Income
Inflation hedging
For Capital Preservation 3 Years
CAGRTimeline
+8.6%
3Y past CAGRRiskHigh
Min SIP2000
Funds8
A personal wealth - operating system
Invest long, borrow short build wealth.
Personalised Wealth Journey aligned around your goals.
Trusted across India
₹ 30 Cr · Assets under management
290 · Investors served
4.9/5 · Google Reviews (320+)
Begin anywhere
Six choices to begin your wealth journey.
No account needed. Explore, assess and discover what fits your life. Your wealth partner steps in only when you're ready.
Analyse PortfolioUpload your CAMS or KFintech statement for an instant, free health report.Investor PersonalityA two-minute risk profile reveals your appetite and ideal allocation.Goal based InvestmentsRetirement, a child's future or a new home — see exactly what it takes.Curated BasketsHand-built portfolios for every life stage and risk profile.Fixed DepositsCompare bank and corporate FD rates, senior-citizen rates included.Tax Saver (ELSS)Section 80C eligible funds — save up to ₹46,800 in tax each year.
Curated by SRiRAM NAGESH
Portfolios crafted with care.
Each basket is researched, rebalanced and reviewed by our in-house research team. Invest with clarity, not noise.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
Every rupee for your Goal
Every rupee, thoughtfully planned.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
Inflation-adjusted projections
See tomorrow's price tag in today's terms.
Scenario calculators
Illustrative outcomes across market assumptions, for education rather than advice.
Periodic reviews with your partner
A SRiRAM NAGESH partner walks you through progress on your schedule.
Illustrative example
Retirement
Comfortable retirement at 58
28 years remaining · ₹ 90,000/mo lifestyle
72%
₹ 28.4 L investedTarget ₹ 3.9 Cr
See it compound
What could an SIP become?
Small, regular and patient beats large and occasional. See how much of your final corpus is money you put in versus money the market made for you.
Monthly SIP₹10,000
Invested
₹18 L
Growth
₹29.6 L
Total
₹47.6 L
GROWTH +₹29.6 L
Projected value in 15 years
₹47.6 L
GROWTH +₹29.6 L
at an assumed 12% p.a. · illustrative
InvestedGrowth
K S Nagesh Narayan
AMFI · ARN-71831 · AMFI Registered Mutual Fund Distributor
Journey started in 2009, with 17 years experience seeing & given solutions on ground realities on real problems families facing. Having Certified Financial Planner certification for the last 13 years has given me additional edge in life stages understanding & their importance in investments.
290
Investors served
₹ 30 Cr
AUM distributed
4.9
Avg rating
A partner, not an algorithm
Wealth is personal.
Your strategy should be too.
Understanding client pain points. Goal oriented investment approach. Helping clients in decision making.
Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
Our story
Over a decade of helping families make their wealth work harder.
Interesting to explore new opportunities and at-last find my passion in the field of Investing.
We are an AMFI-registered Mutual Fund Distributor, not a product factory. Our job is to listen first, plan around your real life, and stay in the room long after the paperwork is done. Markets move, life changes — a good partner helps you hold your nerve and your plan.
2009
Founded in Hyderabad
290
Families served
₹ 30 Cr
AUM distributed
17 yrs
Experience
“
"We measure success by progress: how much closer families are to what matters most."
K S Nagesh Narayan
Your partner
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
SRiRAM NAGESH on mobile
Your whole portfolio, in your pocket.
Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.
Biometric login
UPI autopay
Smart alerts
4.8 average
Abakkus
Aditya Birla Sun Life
Alphagrep
ASK Investment Managers
Axis Mutual Fund
Bajaj Finserv Mutual Fund
BNP Paribas Mutual Fund
Bank of India Mutual Fund
Canara Robeco Mutual Fund
DSP Mutual Fund
Edelweiss Mutual Fund
Franklin Templeton
HDFC Mutual Fund
Helios Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
Invesco Mutual Fund
ITI Mutual Fund
JM Financial Mutual Fund
Kotak Mahindra Mutual Fund
LIC Mutual Fund
Mahindra Manulife Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Fund
Old Bridge Mutual Fund
PPFAS Mutual Fund
PGIM India Mutual Fund
Quant Mutual Fund
Quantum Mutual Fund
Samco Mutual Fund
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Tata Mutual Fund
Taurus Mutual Fund
Trust Mutual Fund
Union Mutual Fund
UTI Mutual Fund
WealthCo
WhiteOak Capital Mutual FundAbakkusAditya Birla Sun LifeAlphagrepASK Investment ManagersAxis Mutual FundDisclaimer: K S Nagesh Narayan (ARN-71831) is empanelled with the above-listed AMCs for distribution of their mutual fund schemes. Empanelment does not constitute endorsement of any particular AMC, scheme, or product. The display of AMC logos is with the knowledge of the respective AMCs. Investors are advised to read all scheme-related documents before investing.