Expert Mentorship.
Exponential Growth.
At 72Wealth, we don't just distribute funds, we mentor you through the journey of compounding your legacy.
Start Your JourneyAt 72Wealth, we don't just distribute funds, we mentor you through the journey of compounding your legacy.
Start Your Journey72Wealth, a brand of Pro72 Services Private Limited, is a SEBI-registered Mutual Fund Distributor established in 2018. We are an independent financial advisory firm dedicated to providing evidence-based wealth management solutions that align with the financial objectives and life circumstances of our clients.
Our firm was founded on a fundamental belief: investors deserve unbiased, research-driven advice grounded in institutional best practices. This principle emerged from our founders' extensive experience managing investment portfolios and navigating multiple market cycles across the financial services industry.
To enable wealth creation and financial security for Indian investors through disciplined, research-driven investment guidance aligned with individual goals and delivered with integrity.
Building sustainable financial security for all Indians through evidence-based investment advice, institutional-grade analysis, and a commitment to advancing investor confidence in the mutual fund ecosystem.
The 72Wealth team comprises investment industry professionals with deep expertise in fund management, equity analysis, and investment strategy. Our founders have held leadership positions at recognized asset management companies, where they managed institutional portfolios and developed sophisticated investment evaluation frameworks.
This institutional background provides us with a distinctive advantage: we evaluate mutual fund schemes through the rigorous analytical lens of professional fund managers, rather than relying on marketing narratives or consensus rankings. We apply the same diligence standards we would use for institutional capital to individual investor portfolios.
Our founding team brings substantial professional experience from the investment management and financial services industry. This background informs every aspect of our advisory approach and enables us to communicate with institutional asset managers on matters of investment philosophy and portfolio construction.
We do not use proprietary or exclusive fund schemes. Instead, we evaluate the full universe of SEBI-regulated mutual fund schemes against standardized criteria, ensuring that recommendations are based on merit rather than product availability or commercial relationships.
As a SEBI-registered Mutual Fund Distributor, we operate under comprehensive regulatory oversight. Our compliance infrastructure is designed to ensure adherence to all applicable regulations, transparent client communication, and proper handling of client information and assets.
We measure success not by transaction volume or asset accumulation, but by whether client portfolios are positioned appropriately for their stated objectives. This orientation aligns our interests with yours over extended investment horizons.
Diversified investment vehicles managed by professionals, offering access to various asset classes like equity, debt, and hybrid schemes tailored to your risk appetite.
Sophisticated investment platforms for high-net-worth individuals, targeting non-traditional assets like private equity, hedge funds, and real estate for alpha generation.
A customized investment portfolio where professional managers make buy/sell decisions on your behalf, focusing on concentrated and high-conviction equity strategies.
Secure, low-risk investment options that offer guaranteed returns over a fixed tenure, serving as a stable foundation for your capital preservation needs.
Comprehensive risk management solutions designed to provide financial security for your family and cover medical contingencies, ensuring your wealth remains protected.
Strategic roadmap design to ensure a steady inflation-adjusted income stream, allowing you to maintain your lifestyle and financial independence in your golden years.
Expert guidance on the seamless transfer of assets and wealth to the next generation, ensuring your legacy is preserved according to your specific wishes.
Aligning your portfolio with specific life milestones—such as education, home purchase, or travel—ensuring every rupee invested has a clear purpose and timeline.
Disciplined monthly investing that leverages the power of rupee-cost averaging and compounding to build significant wealth over the long term.
A tax-efficient method to withdraw a fixed amount from your investments regularly, ideal for generating a monthly "salary" during retirement.
Deployment of surplus capital into market-linked instruments based on institutional research and market valuation triggers to maximize entry-point efficiency.
Our recommendations are based solely on rigorous research and your financial objectives, independent of product popularity, marketing incentives, or industry consensus.
We clearly communicate our investment philosophy, selection criteria, and performance monitoring approach. We disclose fees in accordance with SEBI regulations and maintain transparency about potential conflicts of interest.
We comply fully with SEBI regulations, AMFI guidelines, and our Code of Conduct commitments. Our operations are subject to regular compliance oversight and industry best practices.
Our advisory process begins with understanding your financial objectives, risk profile, time horizon, and life stage circumstances—not with product recommendations.
Client-Centric Approach: Every recommendation is structured around your specific financial situation, objectives, and constraints—not around market trends or available products.
Research-Driven Analysis: We employ systematic evaluation frameworks that combine quantitative metrics (risk-adjusted returns, downside volatility, benchmark consistency) with qualitative assessment (fund management philosophy, investment process consistency, organizational stability).
Downside-Focused Evaluation: We prioritize capital preservation during market corrections. We recognize that protecting wealth during adverse market conditions is as important as generating returns during favorable periods.
Institutional Discipline: Our methodology reflects the rigorous analytical standards applied by professional asset managers. We maintain consistency in evaluation criteria and decision-making processes across all recommendations.
Ongoing Monitoring: Our advisory relationship continues after implementation. We monitor portfolio performance, rebalance in accordance with predetermined criteria, and adjust positioning when circumstances change or investment theses are invalidated.
"Their institutional background and research-driven approach gave me the confidence to plan my retirement with peace of mind."
- Senior Corporate Professional"Finally found a team that prioritizes downside protection and evidence-based selection over market hype."
- Business Owner"The transparency regarding fees and investment rationale is exactly what I was looking for in a wealth partner."
- Professional InvestorWe welcome inquiries from investors seeking independent, research-driven investment guidance aligned with their long-term financial objectives.
72Wealth – AMFI-registered Mutual Fund Distributor
This information is current as of January 2026 and reflects our commitment to regulatory compliance and professional standards established by SEBI and AMFI.
72Wealth operates as a SEBI-registered Mutual Fund Distributor and complies with:
All investment recommendations are documented with appropriate risk disclosures, and client portfolios are subject to ongoing monitoring and periodic review.