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Our Mission
MavericksWealth exists to solve a specific problem: India's HNI investors have access to extraordinary investment products — but almost no way to evaluate them objectively.
The PMS and AIF market is complex, opaque, and relationship-driven. Most investors choose products based on brand recognition, past returns cherry-picked from ideal entry points, or distributor incentive. We built MavericksWealth to change that — bringing the kind of disciplined, conflict-aware product selection that institutional investors demand, to individual portfolios.
The Team
Our team has spent a combined 44 years navigating Indian markets across bull runs, crashes, and everything in between — across roles at ICICI Prudential AMC, Edelweiss Wealth, Kotak Mahindra Bank, HDFC Asset Management, and more.
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 equity, debt, and alternatives at three of India's leading institutions before founding MavericksWealth to bring institutional-grade product curation to India's HNI segment.
Previously at
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; and product leadership at HDFC AMC. At MavericksWealth, drives the quantitative screening engine and manager due diligence process.
Previously at
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. Understands that the hardest part of wealth management isn't picking investments — it's helping clients stay the course when the market tests their conviction.
Previously at
How We Work
Most don't make the cut. Out of 2,000+ products we start with, fewer than a dozen survive all five stages. Here's exactly what those stages look like.
We start by mapping every PMS, AIF Category I/II, and MF strategy available to Indian investors — over 2,000 products. Quantitative filters across 200+ parameters (CAGR, drawdown, Sharpe, alpha vs. benchmark, consistency of returns) cut this universe to ~120 candidates.
Each shortlisted product gets a qualitative deep-dive: strategy coherence, manager pedigree and track record across cycles, portfolio construction logic, concentration risk, and benchmark suitability. We read every disclosure document — not just the marketing deck.
We meet the fund manager or CIO directly. What did they do in March 2020? How do they think about position sizing? What's their sell discipline? The answer to these questions separates genuine conviction from performance-chasing dressed up in process language.
We examine the product structure: fee model, exit load, SEBI compliance, investor reporting quality, back-office capability, and whether the structure creates any misalignment between manager incentive and investor outcome.
Products on our shelf are reviewed every quarter. If a manager style-drifts, if key personnel leave, if drawdowns exceed strategy norms, or if the strategy's edge appears to have eroded — we flag it immediately and provide entry/exit guidance to clients.
What We Stand For
Our product selection is governed by process, not relationships. If a product doesn't clear our filter, it doesn't reach our shelf — regardless of brand, AUM, or commercial incentive.
The best investment opportunities aren't always the most visible ones. We look where consensus doesn't — in emerging strategies, contrarian positions, and products the broader market hasn't priced in.
Every recommendation comes with a clear rationale: why this product, why now, why for you specifically. We show our work. You can always see the reasoning.
Wealth is built across decades, not quarters. We structure our advice, our product shelf, and our client relationships around the long-term outcome — not the short-term sale.
Investments are subject to market risk. Please read all scheme-related documents carefully. Past performance is not indicative of future results.