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Mutual funds are one of the most trusted ways to grow wealth in India, with over ₹78 lakh crore AUM (Assets Under Management) as of 2025. They allow you to invest across equities, debt, and hybrid instruments—spreading risk while capturing growth opportunities.
What Ekaiva Does in Mutual Funds:
At Ekaiva, we design goal-based mutual fund strategies tailored to your life stage and risk appetite:
- Equity Funds – for long-term growth.
- Debt Funds – for stability & steady income.
- Hybrid Funds – for a balanced portfolio.
We don’t just recommend funds; we align them with your goals—child’s education, home purchase, or retirement corpus. And because markets shift, we review & rebalance portfolios regularly, ensuring your money grows with clarity, direction, and purpose.
Equity investing has proven to be one of the most powerful wealth-building strategies. Over the last 20 years, Indian equity markets have delivered an average CAGR of 12–15%, far higher than fixed deposits (5–6%) or gold (8–9%). Equity isn’t about chasing tips or speculation—it’s about data-driven strategies and informed decision-making. With the right guidance, equities can be your strongest tool for financial independence and long-term wealth creation.
At Ekaiva, we focus on:
- Custom Portfolio Design – Building equity portfolios aligned with your goals, risk profile, and time horizon.
- In-depth Research & Analysis – Identifying high-potential companies through sector research and financial modeling.
- Active Monitoring – Tracking market shifts and making timely adjustments for better risk-return balance.
- Diversification Strategies – Balancing large-cap stability with mid-cap growth and small-cap opportunities.
With our expertise, every share you own is backed by research, strategy, and a clear roadmap for long-term wealth creation.
Managing wealth requires more than just buying and holding stocks. PMS gives you access to professional fund managers who actively design and monitor your portfolio based on your goals, risk appetite, and time horizon.
Why PMS?
- Personalized Strategy: Unlike mutual funds, PMS portfolios are tailor-made for each investor.
- Expert Management: Run by SEBI-registered managers with research-backed decision making.
- Diversified Approach: Access to equity, debt, and hybrid strategies.
- Transparency: You own the stocks directly in your demat account, ensuring full visibility.
The industry speaks for itself—India’s PMS industry crossed ₹30 lakh crore AUM in FY24, growing at ~25% annually as more HNIs choose expert-managed portfolios over traditional options.
With Ekaiva, PMS is not just about chasing returns. We evaluate performance consistency, fees, and risk before recommending solutions so your wealth is not only invested, but purposefully managed for long-term growth.
Alternative Investment Funds (AIFs) open doors to opportunities beyond traditional equity and debt. From private equity and venture capital to hedge strategies and structured credit, AIFs are designed for investors seeking diversification and high-growth potential.
Why AIFs matter today:
- India’s AIF industry has grown at a CAGR of ~32% over the last 5 years, crossing ₹9.5 lakh crore in commitments (FY24).
- Offers access to asset classes like startups, real estate, and private debt, which are not available in mutual funds or PMS.
Helps reduce portfolio risk by adding uncorrelated return streams.
What Ekaiva Does in AIF Distribution
Choosing the right AIF requires clarity and due diligence. At Ekaiva, we:
- Evaluate fund strategy, manager track record, and exit history.
- Compare risk-adjusted returns across categories (I, II & III).
- Ensure transparency in fees, lock-in periods, and liquidity.
Align every recommendation with your financial goals and risk profile.
With Ekaiva, AIF distribution isn’t just about access it’s about curated opportunities, trusted guidance, and smarter diversification.
IPO investing isn’t just about “getting in early.” It’s about evaluating whether a company can deliver sustainable growth, strong returns, and long-term value creation. In 2023, Indian IPOs raised over ₹52,000 crore, with several listings delivering 30–70% gains on debut—but not all IPOs perform equally well. That’s why research matters.
What Ekaiva Does in IPOs :
At Ekaiva, we go beyond the hype with a 360° IPO research framework, analyzing:
- Company fundamentals – profitability, debt, growth potential.
- Management quality – leadership strength & execution track record.
- Industry outlook – opportunities, competition & risks.
- Valuation analysis – ensuring fair pricing vs. peers.
We also make the application process seamless, guiding you through allotment timelines, listing strategies, and post-listing decisions.
With Ekaiva, you don’t just apply for IPOs—you invest with clarity, confidence, and a strategy that aligns with your financial goals.
Life is unpredictable, but your family’s security shouldn’t be. Insurance is not an expense—it’s a safety net that safeguards your loved ones’ future while giving you the freedom to live without fear.
What Ekaiva Does in Insurance:
We provide personalized insurance solutions backed by clarity and trust:
- Life Insurance – Secures your family’s financial future.
- Health Insurance – Covers rising medical costs (India’s healthcare inflation is ~14% annually).
- Term Plans, ULIPs & More – Customized to your goals and budget.
We go beyond just premiums—we analyze coverage value, claim settlement ratios (India average: ~97%), and long-term benefits, ensuring you get real protection when it matters most.
With Ekaiva, insurance isn’t about fear—it’s about peace of mind, stability, and the confidence to live life fully.
Why let your shares sit idle?
With SEBI-regulated Stock Lending & Borrowing, you can lend your demat-held stocks and earn passive income without giving up ownership.
In FY24, SLB turnover crossed ₹5.2 lakh crore on NSE, reflecting growing investor adoption. With a 125% margin requirement, your holdings remain secure while you benefit from lending fees, dividends, and long-term appreciation.
At Ekaiva, we simplify SLB with clarity and trust helping you turn dormant shares into an additional source of income.