Investment
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Make Your Money Work For You

Comprehensive Wealth Creation Through Multiple Investment Vehicles - Diversification is Key

₹30+
Crores Portfolio Managed
1000+
Happy Investors
22+
Years of Experience

Expert Fund Management

Making Money From Money

At Krupa Investment, we believe in the power of smart investing. Led by Dr. Nihar Shah, an expert of compounding, we handle finances through a diversified approach – mutual funds, bonds, FDs, post office schemes, and more. Because at the end, diversification is key to growth.

We follow the Warren Buffett philosophy: Start Early and Stay Long. Whether you're a medico, engineer, or entrepreneur – if Dr. Nihar can make substantial wealth through disciplined investing, anyone can.

Goal-Based Investment Planning

Customized strategies aligned with your financial goals

Power of Compounding

Let time work its magic on your investments

Diversification Approach

Multiple investment vehicles for balanced growth

Fund Management and Investment Planning
30+ Cr
Portfolio Managed

Complete Investment Solutions

Diversification is key to wealth creation

Mutual Funds

  • Equity Funds - High Growth Potential
  • Debt Funds - Stable Returns
  • Hybrid Funds - Balanced Approach
  • Index Funds - Market Tracking
  • ELSS - Tax Saving Funds
  • Sectoral & Thematic Funds

Professional management with diversified portfolio exposure

SIP vs Lumpsum

  • SIP - Systematic Investment Plan
  • Rupee Cost Averaging Benefit
  • Start with as low as ₹500/month
  • Lumpsum - One-time Investment
  • Ideal for Surplus Funds
  • Expert Strategy Guidance

Choose the right strategy based on your cash flow and goals

Bonds & Securities

  • Corporate Bonds - Higher Yields
  • Government Securities - Safe Haven
  • Tax-Free Bonds - Tax Benefits
  • Fixed Income Securities
  • Treasury Bills & Notes
  • Credit Risk Assessment

Fixed income solutions for conservative investors

Fixed Deposits

  • Bank FDs - Guaranteed Returns
  • Corporate FDs - Higher Interest
  • Tax Saver FDs - 80C Benefits
  • Senior Citizen Schemes
  • Flexible Tenure Options
  • Strategic Laddering Approach

Capital protection with assured returns for risk-averse investors

Post Office Schemes

  • NSC - National Savings Certificate
  • KVP - Kisan Vikas Patra
  • PPF - Public Provident Fund
  • SCSS - Senior Citizen Savings
  • Post Office MIS - Monthly Income
  • Sukanya Samriddhi Yojana

Government-backed schemes with attractive interest rates and tax benefits

Comprehensive Wealth Management

  • Goal-Based Investment Planning
  • Portfolio Diversification
  • Risk Assessment & Management
  • Regular Portfolio Review
  • Retirement Planning
  • Wealth Creation Strategies

Holistic approach to building and preserving wealth

Dr. Nihar Ilesh Shah - Fund Management Division Head
Expert of
Compounding
Fund Management Division Head

Dr. Nihar Ilesh Shah

"Known for Making Money from Money"

A firm believer of the Warren Buffett philosophy – Start Early and Stay Long. Dr. Nihar combines philosophy with finance, understanding that "it's not the brains that take you to the finish line; it's the art of being consistent day in and day out that makes you successful."

His philosophy is simple yet powerful: "Feeling deserving doesn't change reality — everyone feels they deserve better. Being determined makes you fight, fail, and grow. But it's being disciplined — showing up every single day, even when it's boring or lonely — that truly changes your life." This is why people who stay consistent build significant portfolios even with small SIP amounts.

Along with his mother, Mrs. Pinal Shah, Dr. Nihar is on a mission to educate each and every family about handling finance. The secret? Choose the right fund, be consistent, and do the same boring thing day in day out. That's what creates wealth.

Areas of Expertise:

Compounding Strategies Goal-Based Planning Portfolio Diversification Mutual Fund Selection Wealth Creation Financial Education
"It's about choosing the right fund and being consistent — doing the same boring thing day in day out. That's the real secret to building wealth."

Our Investment Planning Process

Goal-based investment planning for comprehensive wealth creation

01

Understanding Your Goals

We start with a detailed discussion about your financial goals, risk appetite, investment horizon, and current financial situation.

02

Portfolio Assessment

Analysis of your existing investments, asset allocation, and identifying gaps or opportunities for optimization.

03

Customized Strategy

Creating a diversified investment plan across mutual funds, bonds, FDs, and other vehicles aligned with your goals.

04

Implementation

Executing the investment plan with proper documentation, KYC completion, and systematic fund deployment.

