Four ways to build it.
One standard for choosing.
Every product on this shelf is judged the same way — how much it grew, and how far it fell when markets turned. Nothing else decides it.
“Be fearful when others are greedy, and be greedy when others are fearful.” — Warren Buffett
Mutual Funds
Self-serve1,672 schemes, each ranked inside its own category — never a mid-cap against a gold fund.
Compare fundsSIF
With an advisorThe tier between mutual funds and PMS — long-short and sector strategies, with mutual-fund style reporting.
Explore strategiesPMS
With an advisorConcentrated, discretionary portfolios. You own the shares directly and see every trade.
Explore strategiesAIF
With an advisorPrivate credit, real assets and long-short funds — the allocations that sit outside listed markets.
Explore strategiesTwo numbers, then a third question.
Most fund research buries you in ratios. We publish the two that decide whether you stay invested — and we only ever compare a fund to funds doing the same job.
How much it grew
Annualised growth over 1, 3, 5, 7 and 10 years — and the actual return in every calendar year, including the bad ones.
How far it fell
The single deepest peak-to-trough drop. Not a volatility number — the drop you would have had to sit through without selling.
Against its own peers
Every fund is judged inside its own SEBI category. A gold fund and a mid-cap fund are different jobs; ranking them together tells you nothing.
Want volatility, Sharpe, Sortino, rolling medians and the full screening engine? It is all under Advanced Tools →
The part software cannot do.
The tools tell you which fund is good. They cannot tell you how much to hold, what to sell first, or what a redemption does to your tax. That is the conversation.
Goal planning
A child’s education, a house, retirement — each milestone costed, funded and tracked.
Portfolio construction
Across all four shelves, sized to what you actually need rather than what is trending.
Reviews & rebalancing
Scheduled reviews, tax-aware rebalancing, and a call when something genuinely changes.
Estate & succession
Nominations, wills and the structures that keep wealth intact across a generation.
As an NRI, I needed guidance I could trust. This team made investing in India seamless and rewarding.
I was always conservative with my money, mostly in FDs. Now I’ve diversified into mutual funds and goal-based plans — and I’m seeing real growth.
They helped me map out my retirement step by step. For the first time, I can actually visualize what financial freedom looks like.
Before you ask us
Are the research tools free?+
Yes. The fund comparator, report cards and the advanced screening tools are free to use, with no sign-up.
Is this investment advice?+
No. The self-serve research is for information and education. Personalised recommendations come from a conversation with our team, where we can account for your goals, taxes and existing portfolio.
Why do you only show two numbers?+
Because they are the two that decide whether you stay invested. Growth tells you where you are heading; the worst fall tells you whether you would still be holding when it happened. Everything else is available under Advanced Tools.
Where does the fund data come from?+
Official AMFI scheme data and daily NAV feeds, refreshed every morning. NAV history goes back to 2006.
Who can invest in SIF, PMS and AIF?+
Anyone who meets the SEBI minimum — ₹10 lakh for a SIF, ₹50 lakh for PMS, ₹1 crore for an AIF. None of them requires accredited-investor status; accreditation is what lets you go below those minimums, not a condition of entry. We will walk you through suitability, lock-ins and taxation before anything is placed.