One advisor, so your money decisions actually talk to each other
Founded in Delhi in 2014, Aeron Invest exists to put mutual fund investing and insurance under a single advisor relationship — instead of two people who never compare notes.
Small by design, PAN India by reach
Aeron Invest began when our founder, then a bank relationship manager, noticed the same pattern in almost every client meeting: a mutual fund folder from one agent and an insurance file from another, neither of whom had ever compared notes. Good decisions in one area were routinely undone by gaps in the other — a family paying for a ULIP and a term plan they didn't need, or cover that hadn't kept up with a growing family.
So we built a single advisory practice that handles both, with one advisor who actually sees the whole picture. We serve families across India, over video call as easily as in person — 100+ families so far, and counting.
We're small and advisor-led by design. We'd rather know 100 families well than 10,000 families barely at all.
“To make sure every rupee an Indian household earns is invested with intent and protected against the right risks — without the jargon.”
Our values
Transparency first
Every commission and fee is disclosed before you sign anything, not buried in a document.
Client before product
If the right answer is "don't buy this," that's what we'll say — even if it costs us a commission.
Plain-language advice
No jargon left unexplained. If you can't explain your own portfolio to your spouse, we haven't done our job.
Long-term over quick wins
We're not chasing this quarter's hot fund. We're planning for your goals five, ten, twenty years out.
Meet the founder
R.K. Gupta
Mr. Gupta spent 35 years in banking before retiring in 2014. Rather than stepping away from the work, he started advising the same clients who had trusted him for decades — on their mutual funds, their insurance, and everything in between. Aeron Invest is still built around that same one-on-one relationship: no hand-offs, no call centre, just direct access to the person managing your money.
Head office & reach
Delhi — Head Office
Delhi NCT, India
In-person meetings by appointment across Delhi NCR
PAN India
Client servicing over video call, wherever you are in India
Documents and KYC handled fully online
Want to know more before you commit?
Ask us anything on a free call — no pressure to sign up.
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