A little clarity changes the bigger picture.
Invest for the lifeyou have in mind. A thoughtful plan. A personal conversation.
Ideas to explore
PMS
A mandate around you. Explore a managed portfolio shaped around your objectives.
Explore PMS
Subject to eligibility and availability.
Your next chapter
Start with a Start your journey 9:41 ▮▮▮ ▰
Your bigger picture
Everything, in perspective. Illustrative portfolio ₹24,38,500 Mutual funds 60% PMS 25% Other holdings 15%
Overview Goals Advisor
Your purpose A home of your own.
Your possibilities Mutual Funds Considered around you. Clarity before commitment. Understand risk, costs and fit.
Overview Goals Review
HDFC MF HDFC Mid-Cap Opportunities +35.2% · ICICI Pru ICICI Pru Bluechip Fund +22.8% · SBI MF SBI Flexicap Fund +26.4% · PPFAS Parag Parikh Flexicap +28.7% · Kotak MF Kotak Emerging Equity +38.6% · Nippon Nippon India Small Cap +42.1% · Axis MF Axis ELSS Tax Saver +18.2% · Mirae Mirae Asset Large Cap +21.4% · Motilal Motilal Oswal Nasdaq 100 +19.4% · DSP MF DSP Tax Saver Fund +19.6% · ABSL MF Aditya Birla SL Frontline +20.6% · Canara Canara Robeco Flexi Cap +24.8% · PGIM PGIM India Midcap Opp +31.4% · Tata MF Tata Digital India Fund +28.9% · Sundaram Sundaram Mid Cap +36.8% · WhiteOak WhiteOak Capital Flexi Cap +29.6% · UTI MF UTI Nifty 50 Index Fund +23.4% · 360 ONE 360 ONE Focused Equity +26.4% · Franklin Franklin India Smaller Cos +44.2% · Quantum Quantum Long Term Equity +22.1% ·
HDFC MF HDFC Mid-Cap Opportunities +35.2% · ICICI Pru ICICI Pru Bluechip Fund +22.8% · SBI MF SBI Flexicap Fund +26.4% · PPFAS Parag Parikh Flexicap +28.7% · Kotak MF Kotak Emerging Equity +38.6% · Nippon Nippon India Small Cap +42.1% · Axis MF Axis ELSS Tax Saver +18.2% · Mirae Mirae Asset Large Cap +21.4% · Motilal Motilal Oswal Nasdaq 100 +19.4% · DSP MF DSP Tax Saver Fund +19.6% · ABSL MF Aditya Birla SL Frontline +20.6% · Canara Canara Robeco Flexi Cap +24.8% · PGIM PGIM India Midcap Opp +31.4% · Tata MF Tata Digital India Fund +28.9% · Sundaram Sundaram Mid Cap +36.8% · WhiteOak WhiteOak Capital Flexi Cap +29.6% · UTI MF UTI Nifty 50 Index Fund +23.4% · 360 ONE 360 ONE Focused Equity +26.4% · Franklin Franklin India Smaller Cos +44.2% · Quantum Quantum Long Term Equity +22.1% ·
A relationship built over time
Growing, with purpose. Personal attention.
₹60Cr+ Assets under advisory
135+ HNIs served
120+ Curated funds
4 Investment pathways
Figures supplied by GrowFOLIO.
From scattered investments
Cut through the clutter. Markets fluctuate. Goals change. Diversification can drift. See what is pulling your portfolio off course, and what deserves your attention.
Market changes Changing goals Portfolio balance
From scattered investments to a clear financial direction An illustrative portfolio diagram. Blue, violet, pink and cyan strands begin tangled, form distinct groups, then converge into a single point representing your goals. Allocation Risk balance Time horizon Your priorities Your goals Give every holding a purpose. See where your holdings overlap, how risk is distributed and what each investment contributes to your wider plan.
Overlap Risk Purpose
From scattered investments to a clear financial direction An illustrative portfolio diagram. Blue, violet, pink and cyan strands begin tangled, form distinct groups, then converge into a single point representing your goals. Allocation Risk balance Time horizon Your priorities Your goals One plan. Clear direction. Build a financial backbone around your goals, time horizon and comfort with risk. Know what each investment is there to do.
