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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 help you choose suitable mutual fund schemes based on your goals, life stage and risk appetite.
- Equity Funds – for long-term growth.
- Debt Funds – for stability & steady income.
- Hybrid Funds – for a balanced portfolio.
We help you review whether your schemes still suit your goals, and facilitate changes when needed—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 fairly to disciplined and consistent investors. 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.
As an Authorised Person of Manashvi Securities, we help you access the equity markets and understand the products. We do not manage portfolios or provide stock advice.
As an APMI-registered PMS distributor, we help you understand and access PMS offerings.
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.
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.
Specialised Investment Funds (SIF) are India’s newest investment category — introduced by SEBI to sit in the gap between mutual funds and PMS. With a minimum investment of ₹10 lakh, SIFs give experienced investors access to more flexible, actively-managed strategies — such as long-short and sector-rotation approaches — that traditional mutual funds aren’t structured to offer.
What Ekaiva Does in SIF:
Suitability first – we help you assess whether a SIF strategy genuinely fits your goals, risk appetite, and existing portfolio.
Strategy clarity – we explain how each approach works, where the risk actually sits, and how it differs from your current mutual fund holdings — in plain language.
Access & onboarding – as a distributor, we help you reach SIF offerings and move through the paperwork without the usual friction.
Because SIFs carry higher minimums and use sophisticated strategies, they aren’t for everyone. Our role is to help you understand exactly what you’re stepping into — the strategy, the risk, the costs — before a single rupee moves.
With Ekaiva, you don’t just access a new category — you enter it with clarity, conviction, and a partner who has already read the fine print.
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.
GIFT City Funds Distributor (Inbound & Outbound)
GIFT City — India’s first International Financial Services Centre (IFSC), built right here in Gujarat — is reshaping how Indians invest across borders. Through IFSCA-regulated fund structures, resident investors can access global markets (outbound), while NRIs and foreign investors can channel capital into India (inbound) — often within a more efficient, dollar-denominated framework.
What Ekaiva Does in GIFT City:
Outbound access – we help resident investors understand and reach globally-oriented funds based out of GIFT City, for genuine international diversification.
Inbound solutions – for NRIs and global investors, we help you understand structures designed to bring capital into Indian markets through the IFSC.
Cross-border clarity – we help you make sense of the currency, taxation, and repatriation considerations before you commit.
Global investing through GIFT City involves currency risk, different regulatory frameworks, and higher minimums. As a distributor, our job is to help you understand the structure and suitability clearly — never to oversimplify a sophisticated decision.
With Ekaiva, the world becomes investable — through a structure built in India, explained by a desk that understands both sides of the border.