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India has a large mutual-fund universe. The starting point is not a fixed number of schemes, but a clear view of goals, horizon, liquidity, risk and existing overlap.
SoHo Wealth is an AMFI-registered mutual fund distributor (ARN 306593). We support portfolio review, scheme comparison, regular-plan implementation and ongoing service; we are not a SEBI Registered Investment Adviser.
Connect retirement, education, home and other goals to time horizon, liquidity and risk before implementation.
Set up sustainable SIPs and documented step-up rules that fit the household's cash flow.
Compare immediate and phased deployment routes such as STPs without presenting market timing as predictable.
Review allocation drift, overlapping holdings, costs, goal fit and material fund changes.
Organise transaction and capital-gain records for discussion with a qualified tax professional before switching or redeeming.
Create one view of funds held across platforms and distributors before deciding what needs attention.
Large cap, mid cap, small cap, flexi cap, multi cap, focused funds, sectoral and thematic funds, value funds, and contra funds.
Liquid funds, ultra-short duration, short duration, medium duration, corporate bond, banking & PSU, gilt, and dynamic bond funds.
Balanced advantage, aggressive hybrid, conservative hybrid, multi-asset allocation, and equity savings funds.
ELSS has a statutory lock-in and may be eligible under Section 80C where the old tax regime applies. Confirm tax fit before investing.
"Kiran and his team understood our risk appetite, goals and then created a basket of portfolio which meets our requirements."
Mr. Santosh Agarwal
Co-founder & CIO – Technology Services Company
"SoHo's approach to building a financial strategy is refreshingly simple yet thorough. They took the time to understand my risk profile and financial goals."
Mr. Vijay
MD & Co-Founder of Energy Company
"SoHo Wealth has been a trusted partner in my financial journey. Kiran and his team's personalized advice have helped me make confident, well-informed investment decisions."
Mr. Nitin
Founder & MD, IT firm
Let our experts build a portfolio tailored to your goals. Free portfolio review for new investors.
We will review overlap, underperformers, asset allocation, tax impact and whether your current funds still fit your goals.
What you will get
Best suited for investors who want a structured review before switching, redeeming or adding new funds.
Graduate from MFs to Specialized Investment Funds (₹10L+) with PMS-style strategies.
Learn more →Concentrated equity portfolios from ₹50 lakh — direct stock ownership.
Learn more →Diversify your MF portfolio internationally via LRS, GIFT City and US ETFs.
Learn more →*Mutual Funds are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results.