High growth
Long-Term Wealth
For 10+ year horizons
₹ 2,500
Min SIP
8
Funds
+18.4%
CAGR
AMFI-registered mutual fund distributorARN-63185Distributor, not an investment adviser
✦ AMFI-Registered Distributor · Serving families since 2009
Invest with clarity. Grow with
discipline.
Start with a free, no-obligation review of what you already own — then let goal-based planning and curated mutual fund baskets do the heavy lifting for the years ahead.
AMFI-registered MFD · ARN-63185
Portfolio Snapshot
₹48,20,540
▲ XIRR 13.2% since 2019
Risk Profile
Balanced Grower
Goal · Aarav's Education
72% funded
On track · SIP ₹18,000/month
What we do for you
Six ways to begin — most of them free.
Whether you're just starting out or sitting on a decade of scattered folios, there's a clear first step here for you.
Free
Portfolio Analysis
Upload your CAS and get a plain-English report on overlap, cost drag, laggards and gaps — within 24 hours.
Get my free reportFree
Risk Profiling
Eight honest questions to discover the investor you actually are — and the asset mix that lets you sleep at night.
Find my risk profileDigital Onboarding
PAN-based KYC check, bank verification and e-sign. Ten minutes, fully paperless, start your first SIP the same day.
Open an accountGoal Planning
Education, retirement, first home — we translate each dream into an inflation-aware monthly SIP you can actually keep.
Plan your goalBook a Consultation
Thirty unhurried minutes on phone, video or over chai at our office. No product pitch, just answers.
Curated Baskets
Ready-made fund combinations matched to your goals and risk profile — reviewed every quarter by our desk.
See the basketsGoal planningEvery rupee with a
Every rupee with a
purpose.
A ₹25 lakh dream today won't cost ₹25 lakh tomorrow. We translate each of life's milestones into an inflation-aware target — and a monthly SIP your household budget can actually keep.
- 1Name the goal.
Education, retirement, a home, a wedding — or simply wealth. - 2We price its future.
Inflation-adjusted, with honest return assumptions. - 3You start one SIP.
Mapped to a basket, tracked to the finish line — with annual step-ups.
Palmtree 12–15 yrsComfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
GraduationCap 20–30 yrsAnanya's higher studies
12 years · MBA in the US
Home 5–8 yrsDream home in Pune
5 years · 3 BHK · ₹ 1.8 Cr
Curated by Your company
Portfolios built with conviction.
Each basket is a hand-picked combination of 4–6 funds, mapped to a goal and a risk profile — and reviewed every quarter by our research desk.
About Sterling Wealth
Sterling Wealth turn savings into wealth.
17+
Years beside our
client families
client families
Our journey
From eleven families to twenty-four hundred.
2009
Founded in Gurugram with 11 client families and a conviction that advice should come before products.
2014
Crossed ₹50 Cr in assets under advice; launched our first goal-mapping framework for education and retirement.
2019
Went fully digital — paperless onboarding, online reviews, and our first NRI client families across three continents.
2026
2,400+ families, ₹640 Cr under advice, a research desk of six — and the same founder still taking client calls.
Advice before products
Every engagement starts with your goals and risk profile — never with a scheme brochure.
Radical transparency
Annual written disclosure of the commissions we earn on your investments. No surprises, ever.
One family, one advisor
You get a named advisor who knows your story — not a call-centre queue that knows your ticket number.
Through every cycle
We call you when markets fall — before you feel the need to call us. Behaviour is half the return.
“Wealth is not built in bull markets. It is built in the quiet decade when a family keeps its SIP running while everyone else panics. Our job is to be the steady voice in that decade.”
KP
KETAN G PATEL
Founder · ARN-66711
Client stories
Families who put a date on their dreams.
★★★★★
“Sterling wealth helped me create a structured investment plan that aligned perfectly with my financial goals. The advice was transparent, easy to understand, and the onboarding process was completely hassle-free....”
KM
Krishnakant M Patel
Family physician
★★★★★
“I have had a great experience with this investment platform. Over the years, Sterling's guidance and expertise have helped me build a strong and well-planned investment portfolio. His support has...”
SP
Shraddha Patel
Senior software developer,Ahmedabad
★★★★★
“I am writing to formally share my experience regarding the professional services provided by Shri Ketan bhai patel who operates as my mutual fund advisor. Over the course of our...”
MP
Moiz S Patrawala
Ex banker, Ahmedabad
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
- Smart alerts
Total portfolio
₹ 18,42,650
▲ +14.2% all time
Retirement68% ●
Child education41% ●
Your wealth journey begins with a single, honest question.
What do you really want from your money? Take our investor personality assessment. No email required to get started.
Take the assessment →Upload CAS instead
A named advisor — not a call centre — will reach out within one working day.
✦ AMFI-Registered Distributor · Serving families since 2009Analyse my portfolio