Welcome to PaisaGraph

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Our Edge

Expert Guidance for Every
Stage of Your Journey

Whether you're investing ₹500 a month for the first time or managing a multi-crore portfolio — our process, tools, and advisors work for you. Nine years of navigating Indian markets, built for everyone.

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Who We Serve

Start wherever you are.

PaisaGraph is built across four tiers — so whether you're starting your first SIP or managing a family office, the right tools and support exist for you right now.

Starter
First Steps
₹500+ / month
  • check_circleFree calculators
  • check_circleDirect MF investing
  • check_circleLearning guides
  • check_circleRisk profiler quiz
Builder
Growing Steadily
₹5K–₹50K / month
  • check_circleAll Starter features
  • check_circleTax optimisation
  • check_circleGoal-based portfolio
  • check_circleEmail advisor Q&A
Achiever
Serious Growth
₹50K–₹5L / month
  • check_circleAll Builder features
  • check_circleDedicated advisor
  • check_circleRetirement planner
  • check_circleQuarterly reviews
Wealth
Managing Wealth
₹1Cr+ corpus
  • check_circleAll Achiever features
  • check_circlePrivate Equity access
  • check_circleTax structuring
  • check_circleEstate & succession
Core Disciplines

What we do exceptionally well — for everyone

insights

Quantitative Research

Our 12-person quant team runs factor models on 4,000+ securities daily, identifying mispricings and momentum signals before they surface in mainstream analysis.

4,000+
Securities tracked daily
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Tax-Efficient Structuring

From LTCG harvesting to HUF structures and AIF participation — our tax team ensures your returns aren't eroded by inefficient holding structures.

2.1%
Avg. tax alpha per year
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Downside Risk Management

Our hedging overlays using options and dynamic rebalancing have delivered 40% lower maximum drawdowns compared to benchmark portfolios since 2018.

-40%
Lower max drawdown vs benchmark
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Estate & Succession Planning

We work with India's top estate attorneys to structure wealth transfers that minimise friction, maximise protection, and honour family intent across generations.

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Global Asset Allocation

Access to US equities, international bonds, and offshore structures through compliant LRS pathways — diversifying beyond INR-denominated risk.

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Alternate Asset Integration

Gold, REITs, InvITs, SGBs, and art finance — integrated into your portfolio as non-correlated return engines, not speculative bets.

How We Work

The PaisaGraph Investment Process

01
person_search

Discovery

Deep-dive into your financial goals, tax situation, risk appetite, and legacy intentions.

02
architecture

Architecture

Custom portfolio blueprint built around your unique wealth profile, not a template.

03
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Execution

Institutional-grade trade execution with tax-aware timing and minimised market impact.

04
monitoring

Stewardship

Continuous monitoring, quarterly reviews, and proactive rebalancing as your life evolves.

Credentials

Regulated, certified, audited

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SEBI Registered Investment Advisor
Registration No. INA000012345 · Valid through 2027
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ISO 27001 Information Security
Certified by BSI Group · Annual audit
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AMFI Registered Mutual Fund Distributor
ARN-182741 · All categories
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SEBI Category II AIF Manager
Authorised to manage Private Equity funds
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New to investing?

Start with our free calculators. No account needed, no minimum amount. Build a habit with ₹500/month and grow from there.

Try Free Tools Browse Funds
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Ready for an advisor?

Whether you have ₹5L or ₹50 Cr — book a 45-minute call. We listen first, advise second, and never pitch products.

Book a Call Meet the Team