01
Investment & Financial Planning
Our flagship practice. Curated allocations across Mutual Funds, PMS and AIF — wrapped inside a personalised financial plan.
- Mutual Funds
- PMS
- AIF
- SIP & STP
- Goal mapping
- Tax efficiency
Mutual Funds · PMS · AIF
Investment & Financial Planning, done privately. Build wealth with Anuyog Financial Services.
A founder-led practice specialising in Mutual Funds, Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) — complemented by retirement, HNI and algorithmic capabilities. One trusted partner for every rupee you invest.
- Fiduciary-first
- SIP to AIF
- Research-led
- Absolute discretion
Est.
2022
Indore · India
About the firm
Investment & financial planning, deliberate by design.
Anuyog Financial Services is a founder-led investment & financial planning practice built in 2022 for one purpose — to help serious investors allocate across Mutual Funds, Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) with clarity and conviction.
From a first SIP to a multi-crore AIF commitment, every recommendation sits inside one integrated plan. Retirement planning, HNI portfolio services and our in-house algorithmic desk complement the core — never distract from it.
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MF · PMS · AIF, under one roof
The full investing spectrum, curated and reviewed by one partner.
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Fiduciary, always
Fee-aligned advice. No product pushing, no hidden commissions.
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Long horizon
Portfolios designed for decades of compounding, not quarters.
Our Services
Investment & financial planning, complemented by three quiet capabilities.
Our flagship offering is holistic Investment & Financial Planning across Mutual Funds, PMS and AIF — supported by retirement, HNI and algorithmic capabilities where they add genuine value.
02
Retirement & Family Wealth Planning
A long-horizon income and succession plan built around your family — anchored by the right mix of MF, PMS and AIF.
- Income strategy
- Succession
- Estate design
03
Exclusive Wealth Services for HNIs
For investors with ₹1 cr+ to deploy — curated PMS mandates, AIF allocations and private opportunities under one advisor.
- PMS mandates
- AIF allocations
- Discretionary
04
Algorithmic & Quantitative Trading
A systematic, risk-managed satellite to the core — for clients who want data-driven execution alongside long-term investing.
- Systematic strategies
- Risk engines
- Low-latency exec
Investment & Financial Planning
Mutual Funds. PMS. AIF. Three vehicles, one plan.
We help you allocate across all three — matched to your goals, risk appetite and net worth. No product pushing, no cookie-cutter portfolios.
MF
Mutual Funds
The cornerstone of most portfolios — equity, debt, hybrid and index funds assembled around your goals, time horizon and tax position.
- SIP & STP
- Lump-sum
- Direct plans
- ELSS / Tax
- Goal-linked
PMS
Portfolio Management Services
A concentrated, direct-equity portfolio managed by a SEBI-registered manager — with personal ownership of stocks, transparent reporting and a defined investment style.
- Discretionary
- Non-discretionary
- Direct equities
- Personal demat
- Bespoke mandates
AIF
Alternative Investment Funds
Pooled vehicles for accredited investors — Category I, II and III AIFs spanning long-only equity, long-short, credit, venture and pre-IPO strategies.
- Cat I · VC & Infra
- Cat II · Private credit
- Cat III · Long-short
- Pre-IPO
Investments in Mutual Funds, PMS and AIF are subject to market risks. Minimum investment, exit load and taxation differ across vehicles. Please read all scheme-related documents carefully before investing.
The Anuyog Way
Private. Deliberate. Built for decades.
We don't chase NAVs or trending stocks. We design Mutual Fund, PMS and AIF allocations that age well — aligned to your goals, shielded from noise, and reviewed with the quiet rigour of a family office.
Meet a partner-
I
Listen & Map
We begin with your life, not a product sheet — goals, obligations, liquidity, and the family behind the numbers.
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II
Design
A strategy documented, stress-tested and priced for long horizons — built to survive market cycles.
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III
Execute
Disciplined implementation — systematic where it helps, human where it matters.
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IV
Steward
Quarterly reviews, transparent reporting, and a private line to your partner. For life.
Why Anuyog
The difference is in the detail.
We're small on purpose — so every client sits across from a partner, not a pitch deck.
One partner, for life
The same senior advisor from first meeting to your retirement — no hand-offs, no junior layers.
Fee-aligned, not commission
Advice incentives designed around your outcomes, not around product sales.
Research-led
Every recommendation is backed by independent data, stress-tested and explainable.
