INVEST. GROW. REPEAT.
Invest smartly across Mutual Funds, PMS & Equity — with complete financial care.
A complete Digital Family Office experience
Review Finances
We evaluate your Current assets, Goals & Financial structure.
Curate Plan
Next we curate a plan optimizing every asset & income to achieve your goals.
1:1 Strategy Call
We engage in a detailed discussion of your customized wealth plan and strategy.
Digital Account Setup
Our onboarding team establishes your investment accounts to seamlessly implement the strategy.
SIX FIGURE SALARY IS IMPRESSIVE!
but turning it into wealth takes planning.
Transform your income into meaningful impact through thoughtful planning, smart preservation, and disciplined wealth growth.
Investments
Explore investment solutions like diversified mutual fund portfolios, SEBI-registered PMS, and Equity.
Goal Based
We work with you to define your financial goals and design a strategic plan — integrating your timelines.
Loan Planning
Managing loans, EMIs, and obligations to reduce financial stress & optimize cash flow.
Documentation
Secure your family’s future with a well-defined succession plan structured to protect & preserve wealth.
Products
From Mutual funds to bespoke portfolio strategies — a complete range of financial instruments to strengthen and grow your wealth with precision.
MUTUAL FUND BASKETS
Exclusively filtered Diversified mutual fund basket with Equity, Debt & Precious metals — with the flexibility of SIP and lumpsum investments.
Enjoy a worry-free retirement with SWP — ensuring steady income, flexibility, and complete peace of mind.
Explore Mutual FundsSEBI REGULATED PMS
PMS an attractive option for those who want to diversify their portfolios while achieving superior risk-adjusted returns.
Our data analysis helps you filter strategies that best match your investment goals by focusing on the factors — Performance, Risk, and Reliability.
Explore PMSSTOCK BUCKETS
Access high-conviction multicap and multi sector equity portfolios built on rigorous in-house research and market insights.
Place your investment orders in seconds with our seamless one-click execution tool — No delays, just investing made simple.
Launching Soon!LEGACY TIME CAPSULE
Store and safeguard your wealth information, personal documents, messages, and memories with our intelligent time-lock technology.
Secure system automatically releases your stored data to your nominees at specific milestones or life events.
Work in Progress
Hey, Here is your Personal Finance Genie
Ask me about investments, taxes or documents — quick answers and step-by-step help.
Why Growfolio?
From Mutual funds to bespoke portfolio strategies — a complete range of financial instruments to strengthen and grow your wealth with precision.
100% SAFE
Your investments are transferred directly from your bank account to the Mutual Fund or PMS.
REALTIME SUPPORT
Get instant support through live chat and email — we're here to assist you in real time.
CO INVEST
We also invest in the same Mutual Funds and PMS for our Retirement Goal and Children’s Education.
Frequently Asked Questions
Find quick answers to the most common questions about investing, planning, and services.
Absolutely.Your investments flow directly from your bank account to the Mutual Fund or PMS, ensuring a seamless and transparent process.
You can start investing in Mutual Funds with as little as ₹100, but we recommend a minimum of ₹10,00six0 to ensure proper diversification across multiple schemes. As per SEBI regulations, the minimum investment required is ₹50 lakhs.
Yes — our advisors help you design a customized plan aligned with your goals, investment horizon, and risk appetite to ensure balanced wealth growth.
We don’t employ a sales team, ensuring there’s no mis-selling of financial products — only genuine, need-based advice.
Yes, most Mutual fund & PMS investments allow flexibility to redeem or modify your SIP anytime.
PMS and Mutual Funds are regulated by SEBI, ensuring strict compliance and safeguarding investor interests.
What our clients say
"Investing through Growfolio was smooth and the team helped me identify my goals and invest in funds quickly."
"GrowFolio helped mobilize the idle funds in my company’s balance sheet, turning them into productive investments. Highly recommended."
"PMS performance and the communication from the team were excellent. They monitor all holdings closely."