AMFI & APMI registered · Kota, Rajasthan
Disciplined Wealth Building for Families in Kota
Mutual funds, portfolio management services and alternative investment funds, chosen with research and reviewed with you. Helping families grow, protect and pass on their wealth for more than 25 years.
- Years of market experience
- 25+
- Assets Under Management
- ₹350 Cr+
- Investors across life stages
- 1,000+
- HNIs served with ongoing support
- 100+
The Allocation Conundrum
Thousands of funds and strategies, one portfolio that fits you. That is the choice we help you make.
Equity or debt?
- Growth
- Stability
Our view
Equity can grow faster but swings more; debt is steadier but grows more slowly. Most portfolios hold both, in a mix set by your goals and time horizon.
SIP or lump sum?
- Steady
- All at once
Our view
A SIP invests a fixed amount every month and suits a regular income. A lump sum puts surplus savings or a bonus to work in one go. Many investors use both.
Mutual fund, PMS or AIF?
- Pooled
- Managed
- Private
Our view
Mutual funds start with a small SIP, PMS from ₹50 lakh and AIFs from ₹1 crore. The right route depends on your amount, your horizon and how much complexity you want.
Active or passive?
- Fund manager
- Index
Our view
Active funds aim to beat the market through stock selection; index funds simply track it, usually at a lower cost. We help you weigh cost, consistency and fit.
Stay invested or exit?
- Patience
- Need
Our view
Staying invested gives long-term investments time to work, but life has its own plans. We help you plan withdrawals around your goals, with taxes and exit loads in view.
Fund houses we work with
What We Help You Access
One team for every part of your portfolio, from your first SIP to sophisticated alternatives.
Mutual Funds
As an AMFI registered Mutual Fund Distributor in Kota, we support transactions, documentation and portfolio servicing.
Start with a small monthly SIPExplorePortfolio Management Services
Portfolio Management Services in Kota give eligible investors access to portfolios managed by SEBI-registered portfolio managers.
From ₹50 lakhExploreAlternative Investment Funds
Access private equity, private credit, infrastructure and other permitted alternative investment strategies.
From ₹1 croreExploreFactor Investing
Use rules-based factors such as value, quality, momentum and low volatility to study portfolio construction.
Research-led strategyExplore
Our Distinctive Approach
See how our modern approach differs from traditional wealth management.
Our approach
Creating risk budgets, so you know how much risk each part of your portfolio is taking.
Traditional wealth firms
Where relationship managers may be focused on selling products.
Our approach
Implementing an investment approach based on the Growth Efficient Frontier.
Traditional wealth firms
Whose portfolios may follow a different approach.
Our approach
Creating tax-efficient portfolios using a research-driven approach and evaluating fund managers.
Traditional wealth firms
Which may offer products with different commission structures.
Our approach
Delivering a consistent top-down approach aligned with customer objectives.
Traditional wealth firms
Using a bottom-up approach where relationship managers may decide what to offer.
Our Core Competency
From a universe of options to a portfolio that fits you.
- 1
Broad Market Access
Access mutual fund schemes in Kota, fund managers, strategies and investment categories across the market.
- 2
Research & Screening
Study risk, portfolio structure, manager history, costs and consistency.
- 3
Portfolio Review
Track allocation changes and review how existing investments are positioned.
A note from our CEO
With 25+ years in the securities market, Saksham Investments brings seasoned market experience, trusted relationships and dedicated support to HNI and UHNI investors.
Chirag Jain
CEO, Saksham Investments
What Shapes Our Work
Research Before Reaction
Markets can get noisy. We prefer to study the numbers, the portfolio, the manager and the risk before forming a view.
Experience That Adds Context
More than 25 years in the securities market have taught us one thing: every market phase tells a different story.
Knowledge You Can Use
We keep product details, fees, risks and portfolio information clear, so investors can understand what they are looking at.
Discipline Over Noise
Short-term moves can distract from the bigger picture. We focus on consistency, structure and how an investment behaves over time.
Relationships That Last
Our work does not end after a transaction. We stay connected through reviews, service requests, reports and changing investor needs.
What Our Clients Say
"I am grateful for the exceptional services provided by Saksham Investments Wealth as a retired individual seeking professional guidance for managing m..."
Yogesh kapoor
"The team has ensured to build a plan that is most suited to a retired professional like me. As an avid mountaineer I love trekking across the globe. I..."
Madhu Sudan Rao
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Start QuizAnswers You're Looking For
Saksham Investments helps individuals and families in Kota and across Rajasthan invest with discipline. We are an AMFI-registered mutual fund distributor and an APMI-registered PMS distributor, and we also help eligible investors with alternative investment funds and factor-based strategies. Saksham Investments is a brand of Parsvnath Investment IMF Private Limited, with offices in Kota and Rawatbhata.
A mutual fund distributor in Kota helps investors access mutual fund schemes, complete transactions, and understand scheme-related information.
Book a consultation, call us on +91 94617 44776, or visit our Kota office. We start by understanding your goals, time horizon and comfort with risk, then help you shortlist suitable mutual funds, complete your KYC and set up your SIP. You can begin with a small monthly amount and increase it as your income grows.
A Portfolio Management Service starts at ₹50 lakh, and an Alternative Investment Fund at ₹1 crore. Both suit high-net-worth investors with a long time horizon. Beyond the minimum, consider how long your money can stay invested, how much liquidity you need, and the fees involved. We walk you through each of these before you decide.
Our fund ranking model scores funds across mutual funds, PMS and alternatives on qualitative and quantitative measures, and we meet fund managers before shortlisting options. We then match that shortlist to your goals, time horizon and risk profile, and review your portfolio with you regularly so it keeps pace with your life.
Look at the product type, risk level, costs, time horizon, and how it fits your financial needs.
Either works. You are welcome at our offices in Kota and Rawatbhata, and we also help investors across Rajasthan, and NRIs, over phone, WhatsApp and video calls. Most paperwork, including KYC, can be completed online, so you can start investing without travelling.
Connect With Saksham Investments
Send us your enquiry, or visit our offices in Kota and Rawatbhata.
Saksham Investments, Kota office
3rd Floor, 152/153, Above HDFC Bank, Opp. Dmart, Swami Vivekanand Nagar, Kota, Rajasthan 324010