays before you commit.

Open the explorer

Plan.

Turn a goal into a monthly number.

Open the planner

Place.

We prepare the forms. You sign.

Message the desk. Any product, any question.

Dalal Street, since 1878

From a banyan tree to a trading screen.

Scroll to move through the years

Raising money for your company?

SME IPOs on BSE SME and NSE Emerge, private placements and AIF capital.

Raise capital

A note from Tanish

My family has been on Dalal Street since 1878, among the founding members of the Bombay Stock Exchange.

The habit that came with the name: read the document first, and stand behind what you place.

Tanish BrokerBrokerBriefs, Mumbai

  • MSc Banking and FinanceKing’s College London
  • Registered distributorAMFI and APMI, ARN-361747

Get your Investment Policy Framework

A short document that sets down what your money is for, how long you can leave it, how much risk you can live with, and how it could be split across products. It is how institutions and family offices work.

  • What the money is for, and by when
  • How much risk and cash access you need
  • A target mix across the desk's products
No fee. Part of the relationship.

Begin your framework

Prepared personally. A first draft within five working days.

The rest, your timeline and what you already hold, we map together on the call.

Educational and informational only. The framework maps suitability across products distributed by this desk. It is not personalised investment advice; BrokerBriefs is a distributor, not a SEBI-registered investment adviser.

FAQ

Common questions

What does BrokerBriefs actually do?

We help you invest across mutual funds, market linked debentures, fixed income, PMS, and private and global markets - and we help companies raise capital and list. One desk, both sides of the market.

What is the minimum to start?

Mutual funds can begin with a small monthly SIP. Other products vary - PMS, for instance, is ₹50 lakh and above by regulation. Tell us your situation and we will explain the options.

How do you get paid?

On most products, through a trail commission paid by the product manufacturer - disclosed, and built into the product rather than charged to you separately. Capital-raise work is arranged directly with companies.

Regular or direct plans - which do I get?

Regular plans, which is how a distributor is compensated to guide and service you over time. If you want guidance and one accountable point of contact, that is the trade-off; if you prefer to do everything yourself, direct plans exist.

Is my money safe? Who holds it?

Your investments sit with the AMC, the exchange, or a custodian - never with BrokerBriefs. We arrange and service; we never hold your money.

Can I invest outside India?

Yes. Resident Indians can invest overseas under the RBI's Liberalised Remittance Scheme, up to USD 250,000 a financial year. GIFT City funds and portfolio managers offer a regulated route without a foreign bank account. Read the global investing brief →

How do I start?

Message the desk on WhatsApp or book a call. We talk first, then go through the options - no pressure to commit.

Message the deskCall