Wealth built to last, chosen with numbers.
Mutual funds, PMS, AIFs, bonds and unlisted shares, chosen and reviewed by a team of chartered accountants, advocates and wealth professionals. We measure every equity fund in India against its index, every weekday, so each fund you hold has to earn its place.
Each dot is a fund (Regular plan): its 3-year return a year above or below the index. Hover to see which, click to open.Tap a dot to open the fund.
One plan across everything you invest in
We start with your goals and what you already hold, build one plan, and place the money where it fits: mutual funds first, then PMS, AIFs, bonds and unlisted shares as wealth grows. Then we review it with you every year.
How much should you invest, and where?
Tell us your goals, from a wedding next year to retirement at 60, and how you handle market falls. You get the secure corpus to aim for, the exact monthly amount for each goal, and what to move in what you already hold, tested on every month of Indian market history since 2007.
- Goal by goal: weddings, education, home, retirement
- A secure retirement target: 25× your yearly spending, or more if you retire early
- What you already hold counted first; the SIP covers the rest
- Your plan replayed through the 2008 and 2020 crashes
- Private: runs in your browser, nothing is sent to us
Choose a quick plan (2 minutes) or a detailed one (6 minutes) on the next page.
Or start with one number: SIP, goal, retirement income (SWP), EMI or capital-gains tax.
Every fund category, rated every month
Each fund is measured against its own index, then against its peers, with Regular and Direct plans kept apart. Pick a category to see which funds are ahead.
Regular plans. Ratings describe past track records; they are not a forecast or a recommendation.
Strongest track records by category
Top three Regular plans by track-record score. Not a recommendation to buy; past performance does not guarantee future returns.
Same category, same three years, lakhs apart
Regular plans with a 3-year record, strongest and weakest 3-year return in each category, to the latest NAV. Past returns, not a forecast.
Mutual funds, PMS, AIFs, bonds and unlisted shares, reviewed together for overlap, cost and risk, wherever they are held.
Chartered accountants and advocates on the team plan what to sell and when, so gains use the ₹1.25 lakh yearly exemption and losses are not wasted.
Every fund is measured against its total-return index and its peers. When one you hold falls behind, it comes up in your review.
Commission on Regular plans, fees on PMS and AIFs. We tell you what we earn on a product before you invest.
- A first conversationYour goals, what you already hold and your tax position. No forms to fill first.
- A review of everything you ownOverlap, cost, tax and gaps across funds, bonds and other holdings, wherever they are held.
- A plan you can followWhat to keep, change or add, and why. Reviewed with you every year, or sooner when something changes.
What the data says right now
Bring us the whole picture
Families, professionals and business owners come to us with a mix of funds, policies, shares and plans built up over years. We start by putting it in one view, then help you decide what to keep, what to change and what to add.
Mutual fund ratings
Compare funds and portfolio overlap
Add up to four funds, from any category. Overlap shows how much of each portfolio is the same stocks, from the latest monthly disclosures.