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Institutional-grade research. A curated shelf of PMS, AIF, and Mutual Fund products. Built for HNI investors who won't settle for average.
Our Shelf
Every product here has cleared two stages of scrutiny — quantitative filters followed by a qualitative deep-dive.
A concentrated, high-conviction PMS strategy built on rigorous bottom-up research and contrarian positioning —…
An AIF Category II fund targeting high-growth Indian startups at Series A and Series B — the inflection point …
A structured debt-oriented fund designed for corporate treasuries seeking returns meaningfully above FDs and l…
A mutual fund selected through MavericksWealth's proprietary quantitative screening model — evaluating 200+ da…
Wealth Management AI
From SIP projections to AI-powered Q&A — built for investors who want clarity, not guesswork.
Community
Real conversations from serious investors. PMS Talk, AIF Insights, MF Corner, Tax Planning, and Market Views — live discussion rooms for HNIs who want signal, not noise.
PMS Talk
Manager selection, drawdowns, and strategy reviews
AIF Insights
Private equity, DPI, TVPI, and LP perspectives
MF Corner
SIPs, step-up strategies, direct vs regular
The Team
Seasoned chartered accountants and senior partners leading each practice vertical — spanning tax, valuation, audit, restructuring, and wealth management.
CA Pratham Sutaria
Director – Client Investments
15 years experience
Leads client relationships across wealth management and strategic financial advisory, with a focus on investor-centric solutions, portfolio growth, and long-term wealth preservatio…
CA Nihar A. Mehta
Head – Taxation & Intl. Tax
9 years experience
Leads corporate tax and regulatory practice; represents clients before tax and FEMA authorities.
CA Deepali J. Parekh
Head – Audit & Assurance
15 years experience
Ex-PwC assurance specialist and insolvency professional; builds audit and risk-control frameworks.
CA Paresh Sutaria
Founder & Senior Partner
35 years experience
Chartered Accountant since 1985; leads cross-border structuring and debt-restructuring mandates.
CA Satyanarayan Vedula
Senior Partner & Mentor
35 years experience
Three decades advising SMEs to large corporates on structuring, valuation and transactions.
CA Chetna Sutaria
Senior Partner
35 years experience
Insolvency professional and registered valuer; handles CIRP, liquidations and securities valuation.
Insights
Survivorship bias, portfolio churn, and hidden fee drag explain why the majority of PMS strategies in India fail to beat…
Series A and Series B look similar on paper but represent fundamentally different risk/return propositions. Understandin…
The instinct to diversify broadly feels prudent. For HNI portfolios above ₹2Cr, it is quietly the biggest wealth destroy…
Are you an IFA, MFD, RIA, or CA?
Partner with us to access our curated shelf and research support.
Get Started
Thirty minutes with our team. No obligation. Walk away with a clear view of which products fit your goals, your risk appetite, and your timeline.
Investments are subject to market risk. Please read all scheme-related documents carefully. Past performance is not indicative of future results.