Grow your wealth with clarity, discipline and a plan
We help families, professionals and NRIs invest in mutual funds with a goal-based, research-driven approach: no jargon, no pressure, no hidden agenda.
Why clients trust us
A practice built on relationships, not targets
Before you trust anyone with your money, you should know what stands behind their advice. Here is ours.
Guided by two values: Intellect and Integrity
Years in the markets
Across institutional trading and personal finance, through several full market cycles.
Years on a trading desk
As Vice President and Head of the Currency Option Trading Desk at Edelweiss, managing risk every day.
Checks on every product
Each fund is reviewed on eight dimensions before we recommend it to you.
Our own practice since
Built around protecting what you have before growing it, with no sales targets.
Services built around your goals
Investing Solutions
Goal-based Investing Solutions and Product Suitability through disciplined research and matched to Individual risk profile. We Offer Solution through Mutual Funds, SIF, PMS, AIF & Gift City Products
Protecting Solutions
Our unique "3D Protection Angle" focuses on safeguarding wealth against Death, Disease, and Disability, ensuring a robust safety net for our clients.
Financing Solutions
Asset Creation May Require the Right Leverage. We Guide Our Clients in Identifying Suitable Leverage Solutions and Selecting the Most Appropriate, Efficient and Cost-Effective Products to Enhance Financial Outcomes.
NRI Investment Services
End-to-end support for NRIs investing in Indian mutual funds/SIF/PMS/AIF from documentation to repatriation-friendly structuring.
FAQ
Questions, answered
What investors ask us most about our services, our registration and how we are paid.
We work with salaried professionals, business owners, retirees and NRIs who want a long-term, goal-based approach to investing rather than short-term trading.
There is no fixed minimum. SIPs can start from as little as ₹500 per month, and we tailor the plan to your cash flow and goals.
We conduct structured reviews at least twice a year, and more often around major goals or market events. You will always have access to your holdings and reports.
Book a free consultation. We will understand your goals, complete KYC, and build a plan before you invest a single rupee.
Positive Wealth is an AMFI-registered Mutual Fund Distributor. We facilitate investments in mutual funds and earn commission from Asset Management Companies. We are not SEBI-registered Investment Advisers and do not charge a separate advisory fee.
We are paid commission by the Asset Management Companies whose schemes you invest in. This is disclosed transparently and does not add a separate charge on top of the scheme.
No. Mutual fund investments are subject to market risks and returns are not guaranteed. We focus on disciplined, goal-based investing rather than promises.
Yes. Our NRI desk supports clients with NRE/NRO onboarding, FATCA and KYC assistance, and time-zone-friendly reviews.
Start with a conversation
Tell us about your goals and we will get back to you. There is no obligation and no cost to talk.
Get started
Ready to build a plan you can stick to?
Book a free, no-obligation consultation and we will map out your next step.