Absolute discretion
Encrypted records, private reviews, and a client list we will never discuss publicly.
Long-horizon bias
We optimise for 10 to 30-year outcomes, not quarterly narratives.
A family-office feel
Coordinated planning, investments, tax, and succession — under one quiet roof.
A note from the founder
A personal promise.
When I started Anuyog in 2022, the thesis was simple: most wealth decisions don't need more products — they need a partner who fits how you actually live. Four years and many conversations later, that thesis has held.
We've grown by staying small on purpose. Every client still knows at least one person on the core team — and every team member still knows every client. That's non-negotiable for us. It's what lets a plan made in year one still make sense in year twenty.
If you're reading this, it's probably because you have something valuable to protect and grow. I'd love to hear about it.
Aalekh Jain · Founder & CEO
Our assurance
Discretion & discipline, measurable.
0vehicles
Mutual Funds, PMS & AIF — curated under one plan.
0%
Fiduciary alignment — your outcomes, first.
0₹ SIP
Start small. Scale to PMS and AIF as wealth compounds.
0noise
No tips, no fads — only evidence-based strategy.
Founder's LinkedIn notes
Stock Market 101, from the founder.
Stock Market 101
Post #1
04 February 2026 · 3 min read
The 2% who actually know what they're doing.
Fewer than 2% of retail investors truly understand their positions. The real divide: investing for entertainment vs. investing for wealth — and why "fun" with markets costs money, not makes it.
Read on LinkedIn
Stock Market 101
Post #2
04 February 2026 · 4 min read
Research is necessary. Temperament is what pays.
Good companies can still be overvalued, badly timed, or stuck in weak sectors. Markets move on sentiment and earnings growth — knowing the company isn't enough; knowing yourself is.
Read on LinkedIn
Stock Market 101
Post #3
04 February 2026 · 4 min read
Discipline beats excitement. Process beats tips.
Small-caps and mid-caps are opening up. But wealth isn't built on excitement — it's built on a systematic process, patience, and professional guidance that keeps emotion out of the seat.
Read on LinkedIn
Stock Market 101
Post #4
13 February 2026 · 5 min read
The "Hot Money" trap.
Chasing trending, high-momentum stocks feels like investing — it isn't. A practical look at the difference between speculation on heat and disciplined, fundamentals-led wealth creation.
Read on LinkedIn
Client voices
Partnership, not delivery.
They rewrote our family retirement plan from first principles. A year in and it already feels calmer — less noise, more clarity.
Honest advice, proper research, no product pushing. That's rarer than it should be — and it's why we moved our mandate to them.
Their trading engine is the most disciplined thing about my portfolio. No drama, just consistent, data-driven execution.
Frequently asked
The questions we hear most often.
Can't see yours? Send a private note via the form — we reply personally.
Ask a question-
Individuals and families planning for long-term financial goals — from first serious investment plans to multi-generational HNI portfolios. We onboard a limited number of clients each quarter so every engagement receives genuine attention.
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For planning engagements, no fixed minimum — we'll tell you honestly whether it's the right time. For HNI mandates and discretionary portfolios, thresholds apply and are discussed privately during the first consultation.
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Fee-aligned, not commission-led. We favour transparent advisory fees over product-embedded incentives, so our interests stay pointed in the same direction as yours.
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Mutual Funds are pooled, low-minimum vehicles ideal for most investors building long-term wealth through SIPs — you can start from ₹500/month.
PMS (Portfolio Management Services) offers a personalised, concentrated portfolio of direct equities managed by a SEBI-registered manager, with stocks held in your own demat — minimum investment ₹50 lakh.
AIF (Alternative Investment Funds) are sophisticated pooled vehicles — long-only, long-short, credit, venture, pre-IPO — with a ₹1 crore minimum, suited to accredited HNI / UHNI investors seeking differentiated return streams.
We help you pick the right mix, not push a single product.
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It's a systematic, risk-managed programme — not day-trading tips. Strategies are research-backed, stress-tested, and run on audited infrastructure. It complements — never replaces — the core Mutual Fund, PMS and AIF allocation.
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A partner responds within one business day to arrange a confidential 30-minute call. If there's a mutual fit, we design a scope and proposal — with no obligation to proceed.
Private consultation
Start your Mutual Fund, PMS or AIF journey.
Tell us your goal — a first SIP, a PMS mandate, an AIF commitment, or a complete plan. We'll respond personally, within one business day.