01
Mutual Funds
Equity, debt & hybrid across every AMC from one dashboard.
A personal wealth - operating system
Thoughtful wealth planning for a life well planned.
Risk profiler / investor personality quiz
Upload your CAS securely and get portfolio insights in seconds.
AMFI-registered MFD · ARN - 196806256-bit TLS · ISO 27001 certifiedNo fee from you · AMC pays standard commission
Wealth journey
Projected portfolio value
₹4,87,25,000
+₹3,94,80,000projected growth
Year 10 of 20 · 10 years remaining
now
Illustrative projection
XIRR
14.8%
Active SIPs
7
🎓
Achieved
🏡
85%
🌴
68%
650+ investors are building wealth with us
₹ 1,240 Cr advised
4.9 on Google (470+)
Since 2014
Begin anywhere
Six goals. One thoughtful journey.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
2 minutes
Discover your investor personality
A short reflection to understand your risk appetite and ideal allocation.
Get startedGoal planner
Plan your financial goals
Retirement, your child's future or a new home. See what it really takes.
Get startedFree analysis
CAS upload
Analyse your existing portfolio
Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.
Get startedMakworth Finserv
Explore curated investment baskets
Hand-built portfolios for every life stage, risk profile and ambition.
Get startedUp to 9.5% p.a.
Compare fixed deposit rates
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Get startedFree
Talk to a partner
Book a free consultation
Sit down with a Makworth finserv to map your goals, risk and next steps. No obligation.
Book nowOur products
Every market, one relationship.
Explore a considered range of investment, protection and wealth-building products.
02
Investment Baskets
Curated, rebalanced portfolios for one-time or SIP.
03
PMS
Portfolio Management Services for portfolios above ₹50 lakh.
04
Global Equities
Own Apple, Nvidia & US index funds under LRS.
05
Fixed Deposits
High-yield FDs from partner issuers via Fixerra.
06
Bonds & NCDs
Government, PSU and corporate bonds, transparent yields.
07
NPS
A tax-efficient retirement corpus with the NPS.
08
Gold · SGBs · REITs
Sovereign gold bonds and listed REITs for diversification.
09
Life Insurance
Pure-term cover sized to your real liabilities.
10
Health Insurance
Right-sized floater & super-top-up, claim support included.
Recognition
Trusted by families, recognised by the industry.
A few moments we are proud of. We work for outcomes, not trophies — but it is nice to be noticed.
2025
Meeting Radhika Gupta
MD & Ceo Of Edelweiss Mutual Fund
2025
Meeting Raamdeo Agrawal
CHAIRMAN of Motilal Oswal Group
2025
Meeting Nilesh Shah
MD KOTAK MUTUAL FUND
As featured & partnered with
Economic TimesMintFinancial ExpressCafemutual
Curated by Makworth finserv
Portfolios built with conviction.
Each basket is researched, rebalanced and reviewed by our in-house research team. Invest with clarity, not noise.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
High
Long-Term Wealth
Protect wealth. Beat inflation.
3Y CAGR · illustrative
+18.4%
35% equity
from ₹2,500/mo
ModerateMost popular
Balanced Growth
An all-weather core for goals 5–10 years away.
3Y CAGR · illustrative
+13.2%
60% equity
from ₹5,000/mo
Low
Conservative Income
Maximize growth over 10+ years.
3Y CAGR · illustrative
+8.6%
85% equity
from ₹10,000/mo
05 — See it compound
What could an SIP become?
Small, regular and patient beats large and occasional. See how much of your final corpus is money you put in versus money the market made for you.
Monthly SIP₹50,000
Invested
₹1.80 Cr
Growth
₹15.85 Cr
Total
₹17.65 Cr
Projected value in 30 years
₹17.65 Cr
at an assumed 12% p.a. · illustrative
+15.85 Cr of growth
InvestedGrowth
Goal planning
Every rupee. Every goal.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
- Inflation-adjusted projectionsSee tomorrow's price tag in today's terms.
- Scenario calculatorsIllustrative outcomes across market assumptions, for education rather than advice.
- Periodic reviews with your partnerA Your company partner walks you through progress on your schedule.
Illustrative example
Comfortable retirement at 6532%
35 years remaining · ₹ 90,000/mo lifestyle
₹ 1.15 Cr investedTarget ₹ 5 Cr
on track
Neha's higher studies33%
10 years · ME in Chicago
₹ 35 L investedTarget ₹ 1.5 Cr
on track
Dream home in Mumbai32%
5 years · 3 BHK · ₹ 3 Cr
₹ 81 L investedTarget ₹ 3 Cr
on track
07 — Score your portfolio
Upload your Consolidated Account Statement.
We'll securely analyse mutual funds, diversification, risk exposure, fund overlap and performance trends.
Processed in encrypted memory and deleted after analysis — we never store your CAS password or share data with third parties. Data handling policy.
Encrypted in transit Read-only analysis No credentials stored AMFI registered
Analyse my portfolio Drop your CAS here, or click to browse
From CAMS or KFintech · PDF · up to 10 MB
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A partner, not an algorithm
Wealth is personal. Your wealth partner should be too.
Behind every basket, every calculator and every transaction is a real human you can call by name. We combine intelligent technology with experienced wealth partners who know your story.
MAYUR PAWAN AGARWAL
Founder
Engineer5 yrs
Mayur Agarwal is the Director of Makworth Finserv, serving over 650 families across India in their journey towards financial well-being. With expertise in mutual fund distribution, insurance solutions and investment awareness, Mayur brings a disciplined and goal-oriented approach to personal finance.
650 families personally advised
Top 100 MFDs in India
Cafemutual Awards · 2024
Same-day responses
Avg. first reply under 3 hours
96% families stay
Retention across 10+ years
Our story
We look after your money Helping families make informed financial decisions through awareness, discipline, and trusted relationships.
Makworth Finserv was established by Mayur Agarwal with the objective of helping individuals and families access suitable financial solutions through a disciplined and informed approach.
Serving 650+ Families, Investor Education Focused, Goal-Oriented Discussions, Personalized Service Experience, Continuous Industry Learning, Long-Term Relationship Approach, Access to Multiple Financial Products
“Helping families make informed financial decisions through awareness, discipline, and trusted relationships.”
Book a free consultation2022
Founded
650+
Families served
5 yrs
Experience
Goal-first, always
Every recommendation traces to a goal you set — never a commission table.
Fees you can see
Plain-English disclosure of exactly how we're paid on every product.
One advisor, for years
A named advisor who knows your family — not a rotating queue.
Quarterly reviews
We rebalance and review every quarter, not just when markets fall.
What investors say
"Hello, I’m Dr. Roshani Gagde, a Diabetologist, and I’ve had the pleasure of working with Mayur Agarwal and his team at Makworth Finserv for managing my finances. “I was introduced..."
RG
Dr. Roshani Gagde
Doctor
Mobile app
Your whole portfolio,
in your pocket.
Track every investment, start or pause SIPs, review goal progress and connect with your wealth partner — all from one secure app. Built for India, with UPI Autopay and instant statements.
Biometric login
UPI Autopay
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4.8 average · 12,000+ ratings
Good evening
Investor
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
Start in 2 minutes
Your wealth journey honest question.
What do you really want from your money? Take our investor personality assessment. No email required to get started.