About Stack Wealth

Stack Wealth is a personalised investment platform designed to give users a personalised investment experience. We offer hassle-free mutual fund investments with expert strategies, and potential returns of up to 18% p.a. Stack is a Y Combinator-backed startup on a mission to make private wealth experience accessible to India's emerging affluent. It is backed by world-class investors, including funds like Y Combinator, Harvard Management, and Goodwater Capital, as well as eminent individuals, including Kunal Shah (Cred) and Tanuj Shori (Squareyards).

We seek to disrupt the wealth management industry with our unconventional, asymmetrical approach to helping people realise their financial dreams. We are looking for a rockstar go-getter who will work closely with Stack's founders and top leadership team to help spearhead the company’s growth trajectory and build a talented sales and client relations team that will take care of all the financial needs of Stack’s clients.

Our innovative approach includes portfolio rebalancing based on market conditions and Dynamic SIP (Systematic Investment Plan) recommendations created to maximise your investment returns. Stack Wealth offers VAULT, a unique feature that provides users with a personalised, objective-based investment plan, helping them achieve their financial goals.

Stack Wealth’s Mission

We aim to provide investors with deserved access to world-class investing strategies, helping them reach their full potential. Stack’s mission is to empower individuals to achieve financial independence through mutual fund portfolios, SIPs, and services designed to optimise returns and simplify investing.

Our Goal

We aim to take your wealth to new heights by providing the expert financial guidance, innovative investment strategies, and support at every stage of your financial journey. Whether you are just starting, looking to make your first investment, or seeking to optimise an established portfolio, Stack Wealth ensures your financial success. Let us help you achieve your financial goals and reach new levels of prosperity.

What Stack Wealth Offers?

Invest in top mutual funds with Stack Wealth through SIP or lump-sum investments to capitalise on market trends. A stack is a personalised mutual fund portfolio that includes mutual funds from various sectors and strategies. Whether you're a cautious investor or seeking higher returns, our expertly designed stacks provide the perfect balance to meet your needs.

Below are personalised portfolios designed to match your unique financial goals and risk tolerance. They will help you achieve optimal investment growth and security.

1. Flexicap Mutual Funds

This Flexicap Mutual Funds includes funds that invest in companies with various market capitalisations across multiple industries and have achieved a 1-year compound annual growth rate (CAGR) of 43.13%, outperforming the benchmark at 39.05% within 3-5 years.

2. Large and Midcap Funds

This is a collection of well-established large-cap and mid-cap companies with a history of consistent financial performance. The portfolio has achieved a 1-year compound annual growth rate (CAGR) of 42.94%, outperforming the benchmark at 37.85% within 3-5 years.

3. Passive Funds

A quantitative investment strategy that identifies stocks with characteristics associated with higher returns, such as low volatility, high momentum, or low valuation. The Passive Funds portfolio achieved a 1-year compound annual growth rate (CAGR) of 39.28%, outperforming the benchmark at 33.67% within 3-5 years.

4. Value Investing

It is a long-term investment strategy that invests in undervalued companies with solid fundamentals and has achieved a 3-year compound annual growth rate (CAGR) of 33.08%, outperforming the benchmark of 25.37% within 3-5 years as considered as value Investing.

5. Infrastructure Mutual Funds

These Infrastructure funds are designed for investors seeking high-growth opportunities in Indian infrastructure, such as roads, railways, ports, and power. The portfolio achieved a 3-year compound annual growth rate (CAGR) of 40.43%, outperforming the benchmark of 25.37% within 3-5 years.

6. Manufacturing Mutual Funds

A portfolio of manufacturing funds poised to benefit from India’s upcoming manufacturing, technological and industrial revolution has achieved a 1-year compound annual growth rate (CAGR) of 22.94%, outperforming the benchmark of 25.37% within 3-5 years.

7. Gold Mutual Funds

Commodities that diversify your portfolio and reduce overall risk, such as these precious metals, correlate poorly with other asset classes. This gold mutual funds portfolio achieved a 1-year CAGR of 15.5%, outperforming the benchmark of 0.0% within 3-5 years.

