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Mutual Funds
A wide range of mutual fund products selected around your individual goals and risk profile.
Read More✦ AMFI-Registered Distributor · Serving families since 2008
Invest with clarity. Grow with
discipline.
Start with a free, no-obligation review of what you already own — then let goal-based planning and curated mutual fund baskets do the heavy lifting for the years ahead.
AMFI-registered MFD · ARN-63185
Portfolio Snapshot
₹48,20,540
▲ XIRR 13.2% since 2019
Risk Profile
Balanced Grower
Goal · Aarav's Education
72% funded
On track · SIP ₹18,000/month
What we do for you
Six ways to begin, most of them free.
Whether you're just starting out or sitting on a decade of scattered folios, there's a clear first step here for you.
Free
Free Portfolio Analysis
Upload your CAS and get a plain-English report on overlap, cost drag, laggards and gaps — within 24 hours.
Get my free reportFree
Free Risk Profiling
Eight honest questions to discover the investor you actually are — and the asset mix that lets you sleep at night.
Find my risk profileFree
Free Digital Onboarding
PAN-based KYC check, bank verification and e-sign. Ten minutes, fully paperless, start your first SIP the same day.
Open an accountGoal Planning
Education, retirement, first home — we translate each dream into an inflation-aware monthly SIP you can actually keep.
Plan your goalBook a Consultation
Thirty unhurried minutes on phone, video or over chai at our office. No product pitch, just answers.
Curated Baskets
Ready-made fund combinations matched to your goals and risk profile — reviewed every quarter by our desk.
See the basketsOur products
Financial solutions for every stage of life.
Explore a considered range of investment, protection and wealth-building products.
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Fixed Deposits
Compare partner-issuer fixed deposit rates side-by-side and book the one that fits your tenure.
Read More03
AIF
A privately pooled investment vehicle for sophisticated investors, regulated by SEBI under the AIF Regulations, 2012.
Read More04
PMS
Professionally managed, directly-held equity, debt and cash portfolios tailored to your risk profile.
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SIF
A SEBI-regulated vehicle bridging mutual funds and PMS, offering advanced strategies with a lower entry barrier.
Read More06
Term Insurance
LIC plans offering death cover, maturity benefits, a sovereign guarantee and tax relief.
Read More07
Health Insurance
Health Insurance plans covering hospitalisation, day care treatments and a wide cashless network.
Read More08
Loan Against Mutual Funds and Shares
Unlock the hidden potential of your MUTUAL FUNDS and SHARES with a hassle-free Credit Facility.
Read MoreGoal planningEvery rupee with a
Every rupee with a
purpose.
A ₹25 lakh dream today won't cost ₹25 lakh tomorrow. We translate each of life's milestones into an inflation-aware target — and a monthly SIP your household budget can actually keep.
- 1Name the goal.
Education, retirement, a home, a wedding — or simply wealth. - 2We price its future.
Inflation-adjusted, with honest return assumptions. - 3You start one SIP.
Mapped to a basket, tracked to the finish line — with annual step-ups.
Palmtree 12–15 yrsComfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
GraduationCap 20–30 yrsChildren’s Higher studies.
12 years · MBA in the US
Home 5–8 yrsDream home in Pune
5 years · 3 BHK · ₹ 1.8 Cr
SIP Calculator
Plan your monthly SIP
See how a disciplined monthly SIP can grow over time.
Monthly SIP₹20,000
Invested
₹36 L
Growth
₹59.19 L
Total value
₹95.19 L
Projected value in 15 years
₹95.19 L
at an assumed 12% p.a. · illustrative
+₹59.19 L of growth
InvestedGrowth
Curated by Your company
Portfolios built with conviction.
Each basket is a hand-picked combination of 4–6 funds, mapped to a goal and a risk profile — and reviewed every quarter by our research desk.
About Sterling Wealth
Sterling Wealth same side of the table.
18+
Years beside our
client families
client families
Advice before products
Every engagement starts with your goals and risk profile — never with a scheme brochure.
Radical transparency
Annual written disclosure of the commissions we earn on your investments. No surprises, ever.
One family, one advisor
You get a named advisor who knows your story — not a call-centre queue that knows your ticket number.
Through every cycle
We call you when markets fall — before you feel the need to call us. Behaviour is half the return.
“Everyone was selling the products and running to complete their own targets, but no one talked about the client's choice or their financial security and wealth creation needs. This thing inspired me to start a Practice which is client centric and focused towards their financial freedom.”
Dinesh Bhanushali
Founder, MFD
Client stories
Families who put a date on their dreams.
★★★★★
““Reliable financial advice, quick service, and complete transparency throughout.””
Jiten Mistry
Senior Manager - Umbergaon
★★★★★
“"One of the best investments and financial consultants I came across, as a client, I received best service, response and beneficial guidance, I can recommend to anyone, for trustworthy and...”
Jayantilal Tandel
Immigration Consultant - Daman
★★★★★
“"My Last 15 years experience with Mr.Dineshbhai Bhanushali for managing my Mutual fund portfolio has been excellent 👌.His professional guidance , transparency , and personal attention have given me great...”
Chirag Pandya
Astrologer - Valsad
★★★★★
“"I have been working with Mr. Dinesh Bhanushali for the past 6 years, and he is truly an exceptional insurance advisor. His knowledge in the insurance domain is second to...”
Parag Prabhakar
Managing Director - Intignis Industries Pvt Ltd, Vadodara
★★★★★
“"I am connected Since 2010 with Mr. Dinesh Bhanushali for our family investment, which is getting excellent results and earning good returns in my portfolio for bonds, Sip and mutual...”
Anil Desai
Industrialist - Vapi
★★★★★
“Dear Dinesh, Some professional relationships go far beyond business — they become a bond of trust, respect, and friendship. Our association of nearly 20 years is truly one of those...”
Rikesh Dabulker
Businessman - Daman
★★★★★
“"Highly professional and data-driven, your mutual fund recommendations have consistently delivered strong results for my portfolio. Your expert guidance turned my financial goals into a clear, actionable plan for growth....”
Akshay Bhatt
Senior Manager QC - Daman
★★★★★
“"Really I had a great experience with you since last 15 years. I am very grateful that I got an adviser like you. In last 15 years I got handsome...”
Piyush Chauhan
Senior Manager - Operations - Gandhinagar
Mobile app
Your whole portfolio, in your pocket.
Track every investment, start or pause SIPs, review goal progress and connect with your wealth partner — all from one secure app. Built for India, with UPI Autopay and instant statements.
- Biometric login
- UPI Autopay
- Smart alerts
Total portfolio
₹ 18,42,650
▲ +14.2% all time
Retirement68% ●
Child education41% ●
Your wealth journey begins with a single, honest question.
What do you really want from your money? Take our investor personality assessment. No email required to get started.
Take the assessment →Upload CAS instead
A named advisor — not a call centre — will reach out within one working day.
AMFI-registered mutual fund distributorARN-63185EUIN E057857Distributor, not an investment adviser
✦ AMFI-Registered Distributor · Serving families since 2008Analyse my portfolio