Anchor Wealth

Why Choose

Recent Growth Trajectory

Showcasing our impressive growth over the past few months

Oct 2024
₹7,800Cr
Total AUM
118K
Active Investors
17.2%
Avg Returns
Nov 2024
₹8,200Cr
Total AUM
121K
Active Investors
18.1%
Avg Returns
Dec 2024
₹8,500Cr
Total AUM
125K
Active Investors
18.7%
Avg Returns

The Investment Problem Solved

Addressing the core challenges investors face today with innovative solutions

warning The Problem
  • Too many fund choices causing decision paralysis
  • Biased advice from commission-driven advisors
  • Tax inefficiencies eating into returns
  • Lack of transparency in investment decisions
check Our Solution
  • checkAI-driven signals eliminate human bias and emotion
  • checkAutomated fund selection from 3000+ options
  • checkTax-efficient portfolio construction
  • checkComplete transparency in methodology

Wealth Products & Solutions

Comprehensive investment solutions powered by AI to help you build, grow, and protect your wealth

Fund Performance

Fund Performance Overview

Large Cap Funds
AUM: ₹45,000 Cr
14.2%
Low Risk
Mid Cap Funds
AUM: ₹28,000 Cr
18.5%
Medium Risk
Small Cap Funds
AUM: ₹15,000 Cr
22.1%
High Risk
Flexi Cap Funds
AUM: ₹35,000 Cr
16.8%
Medium Risk
ELSS Funds
AUM: ₹25,000 Cr
13.9%
Medium Risk
Debt Funds
AUM: ₹40,000 Cr
7.2%
Low Risk

Top Performing Funds

Bluechip Fund +24.5%
Mirae Asset Large Cap +22.8%
SBI Small Cap Fund +31.2%
HDFC Mid-Cap Opportunities +28.9%
growth
2000+
Mutual Funds Available

SIP Calculator Results

See how your money grows with systematic investing

₹500/month
10 years
₹1.2L
@15% returns
₹1,000/month
10 years
₹2.3L
@15% returns
₹2,000/month
10 years
₹4.6L
@15% returns
₹5,000/month
10 years
₹11.5L
@15% returns
₹10,000/month
10 years
₹23L
@15% returns
₹25,000/month
10 years
₹57.5L
@15% returns

Why Choose SIP?

  • Rupee Cost Averaging benefit
  • Disciplined investing approach
  • Power of compounding
  • Flexibility to increase/decrease
  • Tax benefits on ELSS SIPs
Start Your SIP Today
Begin with as low as ₹500/month

Tax Saving Calculator

Maximize your tax savings with smart investments

₹1.5L
Under 80C
Tax Saved: ₹46,800
80C
₹50K
Under ELSS
Tax Saved: ₹15,600
ELSS
₹25K
Under NPS
Tax Saved: ₹7,800
NPS
₹50K
Under Health
Tax Saved: ₹15,600
Health

ELSS Fund Benefits

3 Years
Lock-in Period
₹1.5L
Max Deduction
  • Shortest lock-in among 80C investments
  • Potential for inflation-beating returns
  • Professional fund management
  • Diversification across market caps
  • SIP option available

Wealth Building Journey

Your roadmap to financial freedom

Start Small
Begin with ₹500 monthly SIP
Month 1–6
Build Discipline
Increase SIP amount gradually
Month 6–12
Diversify Portfolio
Add different fund categories
Year 1–3
Wealth Creation
Achieve long-term financial goals
Year 3+
returns
Potential Annual Returns
22%+
*Based on historical performance

Wealth Milestones

First ₹1 Lakh Year 2
₹10 Lakh Portfolio Year 5
₹1 Crore Goal Year 10
Financial Freedom Year 15