Invest with Confidence

We are builders who love markets. Your trusted partner in data driven mutual fund investing.

Meet Our Team

Led by experienced professionals with deep market knowledge and proven track records.

Vivek Bothra

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

Vineet Bothra

Head Operations

• Credit and Debt specialist
• 10 years at a top‑10 Indian bank
• ₹50 Cr+ AUM originated
• Chartered Accountant
• Operations experience

Why Mutual Funds?

The smart way to build wealth through professional management and diversification.

💰

Tax‑Efficient Structure

Optimised tax treatment helps you keep more of your returns.

⚖️

Balanced Approach

Strike the right balance between time and return for optimal growth.

💧

High Liquidity

Access your investments whenever you need them.

🛡️

Regulation & Transparency

SEBI‑regulated funds offer transparency and investor protection.

🎯

Wide Choice of Schemes

Choose from a wide array of schemes suited to your goals.

🧭

Expert Guidance

Navigate the investment landscape with seasoned professionals.

Our Edge

What sets us apart in the mutual fund landscape.

🔍 Macro & Micro Trend Detection

We spot emerging trends and reversals to time your investments better.

🎓 Deep Market Knowledge

Decades of combined experience across stocks, commodities and bonds.

📈 Data‑Driven Selection

Scientific scheme selection based on quantitative and qualitative analysis.

💻 Digital Partner Ecosystem

All‑digital onboarding and tracking for a seamless investing experience.

🎯 Tankrich Nudges

Timely prompts and insights to keep you on track toward your goals.

📋 Annual Reviews

Periodic portfolio reviews to ensure your investments stay aligned.

Returns Expectations

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.

Goal‑Driven Investing

Follow a structured process to achieve your financial milestones.

Ready to Start Investing?

Book a discovery call or explore our onboarding guide to get started.