Smart investing,
Sustainable wealth
Empowering investors through transparent,
research driven mutual fund solutions.
Clarity
Transparent advice you can understand and trust.
Discipline
Process-driven suggestions without emotional noise.
Growth
Compounding wealth with patience and perspective.
Why Choose Us
A transparent and research-driven approach to investing.
Built to simplify investing while helping you stay aligned with your long-term financial goals.
Expert Fund Selection
Mutual fund recommendations based on systematic analysis, aligned to your investment objectives and risk category
Portfolio Rebalancing
We track your investments regularly and suggest rebalancing to capitalize on market opportunities.
100% Transparency
No hidden charges. We invest in regular mutual funds and are paid directly by AMCs.
Technology Platform
Real-time portfolio monitoring and detailed reports all in one place, accessible anytime.
DIY Investing
Curated baskets across equity, debt and commodities for investors who prefer to go solo.
Fully Regulated
AMFI registered. Your investments are 100% safe, held directly with trusted AMCs not with us.
The Phelix Framework
Observe. Protect. Compound.
A disciplined investment framework combining research, risk management, and long-term compounding principles.
Observe
Track macro trends, market conditions, and sectoral developments through a research-driven lens to identify relevant mutual fund categories.
Protect
Prioritize risk-appropriate fund selection, category diversification, and stability-focused allocation during uncertain market conditions
Compound
Enable disciplined, long-term mutual fund investing through systematic allocation to help build wealth over time
How It Works
From first conversation to invested in days.
A seamless onboarding process designed to simplify investing while keeping you informed at every step.
Schedule Free Discussion
Share your investment objectives, investment horizon, and risk appetite through a one-on-one discussion.
Get Fund Suggestions
Receive mutual fund suggestions based on systematic research and a structured selection process.
KYC and Onboarding
Complete your digital onboarding and KYC process quickly and securely through trusted platforms.
Invest and Track
Start investing and monitor your portfolio through a transparent and technology-enabled experience.
Founder Introduction
Hi, I’m Shobhit Bhansali.
I’m Shobhit Bhansali, a Chartered Accountant (CA) and Chartered Financial Analyst (CFA) with a deep passion for investing and long-term wealth creation.
Through Phelix Capital, my goal is to simplify investing through research-driven mutual fund solutions focused on disciplined risk management and sustainable compounding.
I believe successful investing is not about chasing noise or predictions - it is about staying patient, managing risk intelligently, and allowing compounding to work over time.
Begin Your Wealth Journey
Wealth compounds best with clarity, discipline, and time.
Begin your investment journey with a framework designed around intelligent risk management and long-term compounding.
Book a free 30 minute consultation - no fees, no pressure.
We’ll reach out within 24 hours.