Mutual Funds

Curated funds for long-term goals

Build all-weather portfolios that progress on the back of sound investment guidance.

Most investors chase past performance. We believe consistency is built through discipline. Mutual funds allow you to participate in professionally managed portfolios that balance risk and return across market cycles.

Our approach focuses on selecting funds with strong processes, experienced managers and clear investment mandates, so your portfolio stays aligned with long-term goals, not short-term noise.

Why Invest With Us?

HNIs have access to everything, so your value lies in filtering.
- Beyond the Top 10: We don’t just look at past performance. We analyse fund manager alpha, rolling returns over 10-year cycles, and “skin in the game.” Select Funds is a curated list of mutual funds identified to simplify investing for investors. These funds are selected and rated using quantitative and qualitative analysis ensuring a sound investment approach.
- Access to Ideas: Tactical allocations to market cap and/or high-conviction thematic funds and sectors.

THE FIVE-FINGER STRATEGY

The Indian economy is unstoppable. By 2047, the country is projected to be a USD 30 tn economy.

And Indian equities are traditionally among the best-performing in the market. With the right guiding principle, it’s possible to enjoy being part of the Indian Imperative growth story.

At FundsIndia Private Wealth, we have developed the Five-Finger Strategy, a diversified, risk-aware framework designed to participate in India’s growth while consciously managing volatility. Built on clear allocation principles and rigorous selection, the strategy aims to:

Capture structural growth themes
Reduce concentration risk
Manage downside during market cycles
Deliver consistent, risk-adjusted outperformance over time

Because benefiting from India’s rise is not about chasing momentum, it’s about building a portfolio that can withstand cycles and compound through them.

Quality
Back financially strong businesses with consistent earnings and solid balance sheets.
Value
Invest in fundamentally sound companies trading below their intrinsic worth.
Small & Mid Cap
Tap into emerging companies with higher growth potential and scalability.
Growth at Reasonable Price
Focus on companies expanding revenues and profits faster than the broader market.
Global/Momentum
Ride stocks that are gaining strength with sustained price trends.