Services Overview

Fee-Only Advisory & Independent Equity Research

100% Fee-Only
Zero Commissions & Kickbacks
2 SEBI Licenses
IA: INA000021261 · RA: INH000023667
Direct MF Only
Save 0.5%–1.5% Yearly Expenses
100% Custody
Capital Stays in Your Own Demat
Dual-Pillar Framework

Unbiased Advisory Combined With Deep Equity Research

Unlike brokers who profit when you churn or buy high-commission products, Growsin operates under strict fiduciary standards. We combine personal goal clarity with analytical equity research.

Investment Advisory (IA)
Personal goals, direct mutual fund plans & asset allocation roadmaps.
Research Analysis (RA)
Curated model stock portfolios, tactical swing setups & forensic corporate research.
Growsin Fee-Only Advisory & Equity Analytics Architecture
100% Fiduciary Standard
SEBI Registered IA & RA
Visual Service Catalog

Choose The Right Solution For Your Goals

Quick, clear visual breakdown of our fee-only advisory and independent equity research packages.

Comprehensive Financial Planning
Flagship Fiduciary

Comprehensive Financial Planning

Complete financial architecture aligning cash flows, emergency reserves, children's education, and retirement.

Primary Focus
Retirement & Family Goals
Execution Mode
100% Direct MF Plans
Written IPS Roadmap
Save 1%–1.5% Yearly Fees
Zero Product Selling
Portfolio Review & Diagnostic
Portfolio Health

Portfolio Review & Diagnostic

Scientific audit of existing mutual funds and equities to eliminate scheme overlap and hidden distributor cuts.

Primary Focus
Overlap & Fee Audit
Execution Mode
Keep / Trim / Exit Advice
Expense Ratio Audit
Tax-Aware Rebalancing
Clean Independent Verdict
Bespoke Wealth Management
HNI & Family Office

Bespoke Wealth Management

Customized multi-asset frameworks for business owners, corporate executives with concentrated stock, and family trusts.

Primary Focus
Net Worth > ₹1 Cr
Execution Mode
Direct Family Consultation
Multi-Asset Allocation
ESOP Risk Hedging
Quarterly Strategy Reviews
Model Equity Portfolios
Long-Term Alpha

Model Equity Portfolios

Curated baskets of listed Indian equities built through fundamental valuation models, margin of safety, and forensic screening.

Primary Focus
High-Conviction Equities
Execution Mode
Your Own Demat Account
Intrinsic Value Models
Prudent Position Sizing
Quarterly Rebalancing Updates
Tactical Swing Strategies
Rules-Based Trading

Tactical Swing Strategies

Tactical trading setups based on institutional price structures, volatility breakouts, and strict risk parameters.

Primary Focus
Short-to-Medium Term
Execution Mode
Pre-Defined Entry & SL
Defined Risk:Reward Ratio
Live Exit Alerts
Strict Stop-Loss Discipline
Forensic Company Reports
Deep Due Diligence

Forensic Company Reports

Unbiased, comprehensive research evaluations dissecting balance sheets, accounting quality, competitive moats, and governance.

Primary Focus
Balance Sheet Due Diligence
Execution Mode
Institutional Valuation
DCF Intrinsic Valuation
Governance & Audit Checks
Zero Brokerage Bias
Interactive Cost Impact

See How Much Regular Fund Commissions Cost You

Slide to select your investment corpus and horizon to see the visual wealth difference between Direct (Growsin) vs Regular (Traditional Distributor).

₹25.00 Lakhs
₹5 Lakhs₹1 Crore₹2 Crores
15 Years
5 Years15 Years30 Years
With Growsin Fee-Only (Direct Plans):₹1.28 Cr
With Traditional Distributor (Regular Plans):₹1.07 Cr
Hidden Distributor Cut: ₹20.64 Lakhs Lost to Commissions!
By engaging with Growsin on a transparent fee-only basis, 100% of this compounding wealth stays in your family's portfolio.
Side-by-Side Comparison

Why Choose Fee-Only Fiduciary Over Traditional Distribution?

Understand the core structural differences between brokers selling commission products vs SEBI registered fiduciaries.

Key FeatureTraditional Distributor / BrokerGrowsin (Fee-Only SEBI RIA)
Revenue Model
Commissions paid every year out of client funds (0.5%–1.5% trailing cut)
100% Flat fee paid directly by client — Zero commissions, zero kickbacks
Fund Selection
Regular Mutual Funds (Higher expense ratios to fund distributor brokerage)
Direct Mutual Funds Only (Lower expense ratios, saves up to ₹15L+ over 15 yrs)
Fiduciary Duty
Sales agent / distribution broker — No legal fiduciary requirement
SEBI Registered Fiduciary (INA000021261) — Legally bound to client interest only
Capital Custody
Orders often routed through third-party proprietary portals
Zero custody risk — Your money remains 100% in your own Bank & Demat
Written Advisory Plan
Rarely provided; focus remains on ongoing transactional product sales
Comprehensive written Investment Policy Statement (IPS) with full rationale
Compliant Workflow

How You Engage With Us

A transparent, 4-step fiduciary onboarding process designed to protect your capital and respect your autonomy.

01

Discovery & Risk Profiling

We map your family's cash flows, financial horizons, liabilities, and risk tolerance with SEBI-compliant diagnostics.

02

Written Strategy (IPS)

Delivery of your customized written Investment Policy Statement with direct mutual fund schemes and rationale.

03

Direct Client Execution

You execute the trades in your preferred Demat / AMC portal. We hold zero custody of your funds.

04

Disciplined Rebalancing

Quarterly portfolio health checkups, valuation drift audits, and disciplined risk-controlled adjustments.

Take Control of Your Wealth
Plan, Invest, and Track with Growsin

From Investment Advisory to Research Reports—make smarter,
faster decisions with data-driven, unbiased guidance.