We are builders who love markets. Your trusted partner in data driven mutual fund investing.
Led by experienced professionals with deep market knowledge and proven track records.
Founder
• 15+ years equity‑investing experience
• Acknowledged as a top 50 small‑cap investor (India Business Magazine)
• 10K+ newsletter readers
• MBA (Gold Medalist) & CFA (US L2)
• Published investment researcher and strategist
Head Operations
• Credit and Debt specialist
• 10 years at a top‑10 Indian bank
• ₹50 Cr+ AUM originated
• Chartered Accountant
• Operations experience
The smart way to build wealth through professional management and diversification.
Optimised tax treatment helps you keep more of your returns.
Strike the right balance between time and return for optimal growth.
Access your investments whenever you need them.
SEBI‑regulated funds offer transparency and investor protection.
Choose from a wide array of schemes suited to your goals.
Navigate the investment landscape with seasoned professionals.
What sets us apart in the mutual fund landscape.
We spot emerging trends and reversals to time your investments better.
Decades of combined experience across stocks, commodities and bonds.
Scientific scheme selection based on quantitative and qualitative analysis.
All‑digital onboarding and tracking for a seamless investing experience.
Timely prompts and insights to keep you on track toward your goals.
Periodic portfolio reviews to ensure your investments stay aligned.
Historically observed median CAGR ranges across different fund categories.
Fund Category | Median CAGR (5Y+) |
---|---|
Debt Funds (Low risk) | 5 – 7% |
Hybrid/Balanced Funds | 8 – 10% |
Equity Large/Multi‑cap | 10 – 12% |
Equity Mid/Small‑cap | 12 – 15% |
These ranges are illustrative based on historical data and market conditions; actual returns may differ and are not guaranteed.
Follow a structured process to achieve your financial milestones.
Define your goal & risk appetite
Identify the time horizon and returns you need to meet your objectives.
Choose fund categories
Allocate across debt, hybrid and equity funds based on risk/return balance.
Select specific schemes
Use our data‑driven tools to pick the best‑fit schemes in each category.
Monitor & adjust
Stay on course with Tankrich Nudges and periodic portfolio reviews.
Book a discovery call or explore our onboarding guide to get started.