Mavin Wealth

Hedge Fund in Your iPhone.

Transforming your investment experience with institutional strategies, tailored exclusively for you.

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HEAR FROM OUR CLIENTS

There’s no sales pitch—just solid advice. I can finally stop second-guessing every financial decision.

Anantika Jain

Honestly, I just wanted someone to take care of my investments without pushing products. Mavin nailed it. Feels good to have that off my plate

Abhimanyu Shekhawat

As a techie, I like data, not drama. Mavin’s approach is sharp, simple, and no-nonsense. Exactly what I needed.

Mayank Agarwal

I didn’t want to track markets or read fund factsheets. Mavin figured out my goals and just handled it. Huge mental load off.

Sakshi Batavia

I work in tech, not finance. Mavin didn’t overwhelm me—they simplified things, asked the right questions, and just took care of it.

Piyush Makhija

Meet Yogesh Shroff

Founder, Mavin Investment Managers

Having spent years working at the world's largest investment bank, I observed firsthand how institutional investors consistently outperform retail investors by leveraging advanced market-making strategies and specialized expertise. This disparity inspired me to bridge the gap.

MAVIN ADVANTAGES

How Can We Help You?

01

Mutual Funds

Our seasoned investment professionals continuously monitor and dynamically manage your portfolio, ensuring consistent market-beating returns:

Dynamic SIP

Maximize your returns through adaptive SIP strategies aligned with changing market conditions.

Capitalize on Opportunities

Benefit from direct access to our expert investment team for informed, strategic decisions

Comprehensive Portfolio Reviews

Detailed evaluations of your investments to optimize asset allocation and risk management.

Book Portfolio Review

02

Portfolio Management Services

Expert-managed portfolios designed specifically to generate sustained alpha over the long term:

Niche Strategies

Curated portfolios focusing on companies growing faster than the overall markets.

Customized Asset Allocation

Personalised investment strategies crafted around your risk tolerance and financial goals.

Transparency & Trust

Full visibility into all transactions, maintained securely with trusted custodians.

Book Portfolio Review

HEAR FROM OUR CLIENTS

The Mavin Advantages
Market Clarity Index™

Equity Valuation Index

01

Tracks overall stock market valuations using P/E, P/B, Dividend Yield, and Market Cap to GDP.

Sector Valuation Index

02

Analyzes valuation metrics for different sectors (IT, Healthcare, FMCG, etc.) to highlight over/underpriced opportunities.

Market Cap Segmentation

03

Evaluates Large-Cap, Mid-Cap, and Small-Cap stocks to determine where value exists.

Contact mAVIN

Ready to
Transform Your
Investments?

Connect with Mavin today, and together we'll create a strategic investment plan uniquely suited to your financial goals.

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