Mutual Funds
Most portfolios do not underperform because of one bad fund. They underperform because nobody ever decided what the portfolio was for. We start there, then choose funds to match.
Who this is for
- You hold several schemes but cannot say what each one is doing
- You want category-level reasoning, not a top-performers list
- You would rather own six funds you understand than twenty you do not
Concretely, this is the work
Specific deliverables rather than adjectives — so you can hold us to them.
Portfolio consolidation
Every existing folio pulled into one view, with overlap and duplication mapped before anything is bought or sold.
Category-first selection
We decide the allocation across large, mid, small, debt and hybrid first. Fund choice follows the allocation, never the other way around.
Quarterly review
Drift is corrected, underperformers are examined against their category rather than the headline index, and changes are explained before they are made.
Straight answers
Other mandates
SIP Investment
Automate the habit that does the heavy lifting. Start small, step up annually, and let compounding compound.
Insurance
Protection sized to your actual liabilities and dependants — term, health and critical illness, without the upsell.
Retirement Planning
A corpus and a drawdown plan that survive inflation, longevity and the years markets do not cooperate.
Start with one goal.
Tell us what you are saving for and we will show you the monthly number that gets you there — no obligation, no product pitch.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.