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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 →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.
Schedule Consultation →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.