NISM Certified · Research-Led Investment Distribution

We don't just distribute investment products.
We research them.

Arya Alpha Capital is an AMFI-registered Mutual Fund Distributor and APMI-registered PMS Distributor, built around one question: what role does this investment play in your portfolio — and why does it deserve a place in it?

MUTUAL FUNDS  ·  PMS  ·  LONG-ONLY AIFs

₹1 Crore → ₹100 Crore: The First Crore Story

How ₹1 crore built by 30 can compound to ₹100 crore by 65 — and the two avoidable mistakes that stop most people from ever getting there.

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The Investment Landscape Has Changed

Investors today have access to more products than ever — mutual funds, PMS, AIFs, direct equities, alternative strategies. But more choice does not mean better decisions. The real question is not which product exists, but which strategy deserves a place in a specific portfolio, and why. At Arya Alpha, every recommendation begins with research and portfolio context — never with the product itself.

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A good investment is not necessarily the one with the highest recent return.

It is the one that

  • Has a clear, repeatable investment philosophy
  • Is managed by a capable, aligned team
  • Has a portfolio we genuinely understand
  • Offers an attractive risk-reward proposition

And that also

  • Adds a meaningful, defined role to the portfolio
  • Fits the investor's goals, horizon and risk capacity
  • Complements — not duplicates — existing holdings
  • Can be explained in plain terms, not jargon

Our objective is not to own more products. It is to own the right exposures.

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A disciplined, five-step process

01UNDERSTAND
→
02RESEARCH
→
03SELECT
→
04CONSTRUCT
→
05MONITOR

We start with the investor — goals, liquidity needs, horizon, existing portfolio and constraints. We evaluate strategies across people, process, portfolio, performance and risk; narrow the universe to what merits consideration; construct around portfolio fit rather than isolated merit; and continuously monitor whether the original investment thesis still holds.

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Different products. One portfolio framework.

Mutual Funds

  • Core asset allocation
  • Diversification
  • Goal-based investing
  • SIP and lump-sum solutions

PMS

  • Securities held directly in your own demat account — not pooled
  • SEBI-registered portfolio manager; minimum investment ₹50 lakh
  • Manager-led, typically concentrated portfolios
  • Full visibility into every underlying holding, not just a factsheet

Open-Ended Long-Only AIFs

  • PMS-like strategy, structured as a pooled fund — units, not direct stocks
  • SEBI Category III AIF; minimum investment ₹1 crore
  • Open-ended — subscribe and redeem anytime, no lock-in
  • vs. PMS: more efficient taxation, one consolidated statement
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Six dimensions, not just a factsheet

A factsheet is only the beginning of investment research. Every strategy is assessed across five dimensions, plus one question that matters more than any of them.

PeopleInvestment team, experience, track record, continuity, incentive alignment.
ProcessInvestment philosophy, research discipline, portfolio construction, repeatability.
PortfolioConcentration, sector and factor exposure, overlap, liquidity, position sizing.
PerformanceConsistency, attribution, benchmark comparison, drawdown behaviour.
RiskConcentration, volatility, drawdowns, liquidity, leverage, style/factor risk.
Portfolio FitWhat role does this investment play in the portfolio that already exists?

A strategy delivering 25% is not automatically better than one delivering 18%. Return tells us what happened — research helps us understand why, and whether it can happen again.

Public PMS/AIF leaderboards typically rank on short-term, pre-diligence absolute returns — a lens that favours the newest, smallest strategies rather than durable, repeatable ones. Our process is built to look past that lens.

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Built for investors who want a framework, not a pitch

  • Entrepreneurs — wealth tied to a business, needing structured diversification
  • Senior professionals — building wealth alongside demanding careers
  • Families — multiple goals, generations and liquidity needs
  • HNW investors — looking beyond conventional mutual-fund portfolios
  • New investors — wanting a framework, not product-driven advice
  • Family offices — seeking research-led, portfolio-level access
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Founder-led. Research-led. Product-agnostic.

  • Founder-led — direct access to the decision-maker, not a sales layer
  • Research-led — we understand the strategy, not just the returns
  • Portfolio-led — every investment evaluated in context, not isolation
  • Product-agnostic — the goal is the right solution, not a sale
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CA Paridhi Agrawal

Paridhi Agrawal, Founder of Arya Alpha Capital, is a Chartered Accountant and CFA Level II professional who brings an institutional pedigree to wealth distribution. She possesses 10+ years of experience across equity research and financial analysis as an alumna of Anand Rathi, KPMG, and Deloitte.

Alongside launching Arya Alpha Capital, she continues as a Partner at BOE Consulting — driving finance, investment research, and corporate fund decisions, while overseeing a substantial pool of assets under management. She also holds specialized NISM certifications in Mutual Fund (V-A) and PMS Distribution (XXIII-A).

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Simplify. Strengthen. Clarify. Construct. Stay Invested.

Simplify the universe. Strengthen the research. Clarify the risks. Construct with purpose. Stay invested with discipline.

MUTUAL FUNDS  |  PMS  |  LONG-ONLY AIFs
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Start With a Portfolio Conversation

A no-obligation review of your current holdings — what role each investment plays today, and where the gaps are. No product pitch on the first call.