Goal-first investing. Built for Indian families. Launching soon.
ShiriInvest is preparing to launch as an AMFI-registered mutual fund distributor focused on disciplined, goal-based investing. Join the notify list to be first in line.
Educational tools and information only. We do not currently distribute mutual funds.
Goal preview
If you invest ₹10,000 every month
for 15 years at an assumed 12% annual return
Invested
₹18.0 L
Future value
₹50.5 L
Wealth gain
₹32.5 L
Illustrative only. Actual returns vary with market conditions.
What we believe
Three principles that will guide every plan we make.
Goals before products
Plans start with your goals — retirement, a home, your child’s education — not with whichever fund pays us best.
Transparency by design
Clear commission disclosures, written reviews, and no jargon between you and your money.
Built around your life stage
A first-job saver, a young parent and a near-retiree need very different plans. We build for that.
About
A financial services firm being built thoughtfully.
ShiriInvest is preparing to launch as an AMFI-registered mutual fund distributor. We are building our site, content and operational processes ahead of registration so that on day one of being live, we can serve clients properly.
- Goal-based investing, not product-pushing
- Mutual funds, insurance, fixed income and retirement under one plan
- Periodic reviews so the plan keeps up with your life
- Full regulatory and commission transparency once we go live
Our promise
"Wealth is built intentionally, not accidentally. Every plan begins with your goals — then the products follow."
Focus
Long-term, goal-based investing
Approach
Disciplined, transparent, personal
What we're building
A complete financial home for Indian families.
Available the day we go live as an AMFI-registered mutual fund distributor.
Goal-based mutual fund selection
A curated set of equity, debt and hybrid funds matched to your goals and risk profile.
Available at launch
Insurance review and planning
Term, health and a sensible review of existing policies — coverage that fits real life.
Available at launch
Fixed income and retirement
FDs, bonds, PPF, NPS and pension solutions to anchor the steady portion of your portfolio.
Available at launch
Periodic portfolio reviews
Half-yearly check-ins so allocation, contributions and goals all stay in sync.
Available at launch
Fund categories
A quick map of the mutual fund universe.
Each category has a different risk-return profile. Match the category to your goal's time horizon.
Equity funds
Long-term wealth creation through stocks of Indian companies. Volatile in the short term, rewarding over 7+ years.
Preview — launching soon. Fund performance data and recommendations will be available once we complete AMFI registration.
Notify me at launch →DIY vs Guided
Both approaches work. Pick the one that fits your life.
Neither is better in the abstract — what matters is whether you'll stay disciplined for 10-20 years.
| Dimension | DIY direct plans | Guided through ShiriInvest |
|---|---|---|
| Time you spend | Significant — research, monitoring, rebalancing | Minimal — periodic conversations |
| Plan around your goals | You design the plan | We co-design with you, in writing |
| Fund selection | You pick and review | Curated short-list from top AMCs |
| Rebalancing & reviews | You remember to do it | Built into our process |
| Cost | Free / very low | Distributor commission, fully disclosed |
Calculator
See how a monthly SIP can grow.
An educational tool. Move the sliders to see what disciplined monthly investing can build over time.
Invested amount
₹18.00 L
Future value
₹50.46 L
Wealth gain
₹32.46 L
Educational illustration. Assumes constant returns; does not include taxes, exit loads or market volatility.
Comparison
How asset classes have behaved historically.
An illustration of long-term return profiles. Past performance is not a guarantee of future results.
| Asset class | Long-term return* | Risk | Liquidity | Tax treatment | Good for |
|---|---|---|---|---|---|
| Savings bank | ~3-4% | Lowest | Instant | Slab | Day-to-day cash |
| Fixed deposits | ~6-7% | Very low | On break | Slab | Capital preservation |
| Gold | ~8-9% | Moderate | Medium | LTCG indexed | Long-term hedge |
| Equity mutual funds | ~11-13%* | High (long-term) | T+3 | LTCG 10% (₹1L+) | 7+ year goals |
*Indicative long-term ranges based on publicly available historical data. Not a forecast or recommendation.
Questions
Frequently asked.
Are you AMFI registered?
What will ShiriInvest offer once live?
How will you charge for your services?
Can I use the calculators on this site?
I am a DIY investor. Is ShiriInvest for me?
How do you protect my data?
Stay informed
Useful from day one.
While we get registered, here is what is already live for you.
Insights
Plain-English articles on SIPs, goal planning, tax, and the mistakes most investors make.
Read the blog →
12 financial calculators
SIP, lumpsum, retirement, child education, EMI, step-up SIP and more — use them as often as you like.
Open calculators →
Financial health checkup
A 10-question self-assessment that gives you a score and a few clear next steps.
Start the checkup →
Be first in line
The day AMFI registration is granted, we will email you a personal welcome with a link to open your first goal-based plan.
- We email you the day we go live — and nothing in between unless you opt in.
- We never sell or share your contact details.
- Tell us what to launch first — we'll prioritise accordingly.