Loading...
Loading...
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.
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.
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.
Large sums need careful deployment. We use Systematic Transfer Plans (STPs), value averaging, and market-timing frameworks to deploy lumpsum investments efficiently.
Markets change. Your portfolio should adapt. We conduct comprehensive annual reviews with rebalancing recommendations.
Strategically booking losses to offset gains, optimizing your post-tax returns — a service most advisors ignore.
Have funds scattered across multiple platforms and distributors? We consolidate everything into a single, optimized portfolio.
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 offers tax deduction under Section 80C with just 3 years lock-in. We select ELSS funds for superior risk-adjusted returns.
"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.