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The cornerstone of every Inverika portfolio. We build structured, goal-linked mutual fund portfolios using our proprietary AAA Framework — combining stability, consistent growth, and amplification in the right proportions for your life stage and risk profile.
What we do differently
Most investors accumulate mutual funds without a clear goal. They buy what their bank recommends, or what their friend suggested, or what was top-rated last year. The result: a portfolio that looks busy but achieves nothing specific.
At Inverika, every SIP is linked to a specific goal. Every fund is in a specific bucket. Every review checks whether you're on track — not just whether the market went up.
Goal-linked SIP planning — retirement, children's education, home purchase, business capital. Each goal gets its own SIP with a specific target and horizon.
Lumpsum via weekly STP — when you have a large amount to invest, we never invest it all at once. Weekly STP from a liquid fund into equity gives you the benefit of rupee cost averaging.
Foundation + Opportunity architecture — your goal money sits in the Foundation Portfolio, untouched and compounding. Surplus capital can be deployed in the Opportunity Portfolio — thematic, optional, never essential.
Quarterly portfolio reviews — written reports, goal-tracking, rebalancing where needed. You always know where you stand.
Mutual Fund investments are subject to market risk. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Inverika Capital and Inverika Partners are AMFI Registered Mutual Fund Distributors · ARN - 180897 · ARN - 356762
Built on the AAA Framework
Every portfolio we build follows the Anchor-Accelerator-Alpha structure — 30–40% stability, 40–50% growth, 20–30% amplification. The right balance for your risk profile and goals.
Stability
The stabilising core of your portfolio. Funds in this bucket manage their own equity-debt mix dynamically — reducing portfolio volatility without you having to do anything. When markets fall, this bucket absorbs the shock.
Growth
The consistent compounders. This is the largest bucket — funds here invest across market capitalisations with flexibility, capturing market growth across cycles. The backbone of long-term wealth creation.
Amplification
The high-conviction amplification layer. Higher volatility, higher potential return. Positioned for investors with long horizons and the temperament to stay invested through sharp corrections. Sized carefully — never dominant.
Why work with Inverika?
| What you get | DIY Platforms | Inverika Capital |
|---|---|---|
| Fund Selection | Algorithm / self-research | Curated — goal-linked, AAA-structured |
| Risk Profiling | Basic questionnaire | In-depth personal assessment |
| Goal Linkage | None — funds float unattached | Every SIP tied to a specific goal |
| Portfolio Structure | Random accumulation | AAA — Anchor · Accelerator · Alpha |
| Lumpsum Deployment | Invest all at once | Disciplined weekly STP from liquid funds |
| Market Downturns | Panic — pause or stop SIP | Structured Red Day deployment strategy |
| After-Sales Support | Chatbot / email ticket | Direct access — always |
| Portfolio Review | Manual — if you remember | Periodical reviews + goal-tracking |
| Rebalancing | On you | Proactive — aligned to life events |
Whether it's investing, protection, or planning — we help you structure every rupee with purpose and clarity. No confusion. No guesswork.
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