Start with the investor
We begin with your goals, time horizon, existing holdings and ability to stay invested through difficult markets.
Research-led investment distribution
Research before recommendation.Goals before products.
Satyarth Capital is being built for investors who want each portfolio decision to be researched, explained and connected to a real financial goal.
Clarity over complexity
Suitability over selling
Process over prediction
Long-term over noise
Why Satyarth
A portfolio should have a reason, not just a collection of funds.
Most portfolios do not fail because they lack products. They fail because products accumulate without a clear job, risks are not measured together, and recommendations are rarely revisited.
Our role is to bring discipline to that process: understand the investor, examine the current portfolio, research suitable alternatives and document the reasoning in plain language.
What we offer
Focused at launch. Built to expand responsibly.
Core offering
Mutual Funds
Goal-aligned portfolios across equity, debt and hybrid categories, selected through a repeatable research framework.↗For sophisticated investors
Specialised Investment Funds
A structured assessment of strategy, risk and suitability before any higher-complexity allocation is considered.↗Independent starting point
Portfolio Review
A clear diagnosis of overlap, concentration, risk mismatch and holdings that no longer serve the investor's goals.↗Mutual fund and SIF distribution will commence only after the applicable registrations and empanelments are completed. PMS and AIF access may be introduced later through appropriately registered partners.
Our investment philosophy
Research is not a report. It is a filter for better decisions.
Explore the full approachResearch before selection
Products are evaluated for portfolio fit, process, risk, consistency, costs and the role they are expected to play.
Explain every decision
You should know what you own, why you own it, what could go wrong and when the original rationale needs to be reviewed.
FOUNDER · SATYARTH CAPITALBuilt from an equity research mindset
Independent thinking, translated for real investors.
Satyarth Capital is founded by Yash Naik, an equity research professional who has cleared all three levels of the CFA Program and holds relevant NISM certifications. He completed his B.Tech in Information Technology from DDIT, Nadiad. His experience spans fundamental company research, portfolio tracking and investment evaluation.
The firm is designed around a simple belief: the investor should understand the logic, trade-offs and risks behind every recommendation.
Read the founder storyA useful first conversation
Find out what your current portfolio is actually doing.
We review fund overlap, category mix, concentration, risk level, cost and alignment with your goals. You receive a clear starting diagnosis, without pressure to move every investment.
Request your portfolio review