🌱 The Meaning Behind ‘GrowFolio’

The name GrowFolio blends two powerful ideas Growth and Portfolio. Grow symbolizes consistent progress, financial strength, and long-term prosperity. Folio refers to the carefully constructed selection of financial instruments tailored to your goals.

We created GrowFolio with a simple belief empowering you to live joyfully today, while building the financial freedom of tomorrow — through mindful spending, disciplined saving, and guilt-free choices. Every investment decision we make is backed by research, transparency, and alignment — because we co-invest in most of the same products, so it’s our shared journey.

🧭 What We Offer

🔍 Complete Financial Analysis

Before suggesting any products, we conduct a 360-degree financial analysis.

This helps us understand your current position and build a realistic, step-by-step roadmap to reach your goals.

🎯 Goal-Based Investment Planning

We help you invest with clear intent — whether it’s buying a home, saving for a child’s education, or retiring early.

🧩 A goal without a plan is just a wish. We make sure your plan is actionable.

📈 Growth-Oriented Wealth Creation

For investors looking for capital appreciation, we offer a diversified suite of growth instruments like Mutual Funds, PMS & AIF.

Each portfolio is customized to match your risk profile and time horizon.

🏖️ Post-Retirement Cashflow Management

Retirement isn’t the end of your financial journey — it’s a new beginning.

We structure stable income flows through hybrid instruments, giving you financial peace of mind in your golden years.

🛡️ Family Security & Risk Protection

We ensure your loved ones are financially protected through insurance, because peace of mind is the ultimate wealth.

Term Insurance for income replacement & Health Insurance to manage rising medical costs

💼 Succession Planning

A clear structured succession plan helps protect your legacy, ensuring a smooth transition of wealth to the next generation.

By planning ahead, you safeguard your assets, minimize disputes, and preserve your family’s wealth for years to come.

✋”We follow a client-first approach — always.”

We strongly believe that the right financial advice should be unbiased and aligned with your goals, not our commissions. While it’s true that we receive commissions (as is standard in the industry), we never let that influence our recommendations.

Here’s how we ensure that:

Risk Profiling First
We begin every relationship with a detailed understanding of your risk appetite, investment horizon, and financial goals. Only products that align with this profile are considered, whether or not they carry a higher commission.

Long-Term Relationship > Short-Term Commission
Trust is our biggest asset. If we push the wrong product for a short-term benefit, we lose credibility — and more importantly, we fail you. That’s not how we operate. Our success depends on your success.

Transparent Recommendations
We are happy to disclose the commission structures if you wish. In fact, many of our recommended funds often have lower commissions, because they’re the right fit for your plan.

Regulatory Standards
As a regulated entity, we adhere to SEBI and AMFI guidelines which emphasize suitability and transparency. That’s built into our compliance and advisory process.

Co-Invest
We also invest our money in Mutual funds and PMS for our Retirement Goal, our Child’s Education, and other short-term goals.

About Founder

Anil Maddala the Founder of Growfolio, a boutique wealth advisory built on clarity, discipline, and real-world impact. With 15+ years in Indian financial markets — including a long stint as Vice President at ZERODHA — he brings deep expertise in equities, mutual funds, and goal-based investing. In 2024, he founded Growfolio with one simple belief: financial advice should serve people, not market noise.

Beyond Finance
Guided by trust, simplicity, and discipline, Anil is currently pursuing the Executive Programme in Investment Banking & Capital Markets at IIM Calcutta. An endurance athlete and proud father, he has completed the Oxfam 100km, Ironman (2023), and several ultra trail runs. Growing up in a middle-class home with a homemaker mother, an Army veteran father, and a farmer grandfather, his connection with money, risk, and freedom runs deep and personal.