India’s First Research-Driven Mutual Fund Platform with Free Stock Recommendations
What Sets Us Apart
Curated Mutual Fund Selection
We analyse thousands of funds and handpick the best for your risk appetite—so you don’t have to.
Model Portfolios with No Extra Fee
You get access to ready-to-invest portfolios, regularly updated by experts, at zero advisory cost.
Ongoing Portfolio Rebalancing
Your investments evolve with the markets. We review and rebalance so your portfolio stays on track.
Start Investing in 3 Simple Steps
1
Take Risk Profile Test
Quick 3-min quiz to understand your goals and risk appetite.
2
Get Model Portfolio
Based on your profile, access curated portfolios & fund combinations.
3
Invest & Track
Invest via our platform and let us monitor, update, and guide you monthly.
Portfolios Designed for Every Investor
Conservative
Debt-focused with minimal risk
Expected CAGR: 7-9%
No. of Funds: 3-5
Ideal holding period: 1-3 Years
Risk rating: Low
Balanced
Mix of equity and debt
Expected CAGR: 10-12%
No. of Funds: 5-7
Ideal holding period: 3-5 Years
Risk rating: Medium
Aggressive
Equity-heavy for long-term growth
Expected CAGR: 15%+
No. of Funds: 7-10
Ideal holding period: 5+ Years
Risk rating: High
Not Just Mutual Funds. We Pick Stocks Too.
Handpicked monthly stock recommendations based on research and trends. Included at no extra cost.
Your Portfolio. Monitored & Updated.
We track market changes, fund performance, and your portfolio allocation—so you don’t have to.
Everything You Need for Creating Wealth
Manage your entire financial journey with the AssetYogi Wealth App.
Your Wealth, Simplified.
The AssetYogi Wealth App puts comprehensive financial management at your fingertips. From hand-picked mutual funds to real-time stock insights and IPO opportunities, we’ve got you covered.
Experience seamless tracking, expert recommendations, and dynamic rebalancing, all designed to help you achieve your financial goals with ease.
Our Vision: Wealth Creation for Everyone
Discover how AssetYogi Wealth is revolutionizing personal finance in India.
Watch our introductory video to learn more about our mission and approach.
Learn with AssetYogi: Your Financial Education Hub
Empower yourself with our comprehensive video library on mutual funds, stocks, and wealth management strategies.
Dive deeper into financial concepts with our expert-led tutorials.
Not Sure If You’re on the Right Path?
Let us evaluate your current mutual fund or stock portfolio. Get a FREE, unbiased review from our research team.
What Our Clients Say
“I didn’t know which MF to pick. AssetYogi made it simple.”
- Priya Sharma
“My returns have become more stable since switching to their model portfolios.”
- Rajeev Kumar
Our Trusted Partners
Partner 1
Your data is secured with industry-leading encryption.
SEBI Registered Investment Advisor (INAxxxxxxxxxx)
Partner 2
Your data is secured with industry-leading encryption.
SEBI Registered Investment Advisor (INAxxxxxxxxxx)
Partner 3
Your data is secured with industry-leading encryption.
SEBI Registered Investment Advisor (INAxxxxxxxxxx)
Partner 4
Your data is secured with industry-leading encryption.
SEBI Registered Investment Advisor (INAxxxxxxxxxx)
Frequently Asked Questions
Q1: How are your model portfolios created?
Each model portfolio is built using in-depth research, sector outlook, macro trends, and historical performance. We regularly update them based on market movements and your evolving goals.
Q2: Are these portfolios personalized?
Yes. While the base portfolios are pre-curated by risk category — Conservative, Balanced, Aggressive — we personalize recommendations after understanding your goals, investment horizon, and risk appetite.
Q3: Is this a SEBI-registered advisory service?
We operate as an AMFI-registered Mutual Fund Distributor and offer model portfolios based on extensive research. For stock portfolio management, we collaborate with SEBI-registered RA.
Q4: What’s included in the free portfolio review?
We analyze your existing mutual fund or stock investments, assess alignment with your financial goals, and highlight overlaps, underperformance, or unnecessary risks — all at no charge.
Q5: Can I invest directly through your platform?
Yes. Once we finalize your plan, our team will guide you through the investment process using secure and compliant platforms. Everything is handled seamlessly.
Q6: How do your stock recommendations work?
Every month, we release high-conviction stock ideas with detailed analysis — business model, financials, valuation, industry comparison, and investment rationale. These are ideal for long-term investors.
Q7: Will I get access to a real advisor?
Definitely. Unlike DIY platforms, we believe in human conversations. You’ll get regular review calls to track performance, update your goals, and rebalance as needed.
Q8: Is there a minimum investment required?
There’s no fixed minimum. But to effectively follow our diversified portfolios, we recommend starting with at least ₹40,000 across funds/stocks. We’ll guide you step-by-step.
Q9: How do I get started?
Simple. Click on “Book a Call”, and we’ll help you take it from there.
Let Your Money Grow Smarter
Fill out the form below to get started on your wealth growth journey.
Empowering you with clear, actionable financial knowledge for a secure future.
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