What are Mutual Funds?
Complete beginner's guide to understanding mutual funds, NAV, and investment process.
Building wealth with wisdom
AI-powered mutual fund advisory services to help you achieve your financial goals with confidence and clarity.
Our Premium Services
Harness the power of premium services
Mutual Fund Distribution
Access to top-performing mutual funds from leading AMCs with expert guidance
Goal-Based Investment Planning
Strategic planning aligned with your life goals and financial aspirations
SIP & SWP Advisory
Systematic investment and withdrawal planning for disciplined wealth creation
Portfolio Review & Analysis
Regular portfolio health checks and rebalancing recommendations
Tax Saving Solutions (ELSS)
Maximize tax efficiency with smart ELSS mutual fund investments
Retirement Planning
Secure your golden years with comprehensive retirement solutions
AI-Powered Investment Tools
Harness the power of artificial intelligence for smarter investment decisions
Fund Advisor
Get personalized mutual fund recommendations based on your risk profile and goals
Portfolio Optimizer
Optimize your existing portfolio for better risk-adjusted returns
Financial Planner
Create comprehensive financial plans for your life goals
Risk Analyzer
Analyze and understand your investment risk tolerance
AI-Driven Risk Assessment
Discover your investment risk profile through our 6-question AI-powered assessment
What is your age group?
AI-Enhanced Calculators
Powerful financial calculators with intelligent insights & charts
SIP Calculator
Results
Lump Sum Calculator
Results
SWP Calculator
Results
SIP + SWP Calculator
Results
Goal Planning Calculator
Results
Inflation Calculator
Results
Financial Independence Retire Early (FIRE) Calculator
Results
Knowledge Hub
Comprehensive educational content to enhance your investment knowledge
Mutual Fund Basics
SIP vs Lump Sum
Which investment strategy works best for you - systematic or one-time investing?
Tax Benefits of ELSS
How to save tax with equity linked savings schemes under Section 80C.
Understanding NAV
Net Asset Value explained - what it means and why it matters for investors.
Intermediate Concepts
Portfolio Diversification
Building a balanced investment portfolio across asset classes and sectors.
Risk Management
Understanding and managing different types of investment risks effectively.
Fund Selection Criteria
Key parameters to evaluate before choosing the right mutual funds for your goals.
Goal-Based Investing
Matching investments to life goals and time horizons for better outcomes.
Advanced Strategies
Technical Analysis
Advanced techniques for timing your mutual fund investments using market analysis.
Market Research
Fundamental analysis, economic factors, and market cycle understanding.
Tax Optimization
Advanced tax planning strategies for mutual fund investments and wealth management.
Alternative Investments
Beyond traditional mutual funds: REITs, international funds, and sectoral investing.
Market Insights
Dec 2024
Market Outlook 2025: Key Sectors to Watch
Our analysis of emerging sectors and investment opportunities for the coming year.
Nov 2024
RBI Policy Impact on Debt Funds
How recent monetary policy changes affect your debt fund investments.
Nov 2024
Small Cap Revival: Opportunities & Risks
Analyzing the recent performance and future prospects of small cap mutual funds.
Regulatory Updates
Jan 2025
New TER Guidelines for Mutual Funds
Latest SEBI circular on total expense ratio limits and their impact on investors.
Nov 2024
Debt Fund Valuation Changes
New valuation methodology for debt securities in mutual fund portfolios.
Meet Our Team
Meet the professionals behind your financial success
Rajen Shah
Chief Executive Officer
With over 20 years of experience in finance and accounting services, Mr. Rajen leads Aadi Investments with a vision to democratize wealth creation through technology and personalized advisory services.
NISM Certified
Portfolio Management
Financial Planning
Risk Assessment
Neha Shah
Chief Operating Officer
Neha brings 16+ years of operational excellence in Services Industry. She oversees client services, and regulatory compliance to ensure seamless investor experience. She excels in customer relationships management
ABO certified
Operations Management
Compliance
Client Relations
About Aadi Investments
Building wealth through wisdom and technology
Our Mission
To democratize wealth creation through AI-powered investment guidance, making professional-grade financial advice accessible to every Indian investor.
Our Vision
To be India's most trusted AI-driven mutual fund advisory platform, empowering millions to achieve their financial dreams.
Our Values
Transparency
Clear, honest communication about risks, returns, and fees with no hidden charges
Innovation
Leveraging AI and technology for better investment outcomes and user experience
Excellence
Uncompromising commitment to quality and client success in every interaction
Trust
Building long-term relationships based on reliability and consistent performance
Get In Touch
Ready to start your investment journey? We're here to help
Address
Visamo CHS, Gorai Road,
Borivali West, Mumbai 400091