Your goals Time horizon Risk profile
From scattered investments to a clear financial direction An illustrative portfolio diagram. Blue, violet, pink and cyan strands begin tangled, form distinct groups, then converge into a single point representing your goals. Allocation Risk balance Time horizon Your priorities Your goals
Bring your portfolio into focus From scattered investments to a clear financial direction An illustrative portfolio diagram. Blue, violet, pink and cyan strands begin tangled, form distinct groups, then converge into a single point representing your goals. Allocation Risk balance Time horizon Your priorities Your goals Your investment universe
Different possibilities.One personal perspective. The product is one part of the picture.
Regular investing. A wider foundation. Regular investing. A wider foundation. Regular contributions feed into a diversified fund mix. This is a conceptual diagram, not a recommended allocation. Your contributions Equity Debt Hybrid Fund mix From your first SIP to an established portfolio, explore mutual funds around your goals, time horizon and comfort with risk.
From your first SIP to a wider portfolio A portfolio shaped by a mandate. A portfolio shaped by a mandate. Research and an investment mandate guide the construction of a professionally managed portfolio. A specialist perspective Research Mandate Portfolio construction Explore professionally managed portfolios and discuss how a specialist mandate might fit alongside your existing investments.
For eligible investors · subject to offering availability A different investment lifecycle. A different investment lifecycle. An illustrative alternative investment lifecycle from commitment through deployment to a potential exit. Actual terms and liquidity depend on the offering. Capital, over a longer horizon Commit Deploy Develop Exit Terms & liquidity matter Explore alternative investment strategies with a clear discussion of their structure, risks, liquidity and place in your wider portfolio.
For eligible investors · subject to offering availability Understand the range of the strategy. Understand the range of the strategy. Different investment positions are considered together within a specialised strategy and its risk limits. Positions, within a strategy Different positions Risk limits Get clarity on specialised investment strategies, their key considerations and whether they merit a closer conversation.
For eligible investors · subject to offering availability How we work together
A thoughtful beginning.An ongoing relationship. Begin a conversation Your life, your priorities, your next chapter Today Priorities What’s next 01 / Understand Start with your life. Your ambitions, existing investments and comfort with risk. A conversation before a product.
Goals, time horizon and risk fit form your plan Goals Horizon Risk fit Your plan 02 / Build Give every choice a purpose. Explore the role of each investment, the risks it carries and how it fits your wider plan.
Your portfolio is reviewed as your life changes Review Refine Revisit Your life 03 / Review Keep the bigger picture in view. Review your portfolio with your advisor as markets, priorities and circumstances change.
The reason behind the numbers
More than a portfolio.A life in the making. The home. The next generation. The freedom to choose.
Talk about your goals Clarity, wherever you are
Your portfolio.In perspective. A place to see the bigger picture and continue the conversation with your advisor.
Overview Goals Review
Explore the GrowFOLIO app Illustrative app interface for this design concept. Your bigger picture
Everything, in perspective. Illustrative portfolio ₹24,38,500 Mutual funds 60% PMS 25% Other holdings 15%
Overview Goals Advisor
What should always come first
Your understanding.Your confidence. People before products. A conversation about you before a discussion about investments.
Clarity before commitment. Understand the strategy, access conditions, costs and risks.
A risk profile that matters. Explore your needs and comfort with uncertainty before deciding.
Explore your risk profile The people behind the portfolios
Clarity feels personal. Finally an app that feels like my advisor actually knows me. The portfolio clarity is unlike anything I have used before. MK Meera KrishnanSoftware Engineer · Bangalore
Client quotes reproduced from growfolio.in; approval pending for launch.
Before you begin
A little more clarity. Can I start with a small investment? Yes. The current GrowFOLIO platform offers SIP investing from ₹5,000 per month. You can begin with a conversation about your goals and a suitable starting point.
Can you help me review investments I already hold? Share an approximate view of your existing investments. Your advisor can discuss allocation, overlap, time horizon and what you would like to change.
How do I know which product to explore? You do not need to choose first. Mutual funds, PMS, AIF and SIF serve different needs and have different access conditions. The discussion begins with your objectives, eligibility and comfort with risk.
Can I speak to someone without filling a questionnaire? Yes. Choose Request a callback and provide your name and phone number. Email is optional. You can leave the investment questions for the conversation.
Your next chapter starts with a conversation.
Let’s give yourwealth a direction. Request a callback Chat on WhatsApp
Just your name and phone. Leave the questions for later.
