Trusted by 430+ Families Across the Globe
Your Money, Working Always.
Reliable investment services to manage your hard earned money. At Shakya Ventures, you focus on your life — we ensure your money compounds, even while you sleep.
Across the Globe
Management
Performance
Referrals
What We Offer
Comprehensive Investment Solutions
Every financial instrument, one trusted advisor. We bring product depth and personal attention to every client relationship.
IPO investing offers you early access to companies before they list on the exchanges. We guide you through application, allotment strategy, and post-listing decisions — ensuring you never miss a quality IPO and always apply with the right strategy.
| Risk Level | Moderate to High |
| Horizon | Short to Medium Term |
| Minimum | ₹15,000 (1 lot approx.) |
| Returns | Listing gains + long-term upside |
| Support | End-to-end application assistance |
Mutual Funds are the most efficient vehicle for wealth creation for most investors. Whether you prefer SIP discipline or lump-sum investing, equity, debt, or hybrid — we design a fund portfolio tailored to your goals, risk tolerance, and tax situation.
| Type | Equity, Debt, Hybrid, ELSS |
| SIP Starting | ₹500/month |
| Horizon | 3 to 15+ years |
| Tax Benefit | ELSS up to ₹1.5L deduction |
| Monitoring | Quarterly review & rebalancing |
A Demat account is your gateway to the stock market. We help you open, set up, and use your Demat account correctly — and more importantly, we ensure you invest through it wisely, with a curated equity portfolio designed around your financial goals.
| Account Type | Individual / Corporate / NRI |
| Setup Time | 24-48 hours (digital KYC) |
| Instruments | Stocks, ETFs, Bonds, IPOs |
| Advisory | Ongoing stock recommendations |
| Support | Single point of contact always |
Portfolio Management Services (PMS) offer a personalized investment strategy for high-net-worth individuals. Your portfolio is actively managed by professional fund managers, with complete transparency and a customized approach aligned to your specific return expectations and risk appetite.
| Minimum Investment | ₹50 Lakhs (SEBI mandated) |
| Management | Active, discretionary |
| Transparency | Direct holding in your name |
| Reporting | Monthly detailed statements |
| Target Returns | 15-25% CAGR (varies by strategy) |
Alternate Investment Funds (AIFs) provide access to sophisticated investment strategies — private equity, hedge funds, real estate funds, and venture capital — previously available only to institutional investors. We curate AIF opportunities suited to your portfolio diversification needs.
| Minimum | ₹1 Crore (SEBI minimum) |
| Categories | Cat I, II & III AIFs |
| Lock-in | 3-7 years typically |
| Target Returns | 18-30% IRR (strategy dependent) |
| Investors | HNIs, Family Offices, Corporates |
Fixed Deposits remain a cornerstone of conservative wealth preservation. We help you access the best FD rates across banks and NBFCs, ladder your deposits intelligently for liquidity management, and ensure your capital is always in safe, high-rated institutions.
| Issuers | Scheduled Banks, AAA NBFCs |
| Tenure | 7 days to 10 years |
| Current Rates | 7.25% – 8.50% p.a. |
| Safety | DICGC insured up to ₹5L |
| Interest | Monthly, Quarterly, or at Maturity |
Debentures and bonds offer predictable income streams with potentially higher yields than FDs. We provide access to listed NCDs (Non-Convertible Debentures) and government bonds from creditworthy issuers, helping you build a stable fixed-income portfolio.
| Types | NCDs, G-Secs, Corporate Bonds |
| Yields | 7% – 11% p.a. depending on rating |
| Liquidity | Listed on NSE/BSE (tradeable) |
| Minimum | ₹10,000 per NCD |
| Safety | SEBI regulated, rated by CRAs |
Plan Your Future
SIP Returns Calculator
See how disciplined monthly investing compounds over time. Small steps today, financial freedom tomorrow.
Past performance is not indicative of future returns. This calculator is for illustrative purposes only. Please consult Kumar Gaurav Shakya for a personalised investment plan.
Our Story
A Decade of Trust
Shakya Ventures was founded with a single conviction: that most investors deserve better than a salesperson in advisor's clothing. Over 11 years, we have built our practice entirely on trust, transparency, and outcomes — not commissions.
We serve families, business owners, and corporate clients across Bangalore and globally. Our clients include Chartered Accountants, entrepreneurs, and professionals who value sophisticated, unbiased advice.
