A more considered way to build wealth.
Takapoisa builds written plans around your goals, your horizon and what you can actually sustain then stays to service them.
- ARN-160311
- EUIN E296420
- No fee from you - the AMC pays trail commission
- *Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
If you invested
₹25,000 a month
₹2.50 Cr
after 20 years at 12% a year
- You put in
- ₹60.0 L
- Compounding adds
- ₹1.90 Cr
Not a projection. Change the assumptions yourself and watch the answer move.
Open the calculator- 10 years
- In financial services
- 160+
- Investors we look after
- 96
- Happy Families
What we do
Places to start your journey.
No account needed to look. Explore what fits, and we step in when you are ready.
Mutual funds
Onboarding, suitability, scheme selection, execution, and the monitoring and service that follow — the whole of what an AMFI-registered distributor does, not just the transaction.
Insurance
Protection planning, policy servicing, claims assistance, renewals and periodic reviews of cover — considerably more than the sale of a policy.
Corporate bonds
Debt securities issued by corporations. When you buy these bonds you lend money to the issuing company, in exchange for periodic interest payments and the return of the principal amount at maturity.
Fixed deposits
Still the most popular investment option in India — the RBI's report on household savings puts 56% of household financial assets in bank FDs. Corporate fixed deposits are term deposits like bank FDs, but offered by non-banking financial companies rather than banks.
Market Linked Debentures
Non convertible debentures whose returns are not fixed but linked to an underlying market index, paid out in one amount on maturity rather than as periodic interest.
- No obligationBook a call
Not sure which of these you need?
That is what the first conversation is for. Bring the question, not a product.
Goal planning
Every rupee with a purpose.
We work backwards from the date the money is needed. The horizon decides the portfolio — not the product of the month.
Retire without a pay cut
25years away
A corpus sized to your real expenses, indexed for inflation, drawn down in a sequence that survives a bad first decade.
Equity mutual fundsNPSDebt ladderingRun the numbersFund the degree, not the loan
15years away
Education inflation runs near 10%. We work backwards from the fee in the year your child actually enrols.
Equity mutual fundsSukanya SamriddhiGift deedsRun the numbersBuild the first crore
10years away
The unglamorous part: an SIP you can sustain through a drawdown, and a rebalancing rule you agree to in advance.
Equity mutual fundsIndex fundsHybrid fundsRun the numbersBuy the house in cash-flow terms
6years away
A down payment this close to spending has no business sitting in equity. We park it where the date is safe.
Short-duration debtArbitrage fundsFDsRun the numbersProtect the plan itself
Needed now
Term cover and a health floater sized to your liabilities. Insurance is not an investment, and we will not sell it as one.
Term lifeHealth floaterEmergency fundSave tax without wrecking liquidity
3years away
ELSS has the shortest lock-in in 80C. We use it deliberately, not as a March panic purchase.
ELSSNPS Tier I80C planningRun the numbers
Why us
Wealth is personal. Your distributor should be too.
Rasbihari Sarkar is an AMFI-registered distributor, not an investment adviser. The distinction matters, and we would rather you hear it from us.
- 01
A plan you can hold us to
Goals with dates and rupee amounts, the monthly figure, and the reason each scheme was chosen — written down, and yours to keep.
- 02
You see what we earn
The asset management company pays us a trail commission, disclosed before you invest. You pay us nothing directly.
- 03
The person who wrote it answers
You speak to whoever wrote your plan, not to whoever happens to pick up the phone.
- 04
Reviews that change something
We check the instalments went through and whether allocation drifted past the band we agreed. Most reviews end in no transaction.
News
What changed in the industry.
Fund launches, regulation and industry moves worth a client's attention. None of it is a recommendation.
- Advisorkhoj9 September 2026
Axis Mutual Fund launches Axis Nifty500 Low Volatility 50 Index Fund
NFO period: 09 th Sep - 22 nd Sep, 2026 Highlights of the NFO: Scheme type - An Open-Ended scheme replicating/tracking Nifty500 Low Volatility 50 Index Investment objective - To provide returns before expenses that correspond to the performance of Nifty500 Low Volatility 50 TRI subject to tracking error. There is no assurance that the investment objective of the scheme will be achieved.
- Advisorkhoj8 September 2026
Mirae Asset Mutual Fund launches Mirae Asset BSE Information Technology Index Fund
NFO period: 08 th Sep - 22 nd Sep, 2026 Highlights of the NFO: Scheme type - An open-ended scheme replicating/tracking BSE Information Technology Total Return Index Investment objective - The investment objective of the scheme is to generate returns, before expenses, that are commensurate with the performance of BSE Information Technology Total Return Index, subject to tracking error.
- Advisorkhoj8 September 2026
Kotak Mahindra Mutual Fund launches Kotak Multi Sector Omni FOF
NFO period: 08 th Sep - 22 nd Sep, 2026 Highlights of the NFO: Scheme type - An open-ended fund of fund scheme investing in Units of equity-oriented sector based active and passive mutual fund schemes Investment objective - To generate long term capital appreciation from a portfolio created by investing in Units of equity-oriented sector based active and passive mutual fund schemes.
- Advisorkhoj3 September 2026
Monarch Mutual Fund launches Monarch Overnight Fund
NFO period: 03 rd Sep - 07 th Sep, 2026 Highlights of the NFO: Scheme type - An open-ended debt scheme investing in overnight securities. A relatively low-interest rate risk and relatively low credit risk Investment objective - The objective of the scheme is to seek to generate returns commensurate with low risk and providing high level of liquidity, through investments made primarily in overnight securities having maturity of 1 business day.
Start here
Your journey begins with one honest conversation.
We map your income, obligations and what is actually worrying you. No product is named in that first meeting.
- Call
- +91 98007 09085
- sales@takapoisa.in
- Office hours
- Mon–Sat, 09:30–18:30 IST
- Registered
- ARN-160311