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Mutual fund advisory

Mutual Fund Advice from Someone Who Actually Invests
1,9992,399
Video meeting . 60 mins
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Video meeting . 30 mins
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Video meeting . 45 mins
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About me

Hi, I'm Atishay, Founder of MIV Treasury (India's first B2B wealthtech, helping startups optimise yield on surplus capital) and MIV Wealth (mutual funds, PMS, AIF, unlisted/pre-IPO shares, and angel investing). I am a seasoned investor, who has invested over $2M across multiple asset classes. Before MIV, I spent ~3 years at Razorpay where I led the Investment, Lending & Ecommerce vertical and previously managed Enterprise Sales. I'm a Chartered Accountant (All India Rank 40) and worked with Big4 for 4 years. I work closely with founders, finance teams, and individual investors on: • Startup treasury management - Making idle cash work harder than FDs • Mutual funds - Equity, liquid, ultra-short, arbitrage and debt strategies • Unlisted & pre-IPO shares - Risks, pricing, taxation, exits • ESOP planning - Vesting, exercise, tax traps, negotiation • Evaluating angle investment deals Book a call if you'd like a clear, no-product-attached conversation about your money, your treasury, or your next move.