Why Fund Investigator Exists

We check how funds perform, how much risk they take, and how they fit together. Then we help you choose, invest and review.

Your portfolio first, then the product

Most investors choose a fund by its past returns. Returns alone do not show the risk the fund took. They also do not show how it fits with your other funds. When that is not clear, a normal market fall can come as a surprise.

I started Fund Investigator after 12 years in financial services. My aim is to bring analytical rigour to fund distribution. I built Deepdive to compare funds with fair benchmarks. It also checks how funds behaved when markets rose and fell.

As an AMFI Registered Mutual Fund Distributor & SIF Distributor, we start with your portfolio, not with a product. We explain what each fund does and the risks it takes. We show how it fits your goals. We tell you what to expect, including the bad years. And we give our commission in writing.

Our analytical principles.

How we look at your portfolio and every fund in it.

  1. Portfolio first

    We start with the funds you already hold. Several funds can hold the same stocks. We check overlap and how much of your portfolio depends on a few stocks or sectors. Then we check how the fund mix fits your goals, time frame and risk profile.

    See our services →

  2. Quantitative checks

    We compare each fund with a benchmark that matches what it invests in. We check if the returns were consistent and if the extra return justified the extra risk. We also check how far the fund fell and how long recovery took. Our investigations show the checks and the data.

    Read the investigations →Open Deepdive ↗

  3. Qualitative checks

    Numbers show what happened, not why. So we check what the fund may invest in and if it holds to its stated strategy. We check who manages the fund and for how long. We also look at the investment process of the fund house.

    How the review works →

Know your distributor.

Ishpreet Singh Modi

AMFI Registered Mutual Fund Distributor & SIF Distributor

ARN-370951

Valid until 5 Sep 2029

Verify ARN-370951 on AMFI ↗

I am the AMFI Registered distributor behind Fund Investigator. I have 12 years in financial services and a Master's in Economics. I also hold a specialisation in Financial Technology and Management from IIT Kanpur.

On our first call, I learn your goals, time frame and risk profile. I review your current funds and explain what I find. I help you choose and invest, and we agree when to review your portfolio. I work with you personally, from the first call to every review.

Your money and your approval

You pay the fund house

You pay the fund house directly. We never hold your investment funds or mutual fund units.

You approve the instructions

We help with purchases, SIP setup, switches and redemptions. You give the required approvals before we proceed.

You own your units

Your mutual fund units remain in your name with the fund house.

Our commission in writing

We give you our commission for each shortlisted fund in writing before you choose to invest.

How our commission works →

Start with a 30-minute first call. We discuss your current funds, goals and risk profile. No charge for the call, and no obligation to invest.

Book a call with Ishpreet Contact on WhatsApp

How support works →