MSherpa is a fintech platform simplifying and enhancing the way individuals and families invest. It acts as a digital intermediary, connecting investors with regulated investment products such as Mutual Funds, Systematic Investment Frameworks (SIFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) through personalized, technology-driven solutions.

The platform aligns investor goals, risk profiles, and liquidity needs using intelligent analytics for optimal asset allocation and performance tracking. Investors can start via SIP or lumpsum, monitor their portfolios digitally, and benefit from dynamic withdrawal strategies designed to enhance long-term wealth creation.

Its flagship initiative, “Invest Today, Spend Tomorrow,” promotes disciplined, goal-based investing—encouraging users to fund aspirations like travel, education, or fitness by investing first rather than borrowing.

The company currently manages an AUM of over ₹4 Crores across ~100 clients globally, leveraging the founder’s 20+ years of experience with leading financial institutions such as Geojit, Deutsche Bank, Sungard, JP Morgan, RBS, Envestnet, and others.

With a focus on financial inclusion, innovation, and investor education, MSherpa aims to make professional-grade wealth management accessible, data-driven, and impactful for investors from all walks of life.