05

Regular Review & Rebalancing

Continuous monitoring of portfolio performance and periodic rebalancing to ensure alignment with your goals.

Ready to Start Your Investment Journey?

Contact Dr. Nihar Shah for expert guidance

Schedule Consultation

Real Investors, Real Returns

Success stories that showcase the power of disciplined investing

SIP Investment

Young Professional's Wealth Journey

₹15L to ₹42L in 8 Years

Started SIP of ₹15,000/month in diversified equity funds. Through consistent investing and power of compounding, portfolio grew from ₹15 lakhs (total investment) to ₹42 lakhs. Goal: Children's education fund achieved 3 years ahead of schedule.

Total Invested ₹15L
Current Value ₹42L
CAGR 18.5%
Retirement Planning

Retirement Corpus Creation

₹1.2 Cr Retirement Fund

Business owner, age 45, wanted to retire by 60. Created diversified portfolio with hybrid funds, debt funds, and PPF. Through systematic investing and regular rebalancing, built a retirement corpus of ₹1.2 crores in 15 years.

Investment Period 15 Years
Final Corpus ₹1.2 Cr
Goal Status Achieved
Diversified Portfolio

Doctor's Investment Success

₹50L to ₹85L in 5 Years

Medical professional invested ₹50 lakhs lumpsum across equity mutual funds, bonds, and FDs. Diversification strategy protected capital during market volatility while generating consistent returns. Current portfolio value: ₹85 lakhs.

Initial Investment ₹50L
Duration 5 Years
Returns 11.2%
Goal-Based Planning

House Down Payment Goal

₹25L Goal Achieved

Young couple wanted ₹25 lakhs for house down payment in 7 years. Designed goal-based investment plan with mix of equity funds (long-term) and debt funds (short-term stability). Achieved target amount 6 months ahead of schedule.

Target Amount ₹25L
Time Taken 6.5 Years
Success 100%

What Our Investors Say

Real feedback from clients who trusted us with their wealth

Frequently Asked Questions

Everything you need to know about fund management and investments

Investment Basics

SIP (Systematic Investment Plan) allows you to invest a fixed amount regularly (monthly/quarterly), while Lumpsum is a one-time large investment. SIP helps in rupee cost averaging and is ideal for regular income earners, while Lumpsum can be beneficial when you have surplus funds and market timing is favorable.

Diversification spreads your investment across different asset classes (mutual funds, bonds, FDs, etc.) to reduce risk. As we say at Krupa Investment, "diversification is key" – it ensures that poor performance in one investment doesn't significantly impact your overall portfolio.

You can start SIP in mutual funds with as low as ₹500 per month. However, we recommend starting with at least ₹5,000-10,000 monthly to see meaningful wealth creation over time. The key is to start early and stay consistent.

Goal-Based Planning

Goal-based investment planning aligns your investments with specific life goals like children's education, retirement, buying a home, etc. We help you identify your financial goals, timeline, and risk appetite to create a customized investment strategy.

We recommend reviewing your portfolio at least once every 6 months or when there's a significant life event (marriage, child birth, job change). Regular review helps ensure your investments stay aligned with your goals and allows for necessary rebalancing.

Compounding is when your investment returns generate their own returns over time. For example, if you invest ₹10,000 monthly at 12% annual return for 20 years, you'll have invested ₹24 lakhs but your corpus will be around ₹1 crore! That's the magic of compounding – the earlier you start, the more you benefit.

Investment Options

Equity funds invest primarily in stocks and offer high growth potential but with higher risk. Debt funds invest in fixed-income securities like bonds and offer stable returns with lower risk. Hybrid funds combine both equity and debt, providing a balanced approach. Your choice depends on your risk appetite and investment horizon.

Government bonds are generally safer than equity mutual funds but offer lower returns. Corporate bonds carry slightly higher risk than government bonds but offer better returns. The ideal portfolio includes a mix of mutual funds, bonds, and FDs based on your risk profile and goals.

Several investment options offer tax benefits: ELSS mutual funds (Section 80C - up to ₹1.5 lakh deduction), PPF, NSC, tax-saver FDs. Long-term capital gains (LTCG) on equity above ₹1 lakh are taxed at 10%. We help you structure your portfolio to maximize tax efficiency.

Have more questions about investing?

Call Dr. Nihar Shah: 7490002340

Ready to Start Your Wealth Creation Journey?

Get expert fund management guidance with goal-based investment planning

Free Consultation
30+ Cr Portfolio Under Management
Expert Guidance from Dr. Nihar Shah
Diversification-Focused Approach

Office: 14 Star World, Baghban Circle, Green City Road, Surat