Grow with Guidance.
Mutual fund investing, backed by real portfolio analysis and a plan built around your actual goals – not a product being sold to you.
See exactly what you’ll get.
From your statement to a plan you can act on - the actual product, step by step.
01 Upload your statement
02 Tell us your goals
03 Research any fund
04 Stay on top of marketsMost MFDs sell funds. We start with a plan.
Ask most mutual fund distributors how they decide what to recommend, and you’ll get a vague answer. At Vriddhix Wealth, every recommendation starts with two things: a clear picture of where your mutual fund money currently stands, and a clear goal for where it needs to go.
We built our own mutual fund portfolio analysis and goal-based planning process specifically because we were tired of seeing people sold funds that didn’t match their actual life goals – retirement, a child’s education, a home, financial independence.
Everything a fund portfolio actually needs.
Real Mutual Fund Portfolio Analysis
An honest look at what you already hold: overlap, risk concentration, expense drag, and goal alignment – from your own Consolidated Account Statement.
3 holdings overlap 62% in large-cap exposure.
Goal-Based Planning
A mutual fund plan that works backward from your actual goal – retirement, a child’s education, a home – not forward from whatever fund is trending.
An Advisor Who Stays
Ongoing reviews, honest conversations, and a relationship that doesn’t end after the first SIP.
From statement to plan, in four steps.
Portfolio Review
Share your current holdings – we analyse where you actually stand.
Goal Mapping
We map your actual goals: timeline, amount, risk comfort.
A Plan, Not Just a Fund List
A clear, goal-linked plan, explained in plain language.
Ongoing Guidance
Quarterly reviews, rebalancing, and direct access when markets get rough.
Built for the whole fund lifecycle.
NAV history & returns
Trailing 1Y/3Y/5Y returns and rolling alpha for any fund, before or after you hold it.
Compare funds side by side
Put two or more funds head to head on the numbers that actually differ – returns, volatility, Sharpe, drawdown.
Questions, answered.
No. Vriddhix Wealth is a distribution platform – mutual fund distribution services are provided by an AMFI-Registered Mutual Fund Distributor (ARN-367468), not a SEBI-registered investment adviser. Analysis is educational, based on historical data, and past performance doesn't guarantee future results. The plan is meant to inform your decision, not replace it.
Your Consolidated Account Statement (CAS) from CDSL/NSDL/CAMS/KFintech – the same PDF you'd get from any registrar. We parse it directly; you don't need to type in holdings by hand.
No. The review shows you where your current holdings stand against your goals first. Any changes are your call – nothing is bought, sold, or switched without you explicitly acting on it.
Your statement and holdings are used only to generate your analysis. We don't sell your data, and PII is encrypted at rest – see our Privacy Policy for the full details.
Instead of a generic model portfolio, we map your funds against the goals you actually have – retirement, a child's education, a home – with a timeline and target amount for each, so you can see if you're on track, not just what your returns were.
If you choose to continue, we provide ongoing guidance – quarterly reviews, rebalancing suggestions, and direct access when markets get volatile – through the same AMFI-registered distribution relationship, at no separate advisory fee beyond standard fund expense ratios.
Yes. You can still get a review to see where you stand. Moving your folios to a new distributor of record is a separate, optional step you'd take only if you decide to.