Customer Login

Request a Consultation

    Mutual Fund Advisory for Goal-Based Investing

    Make mutual funds work for your life goals through disciplined, goal-aligned investment planning.

    • SEBI-aligned advisory approach with transparent recommendations
    • Mutual fund selection aligned with your goals, risk profile, and time horizon
    • Eliminate overlap, inefficiency, and unnecessary risk across existing investments
    • One integrated advisory view across all your mutual fund holdings

    Why Mutual Fund Advisory Matters

    Rising living costs, changing life priorities, and evolving markets make it important to review how your mutual fund investments are structured. What worked earlier may no longer align with your current goals, risk comfort, or time horizon.

    Mutual funds can be powerful long-term tools-but only when selected, combined, and reviewed with a clear strategy. Without proper advisory oversight, portfolios often become fragmented, inefficient, or misaligned.

    • Understand whether your existing mutual funds are aligned with your life goals
    • Identify concentration risks and unnecessary overlap across schemes
    • Review liquidity suitability based on income stability and future needs
    • Gain clarity through consolidated reporting and advisory interpretation
    Start Your Mutual Fund Advisory Review

    Mutual funds are professionally managed investment vehicles that allow investors to participate across asset classes such as equity, debt, and gold. However, the real outcome depends not just on investing – but on selecting, combining, and reviewing funds with a clear strategy.

    When aligned correctly with goals, time horizon, and risk capacity, mutual funds can help investors beat inflation and build long-term wealth. Without periodic review, however, portfolios often drift away from what they were originally meant to achieve.

    Need Clarity on Your Mutual Fund Investments

    Get professional guidance to bring clarity, structure, and discipline to your mutual fund decisions

    financial goals and vision

    We help structure mutual fund portfolios around real-life goals such as retirement, education, and long-term wealth creation

    maintain financial stability

    Mutual fund planning that balances growth, liquidity, and contingency needs across different life stages

    automate your investment s

    We guide disciplined investing approaches such as SIPs and phased allocations – aligned with cash flow and risk comfort

    Long-term wealth creation driven by consistency, asset allocation, and periodic portfolio reviews

    Book a Mutual Fund Advisory Consultation

    Our Platform & Industry Associations

    We work with leading AMCs, platforms, and financial institutions to enable smooth execution and reporting. Advisory decisions remain independent and goal-driven.

    1366

    Clients Advised

    45

    AMCs & Platforms Covered

    5000

    Long-Term Investor Relationships

    Get Started

    Discover Mutual Funds

    Below are the top performing funds in India for 2024. Below list of best mutual funds to but now is catered by our mutual funds investment planner to get the most from your investment.

    Best Mutual Funds to Buy in India 2024

    Below are the top performing mutual funds in India to invest in 2024

    Explore all Mutual Funds

    Equity Mutual Funds

    Fund Name Category 1Y 3Y 5Y 7Y 10Y
    Canara Robeco Bluechip Equity Fund – Regular Plan – Growth Large Cap 75.68% 16.93% 16.45% 15.03% 13.16%
    Axis Long Term Equity Fund – Regular Plan – Growth Tax Savings 70.35% 15.40% 16.06% 18.16% 17.68%
    IIFL Focused Equity Fund -Regular Plan – Growth Focused 86.93% 20.29% 18.75% – –
    Tata Large & Mid Cap Fund- Regular Plan – Growth Large & Mid Cap 88.51% 14.18% 14.39% 15.63% 13.85%
    Mirae Asset Tax Saver Fund-Regular Plan-Growth Tax Savings 101.96% 17.60% 21.35% – –
    Mirae Asset Emerging Bluechip Fund – Regular Plan – Growth Option Large & Mid Cap 100.71% 18.12% 21.43% 24.55% 22.26%
    UTI – Flexi Cap Fund-Growth Option Cap 91.67% 18.54% 17.28% 16.93% 14.70%
    Axis Midcap Fund – Regular Plan – Growth Mid Cap 74.60% 18.46% 19.07% 20.39% 18.21%
    Kotak Emerging Equity Scheme – Growth Mid Cap 100.09% 13.66% 18.02% 22.45% 18.07%
    SBI Small Cap Fund – Regular Plan – Growth Small Cap 106.14% 12.81% 20.60% 26.84% 21.31%
    ICICI Prudential Technology Fund – Growth Technology 148.06% 28.33% 21.26% 19.68% 19.58%

    Hybrid Mutual Funds

    Fund Name Category 1Y 3Y 5Y 7Y 10Y
    Aditya Birla Sun Life Regular Savings Fund – Growth / Payment – Regular Plan Conservative Hybrid Fund 30.90% 6.80% 9.13% 10.52% 10.10%
    Edelweiss Balanced Advantage Fund – Regular Plan – Growth Option Dynamic Asset Allocation 46.90% 12.91% 11.71% 12.43% 11.04%
    ICICI Prudential Balanced Advantage Fund – Growth Dynamic Asset Allocation 53.55% 10.33% 11.70% 12.14% 12.59%
    SBI Equity Hybrid Fund – Regular Plan -Growth Aggressive Hybrid Fund 54.84% 12.27% 12.98% 14.80% 13.39%
    Axis Triple Advantage Fund – Regular Plan – Growth Option Multi Asset Allocation 55.20% 11.94% 11.09% 10.06% 9.64%
    Canara Robeco Equity Hybrid Fund – Regular Plan – Growth Aggressive Hybrid Fund 56.16% 13.47% 14.42% 15.43% 13.51%
    Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth Aggressive Hybrid Fund 62.41% 12.65% 14.10% – –
    Kotak Asset Allocator Fund Growth Conservative Hybrid Fund 62.94% 14.56% 13.42% 14.89% 12.27%
    HDFC Balance Advantage Fund – Growth Option Dynamic Asset Allocation 69.87% 10.10% 13.94% 13.67% 10.85%
    Quant Multi Asset Fund-Growth Option Multi Asset Allocation 91.75% 16.36% 12.23% 10.93% 9.63%

