Approach
Investing with purpose, advising with care.
The Power of Mutual Funds
Our proven process - No Magic. Just Discipline. We truly believe great wealth can be created in the long term.
Long Term Edge
As Nagendra puts it succinctly, 'to build wealth, you don't just invest money, more importantly, you invest time'.
Quality Portfolio
We can proudly claim that out of the 4000+ mutual funds available in the market, our clients' portfolios are aligned to the best ones.
Discipline over Magic
One common thing that all great investment minds tell us is to be disciplined and consistent. And Aatmeeya personifies this value.
Nothing ever comes in the way of choosing the best fund for our clients.
Relatively new clients may go through emotional upheaval, both during times of abundance as well as crisis. We will be there for them, answering all their questions and provisioning emotional support along the journey.
900+
happy clients
13+ years
of experience
280+
crores in assets
Our Process, Step-by-Step Guide
Aatmeeya’s companionship with its clients is not limited to investments. We handhold them through every step of the way, up until they redeem their investments and use it to realize their dreams.
Orientation
Every client is taken through a free three-hour orientation process. The client's decision at the end to invest, or not invest, will be whole-heartedly respected.
Customized Investment Plan
Once the client decides to invest, we will chart out an investment plan that suits the client's risk appetite, investment horizon and their financial goal.
On-Boarding
We will help our client's with all the necessary documentation and KYC compliance processes before investing to ensure smooth investing.
Constant Updation
Transparency nullifies anxiety. We update our clients every quarter on how their investments are doing. We can also send a consolidated status whenever needed.
Redemption
One unique value of ours is to offer a tax-efficient redemption plan. We will chart out a redemption process that will bear the minimum tax cost.
Get in Touch with us.
Reach out to start the journey towards safe, secure and strategic investments. Connect with us to build your financial future.
Frequently Asked Questions
Aatmeeya helps you create wealth through mutual funds. A friend who takes care of your financial concerns.
How much money do you charge for your service?
Our service is completely free. If you decide to invest through us, we will get a small commission from your investment.
Can we invest without the three hour orientation?
No. We want our customers to understand clearly the concepts and strategies behind investing into the economy. This will give clarity to the investor as well as a purpose for the investment.
Do you also help us with taxation and insurance?
Yes!
How do we know if our money is growing?
We will be sending out statements of your investments regularly through emails and sharing our insights about how it is doing.
Are you open to doing financial literacy sessions for our students/employees?
Yes! Please reach out to us!