Save Tax

up to

78,000

Under 80C

ELSS Mutual Funds

Save tax up to ₹46,800 and grow your money

Under 80C

Term Life Insurance

Save tax up to ₹46,800 and protect your family

Under 80D

Health Insurance

Save tax up to ₹15,600 and ensure best health care

Under 80CCD(1B)

National Pension System

Save tax up to ₹15,600 and secure your retirement

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SIP + Lumpsum Calculator

This calculator will help you to visualize the amount which you have invest in lumpsum and monthly basis.

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SIP Delay Calculator

This calculator illustrates how much you stand to lose in case you delay the starting of your SIP by even a few months

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Retirement Calculator

This planner helps you see the future expenditure which would be incurred at the time you retire from active employment/service.

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Working Towards Your Financial well-being.

DIY Tools that help you chase your Dreams

These calculators help you determine the future cost of your Dreams / Goals / Responsibilities and show how much you need to invest now to achieve them.

Welcome to Sterling Portfolio

“STERLING PORTFOLIO is a Mutual Fund distribution company in India. The company is aiming to evolve as a professionally managed, quality conscious and customer focused financial services distribution company.

Highest Standards of Integrity, Trust and Values

This strong foundation is the basis and essence upon which the Sterling Portfolio is based on.

Efficient Execution

Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings.

Fund Performance

WHAT WE DO

Our Services

Providing high quality and cost effective services

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Mutual Fund

As you probably know, mutual funds have become extremely popular over the last 20 years.

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Equity

Get complete access to stock analyst recommendations of the experts.

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Life Insurance

Life insurance is a financial resource for your family and loved ones in case of your death.

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FD & Bonds

The 7.15% Government of India Savings (taxable) bonds, 2003 is a bond issued by the Reserve Bank

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General Insurance

You may not care about your health, but you sure do care about your finances. With healthcare costs.

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NPS

Portfolio investments in shares/debentures by NRIs/OCBs are permitted only through designated branches.

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Quick Solutions with Sterling Portfolio

Would you like to speak to one of our experts over the phone?
Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.


Check testimonials for our satisfied clients

Customer satisfaction is our frist priority
check out what our happy clients say about us

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Abhishek Gupta

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Sanjay Rajput

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Somya Mehta