"One of our clients, a successful business owner, was generating strong profits but couldn't make his money work. We assessed his goals and invested in equities and mutual funds. Seven years on, his portfolio generates over ₹25 Lakhs passively every year — while he focuses entirely on his business."
At Shakya Ventures, we ensure you focus on your core activities while we ensure money keeps compounding — even when you sleep. This is the promise we keep for every one of our 430+ client families.
| 01 | Client Centric ApproachYour goals, not products, drive every recommendation. |
| 02 | Customized StrategyNo two portfolios are alike. Every plan is built for you. |
| 03 | Product KnowledgeDeep expertise across all asset classes and instruments. |
| 04 | One Point of Contact — For LifeKumar Gaurav remains your advisor throughout the journey. No transfers, no handoffs, no starting over. |
How We Work
Your Journey with Us
From the first conversation to a thriving portfolio — a clear, transparent process with no surprises.
Client Stories
What Our Clients Say
95% of our new business comes through referrals. Here is why.
Trusted By
Notable Client Organisations
Real Outcomes
Success Stories
Numbers tell you what happened. Stories tell you why it matters. Here are two journeys where steady advice changed everything.
A successful business owner came to us with a common but costly problem — strong cash flows, but no financial strategy. Year after year, profits were being generated, but money wasn't growing. It was sitting idle or being reinvested without a plan.
We assessed his objectives, cash flow cycles, and risk tolerance. Then we built a disciplined investment plan across direct equities and mutual funds — structured around his business income patterns so he never felt the pinch of investing.
Seven years on, the discipline has compounded into something remarkable. His portfolio now generates over ₹25 Lakhs annually — passively. He runs his business actively. His money runs parallel to it, silently compounding.
He no longer thinks about money growing. He thinks about his business growing. That's exactly how it should be.
A Partner at a leading consulting firm was referred to us by his Chartered Accountant. His frustration was painfully familiar among HNIs: he had multiple Relationship Managers from different banks — each one promising personalised service, each one transferred or resigning within two years.
Every time an RM left, the relationship reset. New face, new pitch, same products. His investment history had to be re-explained. His preferences, re-established. His trust, re-earned. It was exhausting.
HNIs don't change wealth managers lightly. They shouldn't have to change at all.
We became his single point of contact — across PMS, AIFs, and other instruments — with no allegiance to any fund house, only to his financial goals. Six years later, he hasn't needed to start over once. His portfolio has grown. So has his trust. And so has his network of referrals from within his own professional circle.
These are real client journeys, shared with permission. Names and identifying details kept private to protect client confidentiality.
Financial Literacy
Investment Insights
Knowledge is the first step to financial independence. Our curated articles help you make better money decisions.
Who We Serve Best
Is Shakya Ventures Right for You?
We are selective because we are thorough. We work best with clients who value a long-term relationship over a quick transaction.
The Honest Comparison
Shakya Ventures vs. Your Bank RM vs. Large Broker
Most investors don't realise the structural conflict of interest built into bank and large broker models. Here's the honest picture.
| ✦ Shakya Ventures | Bank RM | Large Broker / App | |
|---|---|---|---|
| Advisor continuity | Same advisor — always | RM changes every 2–3 yrs | No personal advisor |
| Conflict of interest | None — client goals first | Sells bank's own products | Revenue from brokerage & ads |
| Fund house independence | 100% unbiased | Tied to bank's AMC | Partial |
| Investment range | IPO, MF, PMS, AIF, FD, NCD | MF, FD, Insurance | MF, Stocks only |
| Personalised planning | Deep, customised | Template-driven | Algorithm-based |
| Relationship model | One-to-one, lifelong | Volume-managed portfolio | Self-serve |
| Referral track record | 95% new business via referrals | — | — |
| Certification | NISM Certified, AMFI Registered | NISM Certified | SEBI Registered |
This comparison is based on typical industry structures and is intended to be informative, not disparaging of other professionals. Your specific bank RM or broker experience may vary.
Questions & Answers
Frequently Asked Questions
Everything you'd want to know before starting your journey with us. If your question isn't here, call us — we answer directly.
Get in Touch
Begin Your Financial Journey
No obligations. No sales pressure. Just an honest conversation about your money and your goals. Let Kumar Gaurav Shakya be your one point of contact through the entire journey.
Every inquiry is personally handled by Kumar Gaurav Shakya. You will never be passed to a junior or a call center. One advisor. Complete accountability. Always.