Welcome to Funds and Folios, where we empower high-net-worth individuals, including NRIs/OCIs and residents new to the Indian market, to achieve their financial aspirations through our exclusive service, Funds and Folios.

At Funds and Folios, we understand that navigating the intricacies of investment can be daunting, especially when considering diverse financial backgrounds. That's why we specialize in personalized guidance, supporting families and individuals alike in shaping life goals and devising strategic plans to realize these aspirations. Whether securing your children's future, planning for retirement, or crafting tax-efficient investment strategies for NRIs/OCIs, our tailored approach ensures that every step aligns with your needs.

We take pride in our commitment to excellence and personalized service, ensuring our clients receive the utmost attention and care throughout their financial journey. Join us at Funds and Folios to embark on a path towards financial empowerment and secure, strategic investments tailored to your unique needs.

Dr. Kalyan K Pasumarthy, PhD, is our founder. He is a distinguished financial advisor and seasoned entrepreneur. As a CEO he had the experience of leading business attain the prestigious distinction of securing the highest credit rating in Finland. Dr. Pasumarthy's extensive expertise and visionary insights serve as the cornerstone of our strategies, meticulously crafted to optimize returns while prudently managing risks. With a wealth of experience in navigating complex financial landscapes, Dr. Pasumarthy's guidance ensures that each tailored plan aligns with our commitment to delivering exceptional value and security for our esteemed clients.

We offer our services as a SEBI registered entity with the following details - 
Registered name: Kalyan Kumar Pasumarthy
AMFI Regn: ARN-273701

Funds and Folios

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Funds and Folios

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