8. International Mutual Funds

An International Mutual Funds portfolio of leading global companies for investors looking to diversify internationally achieved a 1-year compound annual growth rate (CAGR) of 42.03%, outperforming the benchmark of 39.05% within a time horizon of 3-5 years.

9. Consumption Sector Mutual funds

A portfolio of stocks across a range of industries, including consumer goods, retail, and entertainment, poised to benefit from India’s growing consumer market, achieved a 1-year compound annual growth rate (CAGR) of 30.32%, outperforming the benchmark of 39.05% within 3-5 years period.

10. Small Cap Mutual Funds

A portfolio of small-cap mutual funds with the potential for high growth and higher returns has achieved a 3-year compound annual growth rate (CAGR) of 37.14%, outperforming the benchmark of 25.37% within 3-5 years.

11. Sharia Mutual Funds

Sharia Mutual Funds adheres to the strict rules of Shariah Law. With a time horizon of 3-5 years, the portfolio achieved a 3-year compound annual growth rate (CAGR) of 20.42%, outperforming the benchmark of 23.35%.

12. Long-Term Debt

The long term debt portfolio, which uses a strategic fixed-income investment plan focused on high-quality, high-duration bonds, achieved a 1-year CAGR of 8.29%, slightly underperforming its benchmark of 9.31% over a 1-2-year period.

13. ELSS Tax Saving

1Y CAGR: 34.52% Benchmark: 23.35% within more than three years. Invest in equities with the benefits of capital appreciation and tax savings by availing of the benefits under section 80C.

14. Top Returns Mutual Funds

The portfolio incorporates active and passive funds and emerging sectors designed to pursue aggressive growth opportunities. It achieved a 1-year compound annual growth rate (CAGR) of 34.49%, outperforming the benchmark of 18.48% within a 3-5-year period.

15. Banking Sector Mutual Funds

A diversified banking sector funds portfolio which has achieved a 1-year compound annual growth rate (CAGR) of 28.01%, outperforming the benchmark of 20.08% within a time horizon of 3-5 years. It is for investors looking for a high-growth investment while participating in the growth of the Indian economy.

16. Pharma Sector Mutual Funds

A pharma and healthcare-focused sector fund seeking exposure to domestic and global healthcare (up to 25%) stocks has achieved a 1-year compound annual growth rate (CAGR) of 53.78%, outperforming the benchmark of 58.59% within 3-5 years.

17. Retirement Planning

A dynamically diversified portfolio incorporating active and passive funds has achieved a 1-year compound annual growth rate (CAGR) of 44.02%, outperforming the benchmark of 18.48% within 3-5 years.

Popular Mutual Funds on Stack Wealth

Popular Opportunities on Stack Wealth

Popular Finance Calculators on Stack Wealth

Popular Blogs on Stack Wealth

Services We Offer at Stack Wealth

SIP Investments

SIP investment is a disciplined investment method by which mutual funds allow investors to invest a fixed amount of money regularly. The benefits of choosing SIP investments are they encourage regular savings, reduce timing risks, and help you benefit from rupee-cost averaging.

Tax Saving Mutual Funds

Equity-linked Savings Schemes (ELSS) are tax-saving mutual funds with a lock-in period that offer tax exemption from yearly taxable income under Section 80C of the Income Tax Act. These funds primarily invest in equities. The perks of choosing these tax-saving mutual funds are that they help save taxes and invest in equities for potential long-term growth.

High Returns Mutual Funds

These funds are strategically designed to yield higher returns than other investment options by regularly investing in high-growth stocks, sectors, or themes. Additionally, investing in high-return mutual funds offers diversification benefits and the chance for higher returns.

Fixed Income Funds

Fixed-income funds are mutual fund schemes that invest in debt securities like debentures, bonds, and commercial papers, yielding guaranteed investment returns. They are beneficial because they have relatively low risk and liquidity and generate regular income.

Retirement Planning

A retirement mutual fund enables investors to secure their financial future after retirement through savings, investments, and income-generation techniques. Retirement planning ensures a steady income stream, provides financial independence during retirement and helps maintain a lifestyle after retirement.

Why Choose Stack Wealth?

