Mutual Funds, Done Right.
India has 1500+ mutual fund schemes. You don't need all of them. You need the right 5-8 funds, allocated precisely to your goals, risk tolerance, and tax situation.
At SoHo Wealth, we don't sell mutual funds — we construct portfolios. Every fund recommendation comes with a clear rationale: why this fund, why this allocation, and when to rebalance.
Get Free Portfolio Review →Our Mutual Fund Services
Goal-Based Portfolio Construction
Whether it's retirement in 20 years, a child's education in 10, or a home purchase in 3 — we map your goals to specific fund allocations with precise SIP amounts.
SIP Optimization
We don't just start SIPs — we optimize them. Step-up SIPs, tactical pauses during market extremes, and systematic switching between equity and debt based on valuations.
Lumpsum Deployment Strategy
Large sums need careful deployment. We use Systematic Transfer Plans (STPs), value averaging, and market-timing frameworks to deploy lumpsum investments efficiently.
Annual Portfolio Review & Rebalancing
Markets change. Your portfolio should adapt. We conduct comprehensive annual reviews with rebalancing recommendations.
Tax-Loss Harvesting
Strategically booking losses to offset gains, optimizing your post-tax returns — a service most advisors ignore.
Consolidation & Clean-Up
Have funds scattered across multiple platforms and distributors? We consolidate everything into a single, optimized portfolio.
Fund Categories We Cover
Equity Funds
Large cap, mid cap, small cap, flexi cap, multi cap, focused funds, sectoral and thematic funds, value funds, and contra funds.
Debt Funds
Liquid funds, ultra-short duration, short duration, medium duration, corporate bond, banking & PSU, gilt, and dynamic bond funds.
Hybrid Funds
Balanced advantage, aggressive hybrid, conservative hybrid, multi-asset allocation, and equity savings funds.
Tax Saving (ELSS)
ELSS offers tax deduction under Section 80C with just 3 years lock-in. We select ELSS funds for superior risk-adjusted returns.
What Our Clients Say
"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
Frequently Asked Questions
Start Your Mutual Fund Journey
Let our experts build a portfolio tailored to your goals. Free portfolio review for new investors.
Schedule Consultation →*Mutual Funds are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results.