About
Mahesh Jain - AMFI Registered Mutual Fund Distributor
I help Indian investors build wealth through regular plans of mutual funds - with goal-based SIP planning, honest numbers and ongoing hand-holding. This website is the free half of that work: 40+ calculators, live fund research and a free beginner course, open to everyone.
AMFI Registration
ARN-308760
Verifiable on amfiindia.com
Certification
NISM Series V-A
Mutual Fund Distributors Certification
Offices
Charkhi Dadri & Hyderabad
Serving investors across India
What I help investors with
Regular plan mutual funds
Scheme selection and investing across equity, hybrid, debt and ELSS regular plans from all major AMCs, matched to your goals and risk profile.
SIP setup & step-up planning
Start, increase or restructure SIPs with a clear goal behind every rupee. Includes annual step-up planning as your income grows.
Goal-based planning
Retirement, children's education and marriage, house down payment - mapped to a required monthly investment with realistic return assumptions.
Portfolio review
A plain-language review of your existing funds: category overlap, underperformers, and whether the mix still matches your goals.
SWP & retirement income
Structure Systematic Withdrawal Plans so your corpus pays you a monthly income without exhausting itself too early.
KYC & paperwork help
First-time investor onboarding: KYC, folio creation, nominee setup and joint holding done correctly the first time.
Why I work with regular plans
Direct plans are cheaper on paper. But most investors do not lose money to expense ratios - they lose it to behaviour: stopping SIPs in a crash, chasing last year's winner, picking funds by star ratings, or holding fifteen overlapping schemes. A distributor's job is to keep the plan boring and on track: the right scheme mix for your goal, reviews when life changes, and a phone call that stops a panic redemption. That service is paid for by the fund house through the regular-plan commission, so there is no separate bill for you.
I have written an honest, no-pressure comparison here: Why choose a mutual fund distributor. Read it, then decide what suits you.
Offices
Hyderabad Office
Hyderabad, Telangana
View on Google Maps →
Charkhi Dadri Office
Charkhi Dadri, Haryana
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Find me on Google Business Profile. Investors anywhere in India are served online - KYC to SIP, fully digital.
Talk before you invest
A 15-minute conversation about your goals costs nothing and usually saves years of trial and error. Call, WhatsApp or email - whatever suits you.
Frequently Asked Questions
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Mahesh Jain is registered with AMFI as a Mutual Fund Distributor vide ARN-308760. Registration does not imply any recommendation or endorsement by AMFI or SEBI. As a distributor, I earn commission on regular plans and do not charge investors a separate fee. I am not a SEBI Registered Investment Adviser; the information on this website is educational and not personalised investment advice.