Services · Mutual Funds
Mutual Funds,
done with framework.
Most mutual fund investing starts with a scheme suggestion and ends with a portfolio that drifts. We do the opposite: six structured steps, every one of them about you before it's about funds.
The Mega way
Six steps. One stringent framework.
From the first honest question to the last rebalance, here is exactly what your journey with us looks like.
01
It begins with you
Discover yourself first
Before any scheme is suggested, you take our Free Investor Personality Test. Ten honest questions reveal who you really are with money: Conservative, Moderate, Aggressive, or Very Aggressive. The blueprint of everything that follows.
02
We listen first
The discovery conversation
We sit down (virtually, or in our Rajkot office) to understand the life you're building. Not just numbers and timelines, but the people you provide for, the milestones that matter, the kind of retirement you envision. Plans without this conversation are just spreadsheets.
03
Your portfolio, structured
A stringent framework
From your profile and your conversation, we shape an asset mix designed to maximise the probability of you reaching your goals. The framework is rigorous; the mix is yours alone. No template portfolios get past this step.
04
How we choose what enters
CFA-led intelligence
Scheme suggestions come from Mega's internal investment team, led by CFA-certified professionals. They watch every category, meet fund management teams in person, and pass distilled conviction, not noise, into your portfolio.
05
Beyond past returns
Proprietary analytical ranking
We don't pick schemes by past performance alone. Anyone can read a one-year chart. Our proprietary model ranks each scheme across cost ratio, manager tenure, portfolio concentration, downside capture in falling markets, and qualitative insights from fund-house meetings. Only the ones that earn it land in your portfolio.
06
Built to stay aligned
Build, watch, rebalance
We execute the plan, then watch it. Market cycles will move things. Goals will evolve. Life will change. We rebalance on a written rhythm, not on mood, so the portfolio stays pointed at the life you described back at step 02.
The honest promise
We don't guarantee returns.
We maximise probability.
Returns are an outcome. The market decides them, not us, not anyone. But the framework above (the test, the conversation, the proprietary ranking, the rebalance rhythm) is entirely in our control. Run that framework with stringency, and the probability of you reaching the life you envisioned moves quietly, materially upward.
That probability is the only thing we promise. We think it's the only thing worth promising.
Start with step 01
Ready to take the first step?
The Free Investor Personality Test takes about three minutes. It will probably be the most clarifying three minutes you spend on your financial life this year.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.