Craft Your OwnFinancial Freedom
We provide personalized financial solutions based on up-to-date market analysis and research helping our clients achieve their financial goals. Our focus is on creating a long-term association with our clients rather than selling them another financial product.
Happy Clients
Funds Managed
Official Partners
Revenue Generated
We are always at your beck and call!
Invest
Invest with full confidence as you are backed by the research and expertise of a team of financial experts with over 15 years of experience in the industry.
Manage
Looking to manage and grow your diversified portfolio? Our experts have the know-how to manage your funds in a way that extracts the maximum profit.
Save
We make every penny of your income work by depositing and investing in instruments that help you save for your retirement and future plans.
Your route toFinancial Freedom
Choosing and presenting the right investment opportunities to our customers out of the best-performing financial instruments.
- Presenting the right investment opportunities
- Get regular market and investment insights from experts
- End-to-end solutions for everything related to finance
- Regular analysis and correction of existing portfolios
Why Choose Us
One to one financial advice based on your goals and needs!
Unlike the many wealth advisors out there, our advisors get to know you, your aspirations, your goals and not just the numbers in your portfolio. Then we work out a customized investment solution to help you reach your financial goals. Your goals are personal. Shouldn’t your financial advice should be too?
our services
What We Do
Our exclusive approach helps you take a comprehensive look at your current financial picture and navigate the present without losing sight of your future goals.
Mutual Funds
Learn about our mutual funds services and how you can use our advice to attain your financial goals!
Fixed Deposits
Choose from multiple corporate FD's varying in tenures, interest rates and institutions to suit your investment needs
Stock Markets
Find the right stocks and performing assets to help you reach your investment goals with our investment experts.
Insurance
Your one-stop shop for all insurance related queries, claims and renewals. Get 24x7 service from our support team.
Wealth Advisory
Our firm offers a wider array of advisory services amidst the ever-changing economic and financial landscape.
Successful Investment is about managing risk not avoiding it
─ Benjamin Graham
Mutual Funds
We use state-of-the-art digital capabilities, to easily track and analyze the performance of your mutual funds thus helping you secure your financial future with one-to-one advice and communication.
- Enjoy the Flexibility to invest in Smaller Amounts
- Mutual Funds are easily accessible for any goal
- Ascertain the risk level of investment in advance
- Lower asset management fees in mutual funds
- Mutual Funds provide the best tax saving options
- Lowest investment lock-in period of only 3 years
Over 1000 Clients rely on Stakeroot
Clients rated Stakeroot 4.9 out of 5 for “always putting my interests first”
Testimonials
What they say about us
Our clients have been our biggest cheerleaders. We have acquired over 150+ clients through reference alone and that says a lot!
