PaisaGraph was built for every Indian investor — from someone starting their very first SIP to a family managing a substantial, multi-generational portfolio. The same rigour. The same honesty. For everyone.
Our founder left a senior role at a private bank after watching a colleague recommend a product that paid a higher commission over one that was clearly better for the client. He wasn't surprised. He was done.
I spent many years at some of India's largest private banks. I was good at my job. I built relationships, I hit my targets, and I was promoted. But every year I noticed something: the advice clients were receiving was quietly shaped by the products my firm needed to sell. And this wasn't just happening to the wealthy — it was happening to everyone. The salaried employee being sold a high-commission ULIP. The young professional put into the wrong mutual fund category. The small business owner with no succession plan at all.
The best financial advice I ever received came from someone who had nothing to sell me. I built PaisaGraph to be that person — for every Indian, not just the ones with large portfolios.
When I started PaisaGraph, I made one promise to every person who trusted me: I will only recommend what I would put my own money into. That promise doesn't change based on how much you're investing. A person starting with a modest monthly amount deserves the same honesty as a family managing a substantial portfolio.
Today we serve investors across every income bracket — from students investing their first salary to business families planning generational wealth. Our structure has never changed: fee-only, fiduciary, and human. We will never take distributor commissions. We will never recommend a product we haven't stress-tested. We will never make you feel too small to deserve good advice.
Wherever you are in your financial journey — we're glad you're here.
Every person here is either a researcher, analyst, technologist, or advisor — serving investors at every stage of their financial life.
Former senior banking professional. Built PaisaGraph's entire investment philosophy from scratch. Personally reviews every model portfolio before client onboarding.
Led quantitative research at a leading asset management firm. Architect of PaisaGraph's multi-factor scoring model and risk-adjusted return framework.
Chartered Accountant and estate planning specialist. Has structured numerous family trust and succession arrangements. The person who reads the Finance Act so our clients don't have to.
Runs the advisor team with a fast, dependable response standard and a regular review cadence every client can rely on. Previously with a leading wealth management firm.
Managed deal flow at a Mumbai-based venture capital firm. Evaluates every PE opportunity using the same financial rigour applied to listed markets. Sceptical of hype by default.
Rebuilt PaisaGraph's analytics engine from the ground up. Former engineering lead at a growth-stage fintech. Obsessive about data integrity and zero-downtime deployments.
Extensive background in SEBI regulatory affairs. Keeps PaisaGraph ahead of every regulatory change before it becomes a problem for clients. Joined to build something worth being proud of.
We hire slowly. A quant analyst, a senior advisor, and a backend engineer. If you're good at what you do and tired of doing it for someone you don't respect — let's talk.
We don't have a talent acquisition team. If you're the right person, you'll know why you want to work here before you apply.
Start with our free tools, or speak with an advisor — no minimum portfolio required to get honest financial guidance.