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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
Seasoned chartered accountants and senior partners leading each practice vertical — a combined 144+ years of expertise spanning tax, valuation, audit, restructuring, and wealth management.
Director – Client Investments
15 years experience
Leads client relationships across wealth management and strategic financial advisory, with a focus on investor-centric solutions, portfolio growth, and long-term wealth preservation.
Focus areas
Head – Taxation & Intl. Tax
9 years experience
Leads corporate tax and regulatory practice; represents clients before tax and FEMA authorities.
Focus areas
Head – Audit & Assurance
15 years experience
Ex-PwC assurance specialist and insolvency professional; builds audit and risk-control frameworks.
Focus areas
Founder & Senior Partner
35 years experience
Chartered Accountant since 1985; leads cross-border structuring and debt-restructuring mandates.
Focus areas
Senior Partner & Mentor
35 years experience
Three decades advising SMEs to large corporates on structuring, valuation and transactions.
Focus areas
Senior Partner
35 years experience
Insolvency professional and registered valuer; handles CIRP, liquidations and securities valuation.
Focus areas
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.