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Simplify Wealth Management

Simplify Wealth Management

DIRECTOR’S NOTE

As we reflect on the financial year 2024-2025, it is with immense pride that my team and I  acknowledge MRG Capital’s remarkable achievements. This success is rooted in our unwavering commitment to a disciplined investment philosophy that emphasizes capital protection and value investing. 

By prioritizing the quality and character of management in our investment decisions, we have navigated market fluctuations effectively, ensuring the preservation and growth of your wealth.

Our team remains steadfast in their pursuit of excellence in investment analysis and portfolio management. Having been through multiple market cycles personally, my team and I strive to strike a balance between risk and reward.

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Manu Rishi Guptha
Founder & CEO, MRG Capital

 

 

DIRECTOR’S NOTE

As we reflect on the financial year 2024-2025, it is with immense pride that my team and I  acknowledge MRG Capital’s remarkable achievements. This success is rooted in our unwavering commitment to a disciplined investment philosophy that emphasizes capital protection and value investing. 

By prioritizing the quality and character of management in our investment decisions, we have navigated market fluctuations effectively, ensuring the preservation and growth of your wealth. 

Our team remains steadfast in their pursuit of excellence in investment analysis and portfolio management. Having been through multiple market cycles personally, my team and I strive to strike a balance between risk and reward.

If you would like to know more about our performance in the previous financial year, click here to access it.

(link to FY24-25 report)

Manu Rishi Guptha
Founder & CEO, MRG Capital

of investment experience

0 +YEARS

Market presence since

0

of market witnessed

5 CYCLES

OUR INVESTMENT PHILOSOPHY

Value Investing

Our wealth management firm understand that businesses could be a flavour of a season yet we try not to get carried away by the din of the markets & ignore the short term price movements.

Capital Protection

Each strategic investment call ensures the reservation of client capital. In addition, preservation of the real value of client capital after fees and taxes is our objective.

Goals Based

Our wealth managers invest with the clear objective of attaining specific life goals of our clients.


Transparency

We provide easy online access to daily reports, stock holdings and cash balances that can be accessed per your convenience.


IN THEIR WORD

Full marks for comprehensive information and projected investment philosophy. The simplicity and transparency is commendable. I am sure this is a PMS which will make a difference in the coming years and the brand will standout tall as a brand to trust. Good luck to the MRG team.
VINOD SUD
VINOD SUDMentor
My investment journey started in late 90s when I was investing in Penny stocks. I almost lost my entire wealth, when my portfolio was rescued by Manu, and he forced me to book losses in all these garbage stocks and thus started my journey of value investing on Manu's advice. I have been able to generate good money and grow my portfolio immensely on his advice.
DR RAMANDEEP VIRK
DR RAMANDEEP VIRKDOCTOR
The simplicity of investment style and rationale is what made me handover my wealth to MRG Capital. Temperament of the Fund Manager is far more important than historical graphs. And MRG Capital gives me that confidence.
Tanu Gupta
Tanu GuptaFounder, The Organic Forest
I have known Manu for 27 years and did not think twice to allow him to manage my life savings
PHILIP A BUTT
PHILIP A BUTTCEO, COMMANDO KENNELS

BLOGS & POSTS

FREQUENTLY ASKED QUESTIONS

Financial portfolio management services involve the strategic management of an individual’s investments—such as stocks, bonds, mutual funds, and other assets—to maximize returns and minimize risk. These services are tailored to align with the investor’s financial goals, risk tolerance, and time horizon.

Prior to signing up, we would appreciate connecting with you to understand your goals and risk appetite. Post which, kindly follow the steps mentioned below.

  1. Complete KYC and risk profiling
  2. Sign the PMS agreement
  3. Transfer the minimum investment amount
  4. The portfolio manager then creates a customized investment plan based on your financial objectives.

The role of portfolio management is to balance risk and reward by diversifying assets and aligning investments with the investor’s financial goals. It involves asset allocation, regular performance monitoring, rebalancing, and strategic decision-making to optimize long-term returns that align with your goals.

As per SEBI regulations, the minimum investment required for portfolio management services (PMS) in India is ₹50 lakhs. This amount can be in the form of cash or a combination of cash and securities.

The Portfolio Management Service has no lock-in period. However, we will charge an exit load 2% of the AUM (Assets Under Management) if you redeem your investment between 0 to 12 months and 1% of the AUM if its greater than 12 months and upto 24 months. This is primarily for our efforts and research. This is well in line and much lower than the industry standards and few other PMS services that charge upto 3% exit load in the first year.

No exit load will be charged on any redemptions after 24 months.

Our fees structure and the types of charges have been elaborated in the page linked below. If your questions/ queries pertain, feel free to contact us at support@mrgcapital.in.

https://www.mrgcapital.in/our-fees/