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Your money has enough responsibilities already.
Give your goals a place, too.
MILES WEALTH
What do you get?
Start with your life goals.
Build your portfolio around them.
01
We start by understanding YOU
Before we recommend anything, we listen: your income and expenses, your goals, who depends on you, how much risk you’re actually okay with, and what you’ve already saved. Your portfolio starts from your life, not from a standard template, and definitely not from another list of trending mutual funds.
02
Build a Personalised Portfolio
Your portfolio is built around your goals, your timelines and your comfort with risk, not around whatever is trending this month.
03
Built to stay put
Markets fall.
And it’s a part of investing. Your portfolio is chosen around your goals and how much risk you’re comfortable with, so a bad month or two, doesn’t have to change the plan.
04
Periodic Portfolio Review
Your investments deserve attention beyond the day you start. We don’t want you checking them every day, but we won’t let them go ignored either.
Your first review comes one year after your first investment, then every quarter.
Your month probably looks like this,
By the 1st, your salary is credited.
By the 5th, the rent's gone.
By the 10th, EMIs, groceries, utilities and cards.
By the 20th, you're checking your balance before you order dinner.
That's not bad planning.
That's just a normal month.
Saving never gets a turn because everything else is due first.
Why we're here
Most of us give our prime years to a salary that’s spent before we’ve decided anything.
One bad month or an emergency bill, and the budget cracks. The goals we care about stay just out of reach.
You don't need to become an investor to fix that.
You just need a sensible start, and someone to help you stay with it.
The month doesn't wait for your financial goals.
WHY US?
We understand that people come from all walks of life - doctors, developers, product managers, operations, sales, designers, and more.
You can’t be an expert at everything. That’s where we come in - helping you align your investments with your life goals.
01
We Are All Ears
Before we recommend anything, we listen - to your needs, starting from your income and expenses, your life goals, who depends on you, how much risk you're actually okay with, and what you've already saved. Your portfolio starts from your life, not a template.
02
Built on Data, Not Guesswork
Our in-house algorithm scans 45,000+ data points across 1,500+ mutual funds on 30+ metrics - not just past returns - to shortlist what's actually good, then tailors it for you.
03
A Track Record You Can Check
18 of our last 21 fund recommendations (over the past 24 months) have outperformed their benchmark. We'll always show you the number, not just claim it.
Who is it ideally for?
Miles Wealth may not be for you if:
• you enjoy picking funds yourself
• you want the lowest possible cost
• you’re an expert at finding the best funds for your needs
Direct plans are cheaper. If that’s your priority, use them, and we’ll still be glad you’re investing.
But if you pick funds based on past returns, friends’ suggestions, or random recommendations from Instagram and YouTube, give us a try.
But it’s ideally for you if,
You earn, but saving is difficult.
You have multiple financial goals.
You want to invest, but don't know where to start.
You're already investing, but aren't achieving your goals.
You'd rather have your investing planned around your life than around what's trending this month.
People come to us from every background:
doctors, developers, product managers, operations, sales, designers. You can't be an expert at everything, and you shouldn't have to be.
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