Sumruddhi Investments
In a world of constant market noise, we believe true wealth is built on discipline, not speculation. We are qualified financial professionals dedicated to simplifying wealth creation for our clients.
Our approach to investment is distinct and disciplined. We do not believe in a one-size-fits-all portfolio. Instead, we deploy a “Tri-Factor” philosophy that blends three powerful investment styles — Momentum, Value and Growth — to create resilient, diversified portfolios capable of weathering different market cycles.
The Return of your capital is more important than the return on your capital.
We do not promise unrealistic spikes in returns that come with dangerous risks. Instead, we help you design safe, stable portfolios with superior downside protection — a tailored financial plan that ensures your wealth compounds consistently, letting you sleep well at night while your money works for you.
Meet The Team
Core Team
Rishikesh B
B.com, MBA, NISM V-A
Rishikesh is an MBA-qualified, NISM-certified finance professional who leads client relationships, business growth, and portfolio strategy. With a deep foundation in Mutual Funds and asset allocation, he focuses on driving revenue and building high-value client partnerships.
Research Associate
Achyut Lonakadi
Research Associate
Achyut is a finance graduate with a Bachelor’s degree in Business Administration, specializing in Finance from NMIMS. He has a strong analytical mindset, developed through several research projects on markets, investments, and company valuations, with hands-on experience matching mutual funds to clients’ financial goals and risk comfort.
CA Partner Team
Varun Jhawar
Chartered Accountant
Varun Jhawar is a qualified Chartered Accountant and the founder of Varun Jhawar & Associates, with 5+ years of overall experience delivering end-to-end solutions across auditing, direct and indirect taxation, corporate compliance, and strategic business advisory to startups, SMEs, and established enterprises.
The Tri-Factor Philosophy
By harmonizing three powerful investment styles, we create resilient and diversified portfolios capable of weathering different market cycles.
Momentum
Leverage market trends to capture upward price movement while it lasts.
Value
Ensure safety and rightful pricing by investing in fundamentally sound assets.
Growth
Capture long-term compounding by staying invested in high-potential opportunities.
Built On Trust
Safety Over Speculation
We treat your money with the same respect and caution as our own. We will never recommend a high-risk product just to chase a slightly higher return. Our primary job is to ensure your capital survives market volatility so it can thrive in the long run.
Emotional Discipline
Markets will fluctuate, and panic is the enemy of wealth. Our promise is to be your steady hand during turbulent times, preventing impulsive decisions and keeping you focused on your financial goals.
Unbiased Recommendations
We are not tied to any specific fund house or scheme. Our recommendations are based strictly on data, your risk appetite, and the Growth-Momentum-Value framework, nothing else.
Total Transparency
You will always know exactly where your money is invested and why. There are no hidden agendas. We believe that an informed investor is a successful investor.