Mutual Funds
Diversified investing across equity, debt and hybrid schemes.
Professionally managed funds selected for your goals, horizon and risk — not a product push.
AI-Powered Wealth Management. Made for You.
Your wealth. Intelligently managed.
- SEBI Aware process
- AMFI ARN-356021
- BSE Market access
- NSE Listed markets
AMFI registered wealth partner
ARN-356021 · Trusted since 1992
Our Services
ONE STRATEGY.MANY POSSIBILITIES.
SIF
Specialised investment funds for structured, advanced strategies.
For eligible investors who understand additional complexity, liquidity and risk beyond conventional mutual funds.
PMS
Customised portfolio strategies for high-value investments.
Bespoke equity and multi-asset mandates for eligible investors, sized within the wider wealth plan.
AIF
Alternative funds for diversification beyond listed markets.
Carefully sized private and specialised strategies for eligible investors who can accept complexity and limited liquidity.
Fixed Deposit
Fixed-tenure deposits for predictable income and stability.
Match maturities to cash-flow needs, compare issuers and keep a stable sleeve alongside growth assets.
Insurance (Health / Term)
Health and term cover sized to protect income and medical costs.
Needs-based protection so a hospitalisation or loss of income does not undo the wealth plan.
Stocks
Listed equities researched for suitability and a long-term view.
Direct stock exposure where it fits the plan — with concentration, costs and risk explained before you invest.
Unlisted Shares
Pre-IPO and unlisted equity for eligible, informed investors.
Illiquid, higher-risk holdings considered only where eligibility, horizon and capacity for loss support them.
International Equities / ETFs
Global equities and ETFs for diversification beyond India.
Overseas market access through suitable routes, with currency, cost, tax and eligibility discussed in plain language.
LAMF / LAS
Liquidity against mutual funds or securities — without selling.
Loan against mutual funds (LAMF) and loan against securities (LAS) when a temporary cash need is better met by borrowing than redeeming.
AI Wealth Intelligence
Evaluated with AI. Delivered by us.
Goal planning, portfolio insights, retirement readiness, wealth planning and investment research — all assessed with AI, then turned into advice by our team.
Financial Planning
CALCULATE YOUR
NEXT MOVE.
Explore different investment scenarios and understand the power of compounding.
CLIENT VOICES
Trusted across India
Choose a city to read client stories — the map stays in sync.
Presence across India’s financial centres
Bengaluru
Periodic reviews keep our plan relevant as goals change. Responsive on WhatsApp when markets feel uncertain.
THE APP
Your wealth desk
in your pocket.
Our Advisors
EVERY PORTFOLIO STARTS
WITH A CONVERSATION.
Our advisors bring decades of institutional experience and a singular focus: understanding your goals, your risk tolerance, and your life, before recommending a single instrument.
TALK TO AN ADVISOR
Lead · Since 1992
Managing Director
Mr. Tapan Kumar Mukherjee
Founder Of Mukherjee Investments, since 1992
building long-term wealth plans with suitability first, product second, and clear scheme documentation for every family.
Director
Ujjwal Mukherjee
MSc Finance and Investment Management, University of Liverpool. London, United Kingdom. Founder Muvesta Capital.
Associate
Prajjwal Mukherjee
Practical support through KYC, SIPs and reviews
so every step stays understandable.
Associate Manager
Adarsh Jaiswal
Client-first guidance on mutual funds, SIPs and goal-based investing
with clear documentation and ongoing support.
Relationship Manager
Shubham Rastogi
Client-first guidance on mutual funds, SIPs and goal-based investing
with clear documentation and ongoing support.
First consultation Complimentary · No commitment required
45 minAvg. session
98%Client satisfaction
1 dayResponse time
Muvesta Insights
INSIGHT INTELLIGENCE
What’s moving. Why it matters.
Curated financial information for a clearer view of the markets.
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About Muvesta
A DIFFERENT
KIND OF
WEALTH FIRM.
Muvesta Capital was founded with a conviction that wealth management in India deserved something better than generic products and commission-driven advice.
Born from Mukherjee Investments' legacy of trust, rooted in a journey that began in 1992, we have spent decades building processes, relationships and expertise that put client outcomes above all else.
3,56,021
Clients Served
Since 1992
Legacy of Trust
5000+
Individual PAN Served
01
BUILT ON TRUST.
Since 1992, Muvesta Capital has operated with a single principle: your interests, always first.
02
DRIVEN BY CLARITY.
We believe every investment decision should be understood, not just signed. No jargon. No opacity.
03
FOCUSED ON LONG-TERM WEALTH.
We measure our success not in quarterly returns, but in the generational wealth we help create.
FAQs
QUESTIONS,
ANSWERED.
Starting is simple. Book a complimentary consultation with one of our advisors through the "Talk to Us" section. We will understand your financial goals, current situation, and risk tolerance before making any recommendations. There is no obligation to invest after the first meeting.
We offer Mutual Funds, SIF, PMS, AIF, Fixed Deposits, Health and Term Insurance, Stocks, Unlisted Shares, International Equities / ETFs, LAMF / LAS, and AI Wealth Intelligence — goal planning, portfolio insights, retirement readiness, wealth planning and investment research, evaluated with AI and delivered by our advisors. Every recommendation is tailored to your goals, horizon and suitability.
You can reach our advisory team through the contact form on this page, by calling any of our branch offices directly, or by emailing your nearest branch. We aim to respond within one business day. First consultations are complimentary and carry no commitment.
Muvesta Capital currently operates from six major financial centres: Mumbai, Kolkata, New Delhi, Bengaluru, Hyderabad, and Chennai. You can find full address and contact details for each branch in the "Our Presence" section of this website.
Our first consultation is a 45-minute conversation focused entirely on understanding you — your goals, your timeline, your concerns, and your current financial picture. From there, our team prepares a personalised strategy document, which we walk you through in a second session. Investment begins only once you are fully comfortable with the plan.
Minimums vary by product. SIPs can begin from as low as ₹500 per month. Lumpsum mutual fund investments start from ₹5,000. PMS requires a minimum of ₹50 lakh as per SEBI regulations. AIF and SIF have higher minimum thresholds. Our advisors will recommend appropriate products based on your financial capacity.
Muvesta Capital by Mukherjee Investments operates under applicable SEBI (Securities and Exchange Board of India) regulations. We are a registered ARN holder and Investment Advisor operating in full compliance with Indian securities law.
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