    Debt Mutual Funds

    Fund Name Category 6M 1Y 3Y 5Y 7Y 10Y
    SBI Magnum Medium Duration Fund – Regular Plan – Growth Medium Duration Fund 2.87% 11.37% 9.18% 9.47% 10.05% 9.45%
    Kotak Low Duration Fund- Regular Plan-Growth Option Low Duration Fund 1.98% 8.35% 7.43% 7.64% 8.12% 8.38%
    DSP Low Duration Fund – Regular Plan – Growth Low Duration Fund 1.94% 7.44% 7.22% 7.29% – –
    ICICI Prudential Short Term Fund – Growth Option Short Duration Fund 2.81% 11.01% 8.28% 8.20% 8.64% 8.67%
    IDFC Bond Fund – Medium Term Plan -Regular Plan- Growth Option Medium Duration Fund 1.81% 9.21% 8.02% 7.64% 8.06% 8.22%
    Axis Strategic Bond Fund – Regular Plan – Growth Option Medium Duration Fund 3.35% 10.30% 7.66% 8.21% 8.93% –
    Nippon India Short Term Fund-Growth Plan Short Duration Fund 2.71% 9.64% 7.75% 7.59% 8.12% 8.33%
    IDFC Banking & PSU Debt Fund-Regular Plan- Growth Option Banking & PSU Fund 2.44% 12.19% 9.35% 8.21% 8.34% –
    HDFC Corporate Bond Fund – Growth Option Corporate Bond Fund 2.67% 11.54% 8.92% 8.62% 8.91% 8.95%
    L&T Triple Ace Bond Fund-Regular Plan-Growth Corporate Bond Fund 2.22% 11.97% 9.53% 8.16% 8.37% 7.97%
    A vector image showing data analysis

    Why The Gainers

    At The Gainers, our approach to wealth management is built on clarity, discipline, and long-term thinking. We focus on helping investors make informed decisions by aligning investments with real-life goals, risk comfort, and time horizons – not short-term trends.

    Goal-Aligned Investing

    We help structure investments around defined financial goals, ensuring your money is allocated purposefully rather than scattered across products or driven by noise.

    Planning-First Advice

    Our advice begins with understanding your life goals and financial situation. Product recommendations come later – only when they fit your plan, risk profile, and long-term objectives.

    Clarity & Simplicity

    We simplify complex investment decisions by providing a clear structure, regular reviews, and a single advisory view – so you spend less time worrying and more time focusing on life.

    Transparent & Ethical Advisory

    We follow a transparent, SEBI-aligned advisory approach. Every recommendation is explained clearly, with risks, costs, and suitability discussed upfront – so there are no hidden surprises.

    Frequently Asked Questions

    A Systematic Investment Plan (SIP) allows investors to invest a fixed amount regularly in mutual funds. When aligned with long-term goals, income stability, and risk appetite, SIPs help investors stay disciplined and reduce the impact of market volatility over time.

    While investors can invest directly, a mutual fund advisor adds value through fund selection, asset allocation, risk assessment, and ongoing portfolio review. Advisory support helps bring structure, discipline, and long-term clarity to investing decisions.

    There is no single “best” mutual fund suitable for everyone. Fund selection depends on individual goals, time horizon, risk tolerance, and existing portfolio structure. A disciplined advisory approach focuses on suitability and consistency rather than chasing short-term returns.

    A mutual fund advisory approach begins with understanding your financial goals, cash flows, and risk comfort. Suitable funds are selected accordingly and reviewed periodically, with adjustments made as life circumstances and market conditions change.

    A mutual fund advisor helps design and maintain a goal-aligned portfolio, manage risk exposure, and guide investors through market cycles. The role focuses on informed decision-making rather than product recommendations or market timing.

    Mutual fund advisory support helps investors stay disciplined, avoid emotional reactions to market movements, and ensure portfolios remain aligned with long-term goals and risk profiles as circumstances evolve.

    Advisory Leadership

    Komal Thakur leads the advisory function at The Gainers with a clear focus on disciplined, goal-based investing and long-term wealth planning.

    Her approach is built around understanding each investor’s financial life – their goals, risk comfort, time horizon, and real-world constraints – before any investment decisions are made.

    Rather than chasing trends or short-term market movements, Komal emphasizes portfolio structure, asset allocation, and regular reviews to help investors stay aligned with their long-term objectives through different market cycles.

    With experience across banking, financial planning, and advisory roles, she brings a balanced perspective that combines technical understanding with practical decision-making. Every recommendation follows a transparent, ethical, and SEBI-aligned advisory process.

    At The Gainers, her role is not to predict markets, but to help investors make informed, confident decisions – and stay disciplined over time.

    Komal Thakur
    Chief Investment & Portfolio Advisor

    Need clarity before you invest?

    Speak directly with an experienced investment advisor and get unbiased guidance tailored to your goals – no pressure, no product pushing.

    Request an Advisor Callback

    or call us at 882 689 6236

    Need clarity before you invest?

    Speak directly with an experienced investment advisor and get unbiased guidance tailored to your goals – no pressure, no product pushing.

    Request an Advisor Callback

    or call us at 882 689 6236

    Contact us
    Please Enter Mobile Number To Send OTP
    A OTP (One Time Passcode) has been sent to ##phone##. Please enter the OTP in the field below to verify your phone.
    Edit Number


    Resend00:00:00 secDidn t receive the code?