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  • Grow Your Savings, Unlock Financial Freedom

  • For Wise Savers Who Seek Guidance

    Turn Wealth into Security with Us.

  • For Young Dreamers Taking Their First Step

    Investing Made Simple.

  • For Women Who Save Smart

    We Help You Invest Smarter.

Our Credibility

Years of Experience
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AMC Partners
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Happy Families
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Cr. AUM
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Why choose us?

Because we’ll help you live your best life today while ensuring you’re
planning for a secure, anxiety-free tomorrow.
Simplification & Uncomplication
We simplify your financial lives by handling complex tasks like investment choices with tax efficiency, letting you focus on life instead of finances with no hidden costs, no confusing language.
Personal & Accessible
We as a Financial Guide will be available to answer, adapt, modify and customize your investment strategy on an ongoing basis.
Flexible & Agile
We tailor your investments to fit your life so you have the freedom to invest, withdraw, pause and scale on your terms.
Holistic Approach
We integrate all aspects of your financial life, including investments, taxes, will/estate planning and insurance into one comprehensive strategy.

Welcome to Growellassets

At Growell Assets, we make investing simple, personal, and impactful. Founded by Sagar Rathi, with over 10 years of BFSI experience, we help individuals, families, and professionals turn savings into long-term wealth. From mutual funds and insurance to retirement and tax-efficient solutions, our approach is transparent, practical, and focused on your goals. Your Goal. Our Strategy. With Growell Assets, your financial future takes root.

Whatever your Goals be, we are here to help!

International Education

New Home

Health Care

Retirement Living Expenses

Protection from Unforeseen

College / Higher Education

Emergency Funds

Travel / Vacation

Start Business

Home Improvement

Wedding in the Family

Planned Major Expenses

Whatever your Goals be, we are here to help!

International Education

New Home

Health Care

Retirement Living Expenses

Protection from Unforeseen

College / Higher Education

Emergency Funds

Travel / Vacation

Start Business

Home Improvement

Wedding in the Family

Planned Major Expenses

Sample Portfolio Report Dashboard

Build your own Investment Dashboard with real-time financial data!
Track and monitor your transactions and portfolios by creating your goals.

What We Offer

At Growellassets, our core aim is to serve our clients with dedication and integrity, meet their expectations and build enduring relationship.

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.

Retirement Savings

Retirement saving is a much sought and discussed subject in our time. It is said that retirement assesment is never too late though ideal if you start it at very young age.

Insurance

Life insurance is a contract that provides a shield against specific losses in exchange for regular premium payments.

Tax Saving

There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax and know how to tax proof your income and gains.

Fixed Deposit

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference.

PMS/AIF/SIF

Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.

Safety and Security of our Platform

Utmost Client Confidentiality

Data password & encryption

Bank Level Security of Software

Features of our Digital Investment Platform

Zero Paperwork

Seamless digital on-boarding, quick and simple

Monitor your Entire Portfolio

Track your complete portfolio (Mutual Funds, Stocks, FDs, Bonds, Insurance etc.,) in a single place, in few clicks

Consolidate Multiple Accounts & Family Portfolio

View Personal & Family portfolio seamlessly

Zero Fees

We charge nothing from our Clients

Assistance for Asset Allocation

Get customized Asset Allocation

One Click Transact

In few clicks, Invest/Redeem/Transact, All in hassle-free manner

GW App Download Section
Growell Mobile App

Smart Investing Made Simple.

Invest in Mutual Funds, SIPs, Insurance and more from one powerful app.

Smart Portfolio

Track investments instantly.

100% Secure

Bank-grade security.

Easy Payments

UPI, Cards & Net Banking.

Fast Transactions

Invest in seconds.

Google Play App Store

Get the app & Invest
hassle free

  • Track: Check your portfolio anytime anywhere
  • Download: Download portfolio and tax reports on demand
  • Access: Access to Financial calculators and MF research tools
Download the App Now!

TESTIMONIALS

What Clients Say

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. May you prosper along with your clients.

Sunny Kant

I highly recommend Growellassets for their exceptional services. Their team goes above and beyond to understand my unique needs and provides tailored solutions that have significantly improved my financial well-being.

Arun Mehta

Unlike most IFAs, Growellassets is not sales motivated. It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to financial saving has already put me in a much stronger position. I have no problem in recommending him to my friends".

Shivam Sharma

Ready to Explore the Indian Market?

With so many different options, investing with us is simpler and more straightforward than ever before.
Get Started
Contact Us

Initial Discussion

We give you more clarity on how exactly we can help you and understand you and your financial goals better.

Plan Formulation

We create a plan with the help of information provided by you through a data collection process to create a personalized financial plan.

Plan Presentation

We give you a detailed explanation of your plan and answer any queries or doubts you may have.

Implementation

Implementing the plan and making adjustments and changes as and when necessary.

Portfolio Review

We monitor your portfolio. We provide actionable insights and reports on your portfolio about the things that really matter.

How much is it going to Cost?

It costs you nothing. We receive 0.05% to 1% brokerage fee from Mutual Fund Companies for our recommendations

How we Work?

Initial Discussion

We give you more clarity on how exactly we can help you and understand you and your financial goals better.

Plan Formulation

We create a plan with the help of information provided by you through a data collection process to create a personalized financial plan.

Plan Presentation

We give you a detailed explanation of your plan and answer any queries or doubts you may have.

Implementation

Implementing the plan and making adjustments and changes as and when necessary.

Portfolio Review

We monitor your portfolio. We provide actionable insights and reports on your portfolio about the things that really matter.

We are authorized & regulated by

Start your investment Journey with us

Contact us

About Us

At Growell Assets, we make investing simple, personal, and impactful. Founded by Sagar Rathi, with over 10 years of BFSI experience, we help individuals, families, and professionals turn savings into long-term wealth.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 337339 | Date of initial Registration: 13 Aug 2025 | Current validity: 12 August 2028

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