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Institutional-grade research. A curated shelf of PMS, AIF, and Mutual Fund products. Built for HNI investors who won't settle for average.
Our Shelf
Every product here has cleared two stages of scrutiny — quantitative filters followed by a qualitative deep-dive.
A concentrated, high-conviction PMS strategy built on rigorous bottom-up research and contrarian positioning —…
An AIF Category II fund targeting high-growth Indian startups at Series A and Series B — the inflection point …
A structured debt-oriented fund designed for corporate treasuries seeking returns meaningfully above FDs and l…
A mutual fund selected through MavericksWealth's proprietary quantitative screening model — evaluating 200+ da…
Wealth Management AI
From SIP projections to AI-powered Q&A — built for investors who want clarity, not guesswork.
SIP Calculator
Step-up SIP projections with goal presets and interactive charts.
Wealth Dashboard
SoonUnified portfolio view across PMS, AIF & MF — coming soon.
MavericksWealth AI is live
Ask anything — PMS vs AIF, LTCG taxation, hurdle rates, drawdown analysis. Our AI assistant gives instant, SEBI-compliant educational answers. Look for the chat button at the bottom right.
Community
Real conversations from serious investors. PMS Talk, AIF Insights, MF Corner, Tax Planning, and Market Views — live discussion rooms for HNIs who want signal, not noise.
PMS Talk
Manager selection, drawdowns, and strategy reviews
AIF Insights
Private equity, DPI, TVPI, and LP perspectives
MF Corner
SIPs, step-up strategies, direct vs regular
The Team
Our team has spent a combined 44 years navigating Indian markets across bull runs, crashes, and everything in between.
[Founder Name]
Founder & Chief Investment Officer
18 years experience
Eighteen years navigating Indian capital markets — from the 2008 credit crisis to the COVID drawdown and every rate cycle in between. Built and managed model portfolios across equi…
[Partner Name]
Head of Research & Product
14 years experience
Fourteen years on the research side — equity analyst at Morgan Stanley, covering consumer and financials; senior research at Motilal Oswal building their PMS selection framework; a…
[Partner Name]
Head of Client & Partner Relations
12 years experience
Twelve years building and managing relationships with HNI and UHNI clients across Axis Securities, 360 ONE (formerly IIFL Wealth), and Julius Baer's India private banking desk. Und…
Insights
Survivorship bias, portfolio churn, and hidden fee drag explain why the majority of PMS strategies in India fail to beat…
Series A and Series B look similar on paper but represent fundamentally different risk/return propositions. Understandin…
The instinct to diversify broadly feels prudent. For HNI portfolios above ₹2Cr, it is quietly the biggest wealth destroy…
Are you an IFA, MFD, RIA, or CA?
Partner with us to access our curated shelf and research support.
Get Started
Thirty minutes with our team. No obligation. Walk away with a clear view of which products fit your goals, your risk appetite, and your timeline.
Investments are subject to market risk. Please read all scheme-related documents carefully. Past performance is not indicative of future results.