



Slider 1
Wealth Is Planned
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Generational wealth starts with one risk-taker
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Building Trust, Growing Wealth
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Diversify To Reduce Risk
Our Offerings
Growth
Equity/Stocks
Mutual Funds
Portfolio Management Services
Alternate Investment Fund
Value Preservation
Bonds
Gold
Global Diversification
International Stocks
International ETFs
Insurance
Life Insurance
Health Insurance
Date: 31/01/25 | Returns | |||||
Scheme Name | AUM (Rs. Crores) | Category | 1 Year | 3 Years | 5 Years | 10 Years |
Sensex 30 | - | Equity | 7.52 | 10.66 | 14.30 | 10.44 |
Nifty 50 | - | Equity | 8.23 | 10.26 | 15.07 | 10.30 |
Fund A | Above 30k | Equity | 12.89 | 18.22 | 18.76 | 12.94 |
Fund B | Above 80k | Equity | 10.07 | 19.50 | Â 19.64 | 13.46 |
Fund C | Above 60k | Equity | 10.36 | 22.40 | 30.86 | 20.19 |
Fund D | Above 40k | Equity | 14.58 | 19.85 | 24.51 | 14.22 |
Fund E | Above 70k | Equity | 14.79 | 24.44 | 25.91 | 16.92 |
Fund F | Above 65k | Equity | 19.65 | 17.70 | 23.74 | 17.24 |
Gold | - | Commodity | 19.26 | 19.97 | 24.24 | 17.82 |
Fixed Deposit | - | Debt | 6.20 | 6.60 | 7.20 | 8.10 |
PPF | - | Debt | 7.10 | 7.90 | 8.00 | 8.70 |
Testimonials
"I've been working with Sonak Shah for several years now, and I couldn't be happier with his mutual fund distribution services. His team is knowledgeable, responsive, and always puts my financial goals first. Thanks to their guidance, my investments have grown steadily, and I have peace of mind knowing my financial future is in capable hands."
- Jayesh Mehta
"I highly recommend Sonak for anyone looking to invest in mutual funds. His team of experts provided me with tailored investment solutions that align perfectly with my financial objectives. His dedication to customer satisfaction and their in-depth knowledge of the market have been instrumental in helping me achieve my financial goals."
- Gaurav Joshi
"Working with GrowthnValue has been a game-changer for me. They have a wide range of mutual fund options, and their team assisted me in selecting the right funds for my portfolio. Their commitment to transparency, along with their timely updates, has given me the confidence to trust them with my investments."
- Nikesh Patel
"I've had the pleasure of partnering with GrowthnValue for my mutual fund investments, and the experience has been exceptional. They understand the intricacies of the mutual fund industry and offer tailored solutions that are truly client-centric. I appreciate their dedication to my financial well-being and their unwavering support."
- Roshan Choksi
"I cannot thank GrowthnValue enough for their outstanding mutual fund distribution services. Their team is responsive, and professional, and goes the extra mile to ensure that I am well-informed about my investments. With their guidance, I've been able to diversify my portfolio effectively and enjoy steady returns."
- Mehul Gandhi
"I have been investing through Sonak Shah for several years, and it has been a rewarding journey. Their commitment to providing personalized mutual fund solutions and their attention to detail has made them a trusted partner in my financial planning. I highly recommend their services to anyone looking for expert guidance."
- Kavita Nair
"As a first-time investor in mutual funds, I was initially overwhelmed by the choices available. However, GrowthnValue made the process incredibly easy. Their team took the time to educate me on the options and helped me build a well-diversified portfolio. Their dedication to my financial success is evident in the results I've seen."
- Aditya Modi