Why we exist
Most Indian investors hold a tangle of mutual fund folios, a demat account at one broker, an LIC policy from a relative, a flat in a tier-3 city, and a few stocks someone recommended at a wedding. Each piece was sold by someone earning a commission. None of it was bought as part of a plan.
Peculiex unifies the investing surface — eight asset classes, one dashboard — and changes the business model. We earn a flat advisory fee from you, and nothing from product manufacturers. Ever. Our incentives match yours, by design.
What we believe
- Curation beats access. India has 1,500 mutual fund schemes and 300+ unlisted offers. The win isn't more choice — it's the right shortlist.
- Advice should be paid for, openly. An advisor who earns from a commission cannot ever fully be on your side. We take the kickbacks off the table.
- Tools should be opinionated. Calculators, dashboards, and research notes should help you decide — not just visualise.
- Compliance is a feature, not a hurdle. SEBI-registered, RBI-rail settlements, demat in your name, audit trail you can pull at any time.
Where we are
- Founded in 2024 in Mumbai, India.
- SEBI Registered Investment Adviser (RIA: INA000099999).
- 4,000+ active investors, ₹450 Cr+ in assets advised.
- A team of 28 — engineers, advisors, and a research desk that has covered Indian markets through three boom-bust cycles.
How we work with you
Every investor is paired with a SEBI-registered advisor based on goals, time horizon, and portfolio size. You'll get one human as your point of contact — reachable on WhatsApp, email, or a scheduled call — backed by a research desk and an operations team that handles the paperwork.
We do quarterly portfolio reviews on the calendar, and ad-hoc reviews whenever there's a market event or a personal one. The goal is steady, boring compounding — and the discipline to ride out the rough quarters.
What we don't do
- Sell ULIPs, endowment plans, or any product that mixes insurance with investing.
- Take commissions or revenue-share from AMCs, brokers, or insurers.
- Push F&O speculation, intraday tips, or "get-rich" schemes.
- Promise specific returns. We promise process and transparency.
Our regulators
We work within the framework set by SEBI (Investment Adviser and Research Analyst regulations), RBI (banking rails), and IRDAI (insurance distribution). Disputes can be raised through our grievance redressal process, with escalation to the SEBI SCORES portal at every stage.
If our values match yours, we'd love to work with you. Get started in five minutes →