The household desk
Salaried professionals, retirees and young families. Focus on goal-based SIPs, tax-saving strategies, emergency-fund laddering and paperless onboarding under ₹10 L.
KYC in 15 min
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AMFI-registered Mutual Fund Distributor · ARN-187432
A wealth desk for the considered Indian investor.
We curate mutual funds, listed corporate bonds, rated NBFC deposits, Sovereign Gold Bonds and Specialized Investment Funds — assembled with the patience of a family office, routed through SEBI-regulated rails, and serviced by a human who knows your file.
ARN-187432
EUIN E-338207
NISM Series-XIII certified
BSE StAR MF
ISO 27001-aligned
DPDP-compliant
Philosophy
We don't run a super-app. We run a desk.
The Indian investor has never been shorter on product options — and rarely more starved for judgment. AnvithBizCap is built on a simple premise: products are commodities, curation isn't. Every allocation is screened through rating, liquidity, issuer depth, and tax-aware cash-flow before it ever reaches your file.
Step 01 · Discover
Intake & suitability
A conversation before a catalogue. Goal, horizon, liquidity, household, tax residency — mapped into a simple written brief.
Step 02 · Construct
Curated shortlist
No scheme-specific push. We present rated options across the five rails, with costs, risks, and tax disclosed on the same page.
Step 03 · Execute
SEBI-regulated rails
Funds route through BSE StAR MF, clearing corporations and issuer banks — never through us. You keep custody.
Step 04 · Service
A name, not a chatbot
Quarterly reviews, maturity calendars, statement consolidation, and a relationship manager you can call before 6pm.
The shelf
Five rails. One portfolio. Every disclosure on the same page.
Build exposure across growth, income, stability and alternative strategies — each product carries its own risk grade, fee structure, and regulatory prerequisites. We make them visible before you commit, not after.
Mutual Funds
Diversified exposure across equity, debt, hybrid and index categories — executed through exchange rails with SIP, STP and SWP.
Corporate Bonds
Rated listed debt from AAA PSUs to higher-yielding NBFCs. Routed through a SEBI-registered OBPP partner — settlement via clearing corporation only.
Fixed Deposits
Bank FDs (DICGC-insured to ₹5 L) and rated NBFC public deposits. Tenure laddering, cumulative or payout modes, senior-citizen uplift.
Sovereign Gold Bonds
RBI-issued gold exposure with a 2.5% p.a. interest overlay. Primary-issue alerts, secondary market routing, and holding-period tax tracking.
Premium · HNISpecialized Investment Funds
SEBI's new regulated asset class between MF and PMS. Long-short equity, debt, and hybrid strategies with derivative latitude. ₹10 L minimum per PAN per AMC.
Corporate Treasury
For CFOs & founders with idle float. Entity KYC, board-resolution templates, laddered fixed-income builds and MIS exports.
By the numbers
Trust earned the slow way — one statement cycle at a time.
Our book is built on retention, not acquisition. The metrics below are drawn from our April 2026 CRM snapshot and quarterly compliance returns.
₹0Cr
Assets under advice
0+
Households served
0%
3-yr retention
0h
Callback SLA
*AUA (assets under advice) is the aggregate value of investor holdings where AnvithBizCap is the distributor of record. We do not hold investor funds; all monies route through SEBI-regulated clearing corporations, AMC bank accounts or issuer escrow. Past performance, whether of schemes, issuers or the distributor's book, is not an indicator of future returns.
Do the math first
Numbers you can argue with, before you commit.
Every allocation decision should begin with a projection the investor actually understands. Our calculators run on the same formulae AMCs and banks use internally — SIP compounding, FD quarterly accrual, goal-based back-solving, SGB cash-flow with the 2.5% interest overlay. Open, adjust, export.
SIP Calculator · Monthly contribution → future corpus
FD Maturity · Cumulative quarterly compounding with TDS note
Goal Planner · Back-solve monthly SIP from target
SGB Projection · Capital + 2.5% coupon, 8-yr tax-exempt scenario
Regular vs Direct · Cost-of-advice explainer
Who we serve
Three distinct desks. Same judgment.
We operate three parallel service tiers — retail, affluent and corporate — each with its own suitability framework, document kit and reporting cadence. You aren't routed through a call tree; you are assigned a desk on day one.
The private-client desk
Business owners, NRIs and senior executives. Cross-product allocation including SIF, unlisted-issue bonds, family-account consolidation and succession mapping.
Dedicated RM
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The treasury desk
Private companies, partnership firms and section-8 entities with operational float. Board-resolution kits, signatory workflows, liquidity tiering and monthly MIS.
Entity KYC · UBO
Treasury brief →
Reading room
Arguments, not advertisements.
We publish category explainers, risk primers and regulatory reads — not scheme tips. In keeping with AMFI guidance, public content avoids scheme-specific recommendations and projections.
Specialized Investment Funds: what the February 2025 circular actually changes for the Indian affluent
A line-by-line read of the SEBI framework — the ₹10 L PAN-level floor, the 25% derivatives latitude, and why the NISM-XIII gate matters for distribution.
April 12, 2026
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When a ₹5L DICGC cover isn't enough: reading an NBFC FD like a credit analyst would
NBFC public deposits are not insured. Here is the four-point ratings, liquidity and asset-quality screen we use before any distribution recommendation.
April 4, 2026
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Sovereign Gold Bonds: the four exit gates — and the only two that are tax-free
Maturity, RBI early-redemption window, exchange secondary market, or gifting. The route determines the tax, not the instrument.
March 29, 2026
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In their words
“They declined to recommend the fund our RM at the bank had sold us — and explained why, in one email. That was year one of a seven-year relationship.”
Meera Ranganathan · Client since 2019 · Retail desk
Testimonials displayed on this page are from consenting clients and reflect individual experience. They are not a guarantee or projection of future outcome for any other investor. Full consent record available on request.
Next step
A 20-minute call. A written brief. No pitch deck.
We begin with a short call to understand your horizon and existing portfolio. You walk away with a written note — whether or not you choose to engage us. The first conversation is not a sales meeting.