We investigate,
so you can invest.

Build and improve your portfolio with our help and expertise in mutual funds and SIFs.

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30-minute call · No charge · No obligation

Portfolio review

Age 34 · Moderate risk · 5 funds

Sample

Your mix against your target

Now
Target

What we found

  • 41% of the stocks in your 3 equity funds are the same
  • 2 of 5 funds have not beaten their market index over 5 years
  • 1.6% a year goes to fund costs, on average
A sample portfolio review brief.
  • AMFI-registered (ARN-370951)
  • 40+ fund houses empanelled
  • Transparent disclosures

Clearer choices. Less clutter. More confidence.

Four common problems, and the service that solves each one. You approve every transaction.

  1. Not sure your investments suit your goals, or how they perform?

    01Portfolio review

    • Your goals, time frame and risk profile
    • Your existing funds, if any: suitability, performance, overlap and costs
    • A short brief before you decide anything

  2. Thousands of funds, and no clear way to know which suit you.

    02Fund curation

    • A shortlist that suits your goals and risk profile
    • The reasons and costs for each fund, with our commission in writing
    • For your first SIP or an existing portfolio

  3. KYC, forms and switches take time, so decisions wait.

    03Execution

    • We do the setup, from KYC to each transaction
    • You approve every transaction by OTP
    • Your money goes directly to the fund house

  4. No one follows up when markets rise or fall.

    04Ongoing reviews

    • Reviews against benchmarks at regular intervals
    • Help with rebalancing, SIP changes and redemptions
    • Someone to talk to when markets move

No separate fee from you. Our commission is part of the fund's yearly expense ratio, and we disclose it transparently before you select your funds.

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The Fund Investigator way.

Because Indian fund investors deserve fund choices backed by evidence and a portfolio-first approach.

Analysis and evidence

Every fund is checked against a fair benchmark, with the analysis tool we built.

Portfolio first

New or existing investor, we plan your whole mix first, then the funds. Fewer funds can be the right result.

Transparent and personal

Our commission in writing before you choose, and one person from the first call to every review.

How support works Read our story →

Our investigations and tools.

Read our analysis, see our methods and try our tools.

7 min read

How to Investigate a Mutual Fund: Five Questions

Whether you own a fund or are considering a new one, use these five questions to evaluate its historical performance and risk profile.

Returns

Risk

Consistency

Read Investigation →
10 min read

Mutual Fund Categories Explained

Flexi Cap, Multi Cap, Multi Asset and Dynamic Asset, these categories can sound similar while imposing very different rules on equity, debt, market-cap exposure and residual assets.

Mandate

Portfolio mix

Investor fit

Read Investigation →

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Start with a 30-minute call.

AMFI Registered Mutual Fund Distributor & SIF Distributor · ARN-370951

Tell us your goals, or what worries you about your portfolio. We explain how we can help, and you decide what happens next. We reply to messages within 1 business day.

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