01
Mutual Funds
Equity, debt & hybrid across every AMC from one dashboard.
Your personal wealth desk
Wealth Creation, Wealth Maintenance and Wealth Distributionbuild wealth.
Personalised planning built around your goals, your risk profile and the decades ahead — guided by an advisor who actually knows your name.
Upload your CAS securely and get portfolio insights in seconds.
AMFI-registered MFD · ARN-158107256-bit TLS · data encryptedNo fee from you · the AMC pays our 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%
14 cities
850 Active Clients
₹ 91 Cr advised
850+ Families served
2039 Active SIPs
01 — Begin anywhere
Six places to .
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 startedBy New Edge Services
Explore curated investment baskets
Hand-built portfolios for every life stage, risk profile and ambition.
Get startedUp to 8.5% p.a.
Compare fixed deposit rates
Partner-issuer FDs side-by-side — often well above your bank, same safety.
Get startedFree
Talk to a partner
Book a free consultation
Sit down with a New Edge Services partner to map your goals, risk and next steps. No obligation.
Book now02 — What we offer
Every market, one relationship.
From your first SIP to global equities and private credit — without juggling a dozen apps or a dozen advisors.
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 — nice to be noticed.
2025
Top MFD — North Region
AMFI Distributor Excellence, by net SIP inflows.
2024
Best Client Retention
Recognised for 96% annual client retention.
2023
SIP Champion of the Year
By a leading AMC, for systematic-investing growth.
2022
Rising Distributor
Karnataka chapter, early-growth recognition.
As featured & partnered with
Economic TimesMintFinancial ExpressCafemutual
03 — Curated portfolios
Portfolios built with conviction.
Each basket is researched, rebalanced and reviewed by our team every quarter. Invest with clarity, not noise.
Returns shown are illustrative past performance and do not guarantee future results. Mutual fund investments are subject to market risk; read all scheme-related documents carefully.
Conservative
Steady Compounder
Capital preservation with steady, inflation-beating growth.
3Y CAGR · illustrative
9.8%
35% equity
from ₹2,500/mo
Steady Compounder
Capital preservation with steady, inflation-beating growth.
Risk
Conservative
Min SIP
₹2,500/mo
ModerateMost popular
Balanced Horizon
An all-weather core for goals 5–10 years away.
3Y CAGR · illustrative
12.4%
60% equity
from ₹5,000/mo
Aggressive
Growth Catalyst
Maximum long-term compounding for goals 10+ years out.
3Y CAGR · illustrative
15.1%
85% equity
from ₹10,000/mo
Growth Catalyst
Maximum long-term compounding for goals 10+ years out.
Risk
Aggressive
Min SIP
₹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
₹33.25 Cr
Total
₹35.05 Cr
Projected value in 30 years
₹35.05 Cr
at an assumed 12% p.a. · illustrative
+33.25 Cr of growth
InvestedGrowth
06 — Goal-based investing
Every rupee, pointed at a life you choose.
We translate your goals into an inflation-adjusted number and the monthly SIP that gets you there.
- Inflation-adjusted targets, not round guesses
- The exact monthly SIP for each goal
- A live “goal health” score, reviewed quarterly
Illustrative example
Retirement at 55
On track · ₹3.0 Cr target
Child's education
On track · ₹50 L target
Home purchase
Behind · step up SIP by ₹6,000/mo
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
CAMS CAS KFintech CAS NSDL CAS
08 — The people behind it
Wealth is personal. care about your money.
1. We create fact finding sheet of clients ( understanding their financial scenario and goals) 2. Recommending funds that match their goal while also considering their financial position. 3. Client review every 6 months. 4. Other back office services also available like KYC, pan card services, insurance services, etc
Mr. Dheeraj Sonaikar
Founder · AMFI Registered Mutual Fund Distributor (MFD) · 20+ years in Financial Markets years
Dheeraj is a strategic finance professional and entrepreneur based in Pune, with over two decades of industry & market experience. He has deep understanding of investment vehicles, wealth management, and risk mitigation strategies.
Top 100 MFDs in India
Cafemutual Awards · 2024
Same-day responses
Avg. first reply under 3 hours
96% families stay
Retention across 10+ years
09 — Why we started
We look after your money like it's family.
While doing MBA, Dheeraj's most core interest area was Financial Market & Industrial Marketing. After working there for 8 years decided to get out of the E (Employee) quadrant and enter into the S (Self-Employed) quadrant in 2014 when Dheeraj founded NES (New Edge Services).
““Success is measured by how much closer our clients are to achieving their financial goals.””
Book a free consultation2014
Founded in Pune
850+
Families served
₹ 91 Cr
AUM distributed
20+ years
Average client tenure 7+
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.
10 — In their words
“For the first time I understand where my money is and why.”
RS
Rahul S.
Software architect · Bengaluru
New Edge Services on mobile
Your whole portfolio,
New Edge Services
Wylth app is designed to help investors track their MF investments. This app includes reports like SIP, STP, capital gain report, transaction statements, etc.
Biometric login
UPI Autopay
Smart alerts
4.8 average · 12,000+ ratings
Good evening
Investor
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
11 — Start in 2 minutes
Your wealth journey begins with one honest question.
What do you really want from your money? Take the 2-minute investor assessment — no email needed to start.