At Fundsavvy, we believe mutual fund investing should be an empowering experience, not a source of stress. Our team of highly experienced financial professionals crafts intelligent, personalized mutual fund folios designed to transform your financial aspirations into tangible results.

With years of experience and a steadfast commitment to excellence, we provide expert guidance at every stage, whether you're a seasoned investor or just beginning your wealth-building journey.

We simplify the complexities of mutual fund investing, empowering you to navigate the financial landscape with clarity and confidence. Partner with Fundsavvy, and let us help you achieve your financial ambitions with a mutual fund folio built for your success.

Shailesh Periwal Founder

Shailesh brings over a decade of expertise in investment research and mutual fund analysis. His professional journey includes pivotal roles at esteemed companies such as HSBC, PwC, KPMG etc. where he specialized in Business Valuation and Investment Banking. A Chartered Accountant by profession, Shailesh also holds an MBA (Finance) degree from IMT Ghaziabad. His deep understanding of financial markets and dedication to informed decision-making makes him a trusted partner in guiding clients toward their wealth creation goals.

Our Mutual Fund Research Framework

Fundsavvy's commitment to rigorous research forms the foundation of our approach to selecting the right funds. Over time, we have formulated and refined our research framework with differentiated deep, bottom-up research and innovative methodologies. This framework, a cornerstone of our mutual fund analysis, is designed to identify funds with strong potential for future growth. 

While we utilize standard quantitative techniques, Fundsavvy distinguishes itself by employing advanced fund research techniques to simplify mutual fund investments for our clients. We translate complex research into actionable insights, empowering all investors with the knowledge necessary to make informed choices.

Portfolio-level Analysis

Security-level Analysis

Manager-level Analysis

Quantitative Analysis

Scheme Selection & Folio Construct