The part software cannot do.
These tools tell you which fund is good. Not how much to hold, what to sell first, or what a redemption costs you in tax. That is the conversation.
What you own, what you owe, what the money is for and when. No products discussed.
Every goal costed in today’s rupees and inflated to its date. What is required, not what is available.
Allocation across the four shelves, sized to the plan. Every fund is one you can look up here.
Scheduled reviews, tax-aware rebalancing, a call when something changes — not when a product launches.
You can check our work
Every fund we recommend has a report card here: how it grew, how far it fell. If one looks wrong against its category, ask us why.
The worst fall matters more than the best year
A portfolio you abandon in a drawdown has failed, whatever its ten-year number says. We size risk to what you will hold through.
Fewer, larger positions
Eleven overlapping mid-cap funds is not diversification. It is duplication with paperwork.
Start with a conversation, not a form.
Tell us what the money is for. We will tell you honestly whether we are the right people for it.
Shoolina Ventures LLP is an AMFI-registered Mutual Fund Distributor (ARN-325077) and is not a SEBI-registered Investment Adviser. Any advice we give is incidental to mutual fund distribution: we are paid commission by the asset management companies and charge you no advisory fee. The research on this site is for information and education only. Personalised recommendations follow a suitability discussion.
Meanwhile, compare funds yourself