Services

Start with what is needed. Add complexity only when it earns its place.

The initial offering is intentionally focused on mutual funds, specialised investment funds and portfolio diagnosis. Broader access will be added only with the right registrations, partners and process.

01 · CORE

Mutual Funds

Research-led fund selection and portfolio construction for long-term goals, regular investing, lump-sum deployment and asset allocation.

  • Goal and time-horizon mapping
  • Equity, debt and hybrid category selection
  • Portfolio overlap and risk analysis
  • SIP and lump-sum implementation planning
  • Periodic review and rebalancing discipline
02 · ADVANCED

Specialised Investment Funds

Higher-complexity strategies intended for eligible investors who understand concentration, derivatives, liquidity and strategy risk. Suitability comes before access.

  • Strategy and mandate assessment
  • Risk, liquidity and drawdown discussion
  • Role within the wider portfolio
  • Manager and implementation due diligence
03 · DIAGNOSIS

Portfolio Review

A structured review for investors who already hold mutual funds but are unsure whether the combined portfolio still makes sense.

  • Duplicate exposure and unnecessary fund count
  • Asset allocation and goal mismatch
  • Risk concentration and category imbalance
  • Hold, monitor and review priorities
See what the review covers

Future roadmap

PMS and AIF access, after the foundation is ready.

Satyarth Capital intends to expand into PMS and AIF distribution through appropriately registered providers and partners. These are not part of the current launch offering and will be introduced only after the operational and suitability framework is complete.

Not sure where to begin?

Begin with the portfolio you already own.

Request a free review