One view. One person. Every quarter.
A family with a clear direction for its money.
Your family's investments, across every app and every member, in one view. Built for your goals, and reviewed with you every quarter.
A 30-minute conversation, with me directly · Bring your investment statements
- AMFI-registered Mutual Fund DistributorARN-344190 · Check it on AMFI's website ↗
- Your money goes straight to the fund houseInvested in your name. I never hold your money, or ask for your bank login details.
- I built funds from the insideHead of Passive Products, Groww Mutual Fund.
The three questions
Can you answer these three?
Are my investments actually doing well?
You get the statements, but not the answer. Good compared with what? And where should the next rupee go?
What I do
A review of every investment you hold: how each is actually doing against its benchmark, what it costs, and where the next rupee should go.
Am I on track?
Will the money be there when the university fees arrive, in dollars? Is your SIP enough for the retirement you want?
What I do
Your goals costed, an SIP set for each one, then tracked with you every quarter.
Who is looking at all of it?
Investments spread across two or three apps. Your spouse's somewhere else. A policy sold as an investment. Each piece has its own statement. None of them adds up the whole.
What I do
I am. Every investment, across every app and every family member, seen as one portfolio.
One view
Everything your family has invested, in one picture.
Goals, risk, equity, debt, gold and international investments, and every family member's SIPs, seen together and reviewed every quarter.
Why me
I see past the pitch decks.
Having built products from the inside, I see past the pitch decks. I analyse asset managers like a scout evaluates talent: their true style, their hidden strengths, and where their strategy begins to break.
I know how the machinery of asset management works, which helps me judge which managers to trust in a bull market and which to bench when the tide turns.
What I build
Fewer investments, each with a job.
Too many funds is not diversification. It's overlap and extra fees.
How I work
Not a one-time portfolio.
Understanding your relationship with money
How much you'll need and when, your willingness to take risk, and your ability to take it.
Reviewing your investments
Are they aligned to your milestones? Is the risk right? Do you have the right fund managers working for you?
Building your portfolio, then every quarter
A few investments, each with a job. Then where you stand, what changed and what to do now, every quarter.
What I keep explaining
Five things I tell every family.
- Too many funds is not diversification. It's overlap and extra fees.
- Asset allocation decides results, not fund picking.
- Keep insurance and investment separate.
- Your inflation isn't the official number.
- You can't rely on your salary alone. You need to own assets that grow faster than your lifestyle costs.
“Which AMC is the best?” Honest answer is “it depends on the fund.”
Read the post on LinkedIn ↗
“Don't pick a mutual fund based on its past returns.” Every advisor says it. I finally ran 10 years of data.
Read the post on LinkedIn ↗
“Why should I pay you 1% when I can just buy a direct plan myself?”
Read the post on LinkedIn ↗
Featured
On stage and on camera.
Retiring early vs working forever
A panel discussion on passive investing
Investing in India's complete growth story
Why investors still look at the defence sector
On camera for Groww Mutual FundVideos from my time at Groww Mutual Fund and appearances elsewhere. Any scheme mentioned is an example, not a recommendation.
Meet Mugdha Petiwale
The person you'd be working with.
Eight years ago, I started out as a DIY investor, trying to make sense of markets that often felt noisy and unpredictable. That curiosity turned into conviction. Over time, I went from managing my own investments to leading financial product strategy at Groww Mutual Fund.
- Previously
- Head of Passive Products, Groww Mutual Fund
- Education
- MBA, Indian School of Business
- Certified
- CFA® Level I, 90th percentile
- Registered
- AMFI-registered Mutual Fund Distributor, ARN-344190
Start with one conversation.
Bring your investment statements and tell me what's on your mind. I'll tell you plainly what I'd change and what I'd leave alone.
What happens next
- 1. You leave your name, email and WhatsApp number. I get in touch to set up a 30-minute conversation.
- 2. We look at your investments and your goals together.
- 3. If we go ahead: KYC, your risk profile, and your portfolio set up for each goal.
Prefer to write first? invest@mpwealthplanning.com