Trusted • Regulated

Almanack — Distributing financial products with clarity and care

We help individuals & families access mutual funds, insurance products and retirement solutions backed by transparent processes and regulatory-first compliance.

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We provide Distribution & Services for

Mutual funds

Mutual Funds

Access a curated range of mutual funds across equity, debt and hybrid strategies with clear performance summaries and fee breakdowns.

Insurance

Insurance Solutions

Work with regulated insurers to offer life, health and group protection solutions tailored to clients' needs.

Retirement

Retirement Planning

Retirement planning and distribution of pension and annuity products, with easy-to-understand documentation for clients.

PMS

Portfolio Management Services

Designed primarily for high-net-worth individuals (HNIs), PMS offers professionally managed portfolios to help investors achieve their financial goals efficiently.

Tax Planning

Tax Planning

Solutions that reduce tax liability while building long-term wealth through systematic and disciplined investing.

FD, Bonds & Debentures

FD, Bonds & Debentures

Secure your investments with high-yield Fixed Deposits, Bonds, and Debentures tailored to meet your financial goals with safety and reliability.

NPS

NPS

Plan for a secure retirement with the National Pension System (NPS), a flexible and tax-efficient way to build your pension corpus over time.

Loan Against Mutual Funds

Loan Against Mutual Funds

Access quick funds by pledging your mutual funds, providing liquidity without liquidating your investments and helping you meet urgent financial needs.

Home-Car-Bank Loans

Home-Car-Bank Loans

Find the right financing options for your dream home, vehicle, or personal banking needs with competitive interest rates and customized solutions.

Will & Succession Planning

Will & Succession Planning

Ensure your assets are protected and transferred smoothly to your loved ones through professional will and succession planning services.








Why Almanack

Regulated & Compliant

We prioritise regulatory compliance and clear disclosures, ensuring your investments are always handled responsibly.

Trusted Partners

Partnered with established AMCs and insurers to provide a reliable product shelf with recommendations that suit your goals.

App Access To Track Your Portfolio

Get access to our investment tracking app where you can view your portfolio, returns, SIP status and reports anytime, from anywhere.








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About Almanack

Almanack Business Services is an AMFI-registered financial products distribution company focused on connecting clients to high-quality mutual funds, insurance and retirement products. Our 360-degree perspective ensures you receive comprehensive financial guidance, tailored to your unique goals and aspirations. We emphasise transparency, regulatory compliance and responsive service.

  • Our services focus on clarity, simplicity and practical guidance — We believe informed investors make better choices.
  • Client focused onboarding with continuous digital support.
  • Beyond individual advisory, we are committed to enhancing financial literacy & educating individuals about investments, risks and market dynamics in India.
🏆
10+
Awards
👥
500+
Clients
📈
25+
Years of experience







What clients say

"Your service was beyond my expectation. I appreciate your assistance in guiding me."

— Pawan Agarwal

"For me, you are a friend, a philosopher, and a mentor. I feel confident knowing our financial planning is in your safe hands."

— Atul Mehrotra

"Talking to you gave me clarity and confidence. Thank you for making things so clear and comfortable to understand."

— Vikram







Contact us

Get in Touch

Phone

+91-8858658700
+91-9506640133

Email

operations@almanack.in
farhan@almanack.in