Our wealth team consists of professionals managing ₹1,600+ Crore for over 1 lakh investors for 25 years. We make investing for beginners easier with the following:

1. Expert Management: Our dedicated wealth managers are committed to helping clients achieve maximum investment returns.

2. Multi-Asset Portfolios: Invest in equity, debt, gold, and silver.

3. Portfolio Review & Planning: Track and optimise your investments with Stack Vault.

4. Personalised Financial Management: Customised plans based on your income and goals.

5. Real-time Tracking: Monitor your portfolio with monthly performance reports.

6. No Fees, No Commissions: Transparent and commission-free service.

How to Invest with Stack Wealth?

Step 1: Download the App

For Android Users:

Go to the Google Play Store on your Android device. Type “Stack Wealth” in the search bar and look for our app. Once you find it, click the Install button to download it.

For Apple Users:

Go to the App Store on your iPhone or iPad. In the search field, type “Stack Wealth.” When you see our app in the results, tap the Get button to download and install it.

Step 2: Sign Up

Open the Stack Wealth app on your device and tap the Sign Up button. The app will take you to create an account using your email address or mobile number. Follow the on-screen instructions to set up your account, including creating a secure password.

Step 3: Answer a Few Questions

We'll ask you to answer a few simple questions to help us tailor your investment portfolio to your specific needs and preferences. These questions cover your financial goals, risk tolerance, and investment timeline. Be honest and thorough in your responses to ensure the best-personalised experience.

Step 4: Complete Your KYC

We require all users to complete a Know Your Customer (KYC) process for compliance and security purposes. This step involves providing personal information and verifying your identity. You may need to upload a government-issued ID and proof of address. Follow the instructions in the app to complete this step smoothly.

Step 5: Select Your Portfolio

Once your KYC is approved, you can access a range of investment portfolios designed to meet various financial goals and risk levels. Browse the available options and select a portfolio that aligns with your objectives. Our expert advisors crafted each portfolio to optimise returns while managing risk.

Step 6: Start Investing

Systematic Investment Plan (SIP):

You can set up a systematic investment plan (SIP) if you prefer regular, disciplined investing. Please choose the amount you want to invest periodically (monthly, quarterly, etc.). The app will automatically deduct this amount from your linked bank account and invest it in your chosen portfolio.

One-Time Investment:

You can make a lump-sum investment if you have a large amount you'd like to invest. Select the amount you wish to invest, and the app will process your investment in the selected portfolio.

Final Steps

After setting up your investment, sit back and watch your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also make adjustments to your investments or withdraw funds as needed.

Is Your Money Safe with Stack Wealth?

Absolutely! Stack Wealth is a secure mutual fund investment app designed to protect your investments and personal data. Here's how we ensure your money's safety:

Registered and Regulated: Stack Wealth is registered with AMFI (Association of Mutual Funds in India) and SEBI (Securities and Exchange Board of India), ensuring compliance with the highest industry standards.

No Additional Fees: We do not charge any additional investment, advisory, or profit-sharing fees. Your investments are directly placed in AMC (Asset Management Company) fund houses, and we earn a commission directly from the fund house. This ensures you get the best returns without hidden costs.

Bank-Grade Security: Your data is protected with bank-grade TLS encryption and Multi-Factor Authentication (MFA), safeguarding sensitive information from unauthorised access.

Data Privacy: We prioritise your privacy. Your confidential data is not shared with third-party apps, and we provide 100% transparency with detailed reports and updates on your investments.

Transparent and Trustworthy: We offer detailed reports and regular updates, ensuring you have complete visibility into your investments and can confidently make informed decisions.

With Stack Wealth, you can invest with peace of mind, knowing your money and data are safe.

Need Assistance? Reach out at support@stackwealth.in.

Find “Stack Wealth” on Instagram, X, LinkedIn, and YouTube.

StackFin Technology Private Limited CIN number: U72900KA2021PTC148977
Invacia Labs Private Limited CIN number: U72900HR2019PTC080074
ARN Number: 171554

Corporate Office: 1st Floor, Sri Varu Plaza, 1779, 19th Main Rd, Vanganahalli, 1st Sector, HSR Layout, Bengaluru, Karnataka 560102, Contact no. : +91 88848 87900

Disclaimer: Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing your wealth. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a mutual fund or designing a portfolio that suits your needs.

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It’s Time to Grow Your Wealth