EXPERTS IN GOAL-BASED INVESTING
Trusted Advisors for Smarter Investments
We combine expertise, transparency, and SEBI-compliance to help you achieve your wealth goals with confidence. Start your journey to financial independence today.
Track Your Investment
With Our Experts
Orvara Capital offers SEBI-compliant guidance to grow your mutual funds, SIPs, and ELSS tax-saving investments with expert reviews and smart portfolio tracking.
Investment Best Plans
Invest Your Money Smartly
Grow wealth with goal-based SIPs, ELSS tax-saving funds, and portfolio reviews guided by SEBI-registered experts
our services
Mutual Fund, SIP, and Tax-Saving Services You Can Trust
Trusted Loan Advisory
Personal, home, business, or loan against mutual funds — we offer quick and flexible financing tailored to your needs.
Mutual Funds
Mutual funds let you invest in a diversified mix of assets, professionally managed by experts, to grow and secure your money over time.
Portfolio Management Services
With PMS, your portfolio is professionally managed with tailored strategies for your goals for sustainable wealth creation.
Alternative Investment Funds
AIF provide access to high-potential opportunities beyond mutual funds, helping investors diversify and grow wealth.
Smallcase Portfolios
These are expert-curated baskets of stocks or ETFs designed around themes, strategies, or financial goals to help investors grow wealth efficiently.
Unlisted Equities
They are shares of private companies not traded on stock exchanges, giving early access to innovative businesses and high-growth opportunities.
Loan Against Mutual Funds
Borrow against your mutual fund units for instant liquidity without redeeming investments. Enjoy quick approval, flexible repayment.
Comprehensive Investment & Wealth Advisory
Holistic guidance to plan, grow, protect, and manage your wealth effectively with personalized strategies and long-term vision.
How We Work
1. Discover
- Assess risk profile, income & liabilities
- Define life goals like retirement & education
- Build a personalized financial health score
2. Educate & Strategise
- Diversified plans across MF, PMS, AIFs & Smallcases
- Transparent and tax-efficient approach
- Customized to match your risk profile
3. Navigate
- Ongoing monitoring with quarterly reviews
- Rebalancing aligned with goals and markets
- Access to exclusive opportunities like pre-IPO & real estate
WHY CHOOSE ORVARA CAPITAL
Smart & Trusted Wealth Solutions For You
From Mutual Funds and PMS to AIFs, Smallcases, and more — we bring expert-managed strategies designed to grow, protect, and diversify your wealth. With transparent advice and tailored planning, we help you achieve your financial goals with confidence.
Smart & Low-Cost Investing
Proven Strategies for Growth
Flexible Wealth Planning
Our Integration Partners
