Expert Mutual Fund Guidance, Powered by Smart Technology.
Technology powered by AssetPlus platform. Distribution by My Fund Saarthi — AMFI Registered MFD, ARN-344845.
Maximize your wealth with personalized human advisory and the powerful technology of our partner, AssetPlus.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns.
Free 1-Minute Portfolio Health & Overlap Check
Are you holding multiple mutual funds thinking you are diversified? Most DIY investors are paying double management fees for duplicate stock portfolios without realizing it. Let our AI map your hidden overlaps for free.
What You'll Receive — Free
A professional-grade portfolio analysis delivered to your inbox or WhatsApp within 2 hours.
Your Hidden Portfolio Overlap %
Stop paying duplicate fees for the same stocks across multiple funds.
Asset Allocation & Sector Concentration
A clear balance check across equity, debt, sectors, and market caps.
Personalized 3-Step Action Plan
Concrete, jargon-free steps to optimize your returns immediately.
"I had 4 funds that were 78% overlapping. My Saarthi showed me I was essentially paying 4x fees for the same 30 stocks. The audit was eye-opening."
— Verified Client, Pune
Hassle-Free Start
3-Step Digital Onboarding
From zero to invested — completely paperless, in under 15 minutes.
eKYC Verification
Complete your KYC digitally in under 5 minutes using Aadhaar OTP. No paperwork, no branch visits.
PAN + Aadhaar · Video KYC · 100% PaperlessRisk Profiling
Answer 7 smart questions. Our algorithm maps your risk appetite, investment horizon, and goals to the right fund categories.
Conservative · Moderate · AggressiveFirst Investment
Set up your SIP or make a lumpsum investment in minutes. Your portfolio is live and tracking from day one.
UPI · Net Banking · Auto-debitYour Wealth, Tracked in Real-Time — Sample View
A modern dashboard that gives you complete clarity on your portfolio — anytime, anywhere.
Not indicative of actual or expected returns
Total Portfolio Value
₹12,84,320
+18.4%
Monthly SIP
₹25,000
Active
Absolute Returns
₹2,14,320
+20.1%
XIRR
16.8%
p.a.
Asset Allocation
SIP Growth Path (₹ in thousands)
Actual returns will vary based on your fund selection, investment amount, and market conditions.
The Challenge
Over 2,500+ Mutual Fund Schemes in India. Which One is Right for You?
Picking the wrong scheme can cost you years of growth. We eliminate the noise, simplify the confusion, and build structured portfolios tailored to your specific financial goals.
Too Many Choices
Thousands of schemes across equity, debt, and hybrid categories — impossible to evaluate alone.
Conflicting Advice
Social media, friends, and generic advisors push products that may not align with your goals.
Lost Time = Lost Wealth
Every year of delay or wrong allocation compounds into a significant wealth gap over time.
What We Offer
Structured Solutions for Every Financial Goal
Wealth Creation & SIPs
Long-term equity strategies and Systematic Investment Plans tailored for wealth generation.
Learn MoreTax Optimization (ELSS)
Maximizing your tax deductions under Section 80C through curated equity-linked savings schemes.
Learn MoreRetirement Planning
Creating stable, long-term asset structures to secure your peace of mind and financial independence.
Learn MorePlatform Security
Built on a Foundation of Trust
Institutional-grade security and regulatory compliance — so you can invest with complete confidence.
Enterprise-Grade SSL Encryption
256-bit TLS encryption on all data in transit. Your financial data is protected at every touchpoint.
BSE StAR / NSE Execution Rails
All transactions are executed through SEBI-regulated exchange infrastructure — zero counterparty risk.
AMFI Registered Distributor
ARN-344845. Fully compliant with SEBI and AMFI regulations. Transparent, conflict-free advisory.
Zero Hidden Costs
No advisory fees, no hidden charges. We earn only through standard distributor commissions disclosed upfront.
Paperless & Audit-Ready
Every transaction is digitally logged, timestamped, and available for your review at any time.
Multi-AMC Access
Access 40+ AMCs and 2,500+ schemes through a single, unified platform — no multiple logins.
Client Stories
What Our Investors Say
Real experiences from investors across Pune who trusted us with their financial goals.
"I had 4 overlapping funds I didn't know about. My Fund Saarthi helped me restructure my portfolio and I'm now saving on duplicate fees."
— R.S.
IT Professional, Hinjewadi, Pune
"Setting up my SIP was completely paperless and took less than 10 minutes. The follow-up and tracking is excellent."
— P.M.
Business Owner, Kothrud, Pune
"I was confused between ELSS options for 80C. The guidance was simple, clear, and I met my tax saving goal before March 31."
— A.K.
Salaried Professional, Baner, Pune
"As a first-time investor, I was nervous. My Fund Saarthi explained everything without jargon and I now have a SIP running for 2 years."
— S.D.
Teacher, Pimpri, Pune
Investor Education
Insights & Investor Education
Practical knowledge to help you make smarter investment decisions.
SIP vs Lumpsum: Which is Better for You in 2026?
Discover how Systematic Investment Plans and lumpsum investments compare across different market conditions, and which approach suits your financial situation.
Read MoreELSS vs PPF: Making the Right 80C Choice
Both ELSS and PPF qualify for Section 80C deductions, but they differ vastly in returns, liquidity, and risk. Here's a clear comparison for salaried professionals.
Read MoreWhat is Portfolio Overlap and Why Does It Matter?
Holding multiple mutual funds doesn't always mean diversification. Learn how portfolio overlap costs you returns without you realizing it.
Read MoreHow to Start Your First SIP in Under 10 Minutes
A step-by-step guide to starting your first Systematic Investment Plan digitally — from eKYC to first investment — completely paperless.
Read MoreGot Questions?
Frequently Asked Questions
Everything you need to know before you start investing.
Take the First Step
Ready to Take Control of Your Financial Future?
Book a complimentary 15-minute portfolio audit. No obligations. Just clarity on where you stand and where you could be.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.