Discover Hidden Problems in your Mutual Funds
We identify and monitor underperformance in your portfolio 24✗7
How it works
Bharosa's technology continously analyses every single transaction in your portfolio, revealing issues you would never uncover yourself
Track Underperforming Funds
See personalised benchmarks that help you understand which funds are not doing their job
Detect Hidden Fees
Find out how much you have paid your advisors in commissions and if they delivered value
Underperforming Bets
Identify over exposures in your portfolio and discover if they are helping or hurting
Tax-Efficient Exit Strategies
Discover if moving out of problematic funds is tax efficient or not
How are we different?
Bharosa is fully independent, earning only from customers.
- We are on your side
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We earn our money from you. Not from selling your data. Not the mutual fund companies. You.
- Privacy. Your data stays yours.
- Truth. Our insights are all data backed. We show you the facts.
- Transparent. No hidden agendas, no subtle pressure, etc.
- Insights is our focus
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Our entire focus is giving you world-class insights designed to help you make better decisions.
- Depth. Deeper insights than you'll find anywhere else.
- Improve. Data that will help you make better decisions over time.
- No Gimmicks. No annoying upsell calls, where we try to sell you anything.
- Not Advice. Empowerment.
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We help you gain control of your life savings. Our tools make it possible to understand your portfolio deeper than ever before.
- Objective. Less reliance on “experts” that may have hidden agendas.
- Confidence. More confidence and knowledge about what's going on with your life savings.
- Facts. You'll make better quality decisions, guided by the facts.
Experience the Bharosa Effect
See how Bharosa has improved investment outcomes for investors like you
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15%
Expense reduction over 18 months
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1.42%
Performance improvement of IRR vs. market
⏳
1hr
Time you need to invest every month
Hear from our members
Real investors. Real insights. Real impact.
“Bharosa helped me simplify and improve my portfolio, lower my fees and have more informed conversations with my advisor.”
“For a novice investor like me, Bharosa is no less than a revolution in portfolio management.”
“I feel more confident than ever that my portfolio is on track.”
“This team truly understands what matters in investing.”
“I used Bharosa to realise that a simple mutual fund portfolio was better than my PMS.”
“The team at Bharosa is hitting all the right notes, when it comes to re-imagining investments.”
“Bharosa insights have helped me make better decisions and feel very comfortable with my portfolio.”
Frequently asked questions
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Once you sign up, you can import your mutual fund portfolio securely within minutes. Our analytics engine will then analyse your portfolio against multiple parameters including historical performance, fund manager decisions, expense ratios, and sector allocations to identify underperforming assets and potential issues.
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Absolutely! We take data security extremely seriously. Our system is designed for analysis only - we can't make transactions or changes to your accounts. We analyse over 2000+ Cr of investments daily and use bank-level encryption to protect your information. We never share or sell your data to third parties.
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While traditional advisors may have incentives to recommend certain products, Bharosa provides completely unbiased analysis. We don't sell any financial products or earn commissions, so our only goal is to show you the truth about your investments. We're a complementary service that helps you verify if your advisor's recommendations are truly in your best interest.
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Not at all! We've designed our insights to be clear and actionable for investors of all experience levels. Our visual dashboard highlights issues in plain language, and we provide explanations for all our findings. Many of our members use Bharosa specifically because they want to make better investment decisions without becoming experts themselves.
Still have questions?
Can't find the answers you're looking for? Please chat with our friendly team.
Join Bharosa and see the difference yourself
2000+ Cr. worth of portfolios analysed 🚀
Disclaimer: The Mutual Fund company logos used throughout the page are just for illustrative purposes