High growth
Long-Term Wealth
For 10+ year horizons
CAGRTimeline
+18.4%
3Y past CAGRRiskHigh
Min SIP₹ 2,500
Funds8
A personal wealth - operating system
START SMALL. DREAM BIG. GROW STEADILY.
A LEGACY OF TRUST. A FUTURE OF GROWTH.
Trusted across Maharashtra
2000+ · Investors served
4.9/5 · Google Reviews (320+)
1979 · In wealth management
Begin anywhere
Six paths to a Better Tomorrow.
Take your time, explore your options, and make financial decisions that feel right for you.
Analyse PortfolioUpload your CAMS or KFintech statement for an instant, free health report.Investor PersonalityA two-minute risk profile reveals your appetite and ideal allocation.Goal PlanningRetirement, a child's future or a new home — see exactly what it takes.Curated BasketsHand-built portfolios for every life stage and risk profile.Fixed DepositsCompare bank and corporate FD rates, senior-citizen rates included.Tax Saver (ELSS)Section 80C eligible funds — save up to ₹46,800 in tax each year.
Curated by Jagadshree Investments
Invest with clarity. Build with conviction.
Our research team does the heavy lifting, researching, reviewing, and rebalancing every basket so you can invest with greater clarity and confidence.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
Goal planning
Make every rupee count.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
Inflation-adjusted projections
See tomorrow's price tag in today's terms.
Scenario calculators
Illustrative outcomes across market assumptions, for education rather than advice.
Periodic reviews with your partner
A Jagadshree Invesments partner walks you through progress on your schedule.
Illustrative example
Retirement
Comfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
72%
₹ 28.4 L investedTarget ₹ 3.9 Cr
See it compound
What could an SIP become?
Small, regular and patient beats large and occasional. See how much of your final corpus is money you put in versus money the market made for you.
Monthly SIP₹10,000
Invested
₹18 L
Growth
₹32.5 L
Total
₹50.5 L
GROWTH +₹32.5 L
Projected value in 15 years
₹50.5 L
GROWTH +₹32.5 L
at an assumed 12% p.a. · illustrative
InvestedGrowth
Behind every portfolio is a person, a goal, and a story.
Wealth is personal.
Your partner should know what matters to you.
Over 45 years of trusted experience in mutual fund distribution since 1979. Successfully created wealth for four generations of investor families. One of the most respected and established Mutual Fund Distributors in Kolhapur. Client-first, unbiased, and ethical investment advice focused on long-term wealth creation. Personalized financial planning based on each client's goals, risk profile, and life stage. Former Franklin Mutual Fund Agency Head for Kolhapur District. Extensive investor education through financial awareness programs with leading AMCs. Legacy-driven practice combining decades of experience with modern investment strategies and technology.
Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
SUBHASH SUPEKAR
FOUNDER · B.COM · 47 years
With over 45 years of experience since 1979, our Mutual Fund Distribution practice has been dedicated to helping investors build and preserve long-term wealth. Having successfully created wealth across four generations of families, we are recognized as one of the most trusted and renowned Mutual Fund Distributors in Kolhapur. Our commitment to ethical advice, personalized financial planning, and investor-centric service has earned the confidence of thousands of clients. We had the privilege of serving as the Franklin Mutual Fund Agency Head for Kolhapur District, contributing significantly to the growth of mutual fund investments in the region.
ADITYA SUBHASH SUPEKAR
CFA Level 3 Candidate · FPSB: Risk and Estate Planning Specialist · FPSB: Investment Planning Specialist · 10 years
A seasoned Mutual Fund Distributor with over 10 years of experience in wealth management, committed to helping investors achieve their long-term financial goals through disciplined and personalized investment strategies. As a CFA Level III candidate, possesses in-depth knowledge of equity research, portfolio management, derivatives, economics, alternative investments, and a wide range of financial instruments. Expertise extends to risk management, estate planning, and comprehensive investment planning.
2000+
Families served
4.9
Avg rating
What investors say
Built on relationships, not transactions.
I have been investing through my mutual fund advisor for several years, and the experience has been reassuring. They take the time to understand my financial goals, explain investment options clearly, and help me stay disciplined during market fluctuations. Their guidance has given me greater confidence in my financial journey.
GT
Gaurav Tungatkar
Director - CERAFLUX
What I value most about my advisor is the personal attention and transparency. Instead of simply suggesting investments, they understand my family’s goals and recommend solutions accordingly. Their regular guidance and portfolio reviews have helped me make more informed decisions and stay focused on my long-term financial objectives.
RG
Roshan Gadkari
NNIT Germany - portfolio manager
Investing used to feel complicated to me, but my mutual fund advisor made the process simple and easy to understand. From choosing suitable funds to reviewing my investments periodically, their guidance has been valuable. I appreciate the consistent support and practical advice that keeps me focused on building wealth over time.
SP
Sourabh Patil
Director-Pranisha construction
My advisor has been a trusted partner in my investment journey. They understand that every investor has different goals and risk preferences, and their recommendations reflect that. Their patience in explaining things, regular follow-ups, and long-term approach have helped me invest with greater clarity and confidence.
KT
Keyur Trambadia
Assistant manager- Commercial Co-Operative Bank
Our story
A decade of helping families turn savings into wealth.
Our journey began in 1979 with a simple yet powerful vision—to help families achieve financial security through disciplined investing and trusted financial guidance. At a time when awareness of mutual funds was limited, we dedicated ourselves to educating investors and building lasting relationships based on integrity, transparency, and personalized service. Over the past four decades, we have had the privilege of creating wealth for four generations of families, earning a reputation as one of Kolhapur's most respected Mutual Fund Distributors. A significant milestone in our journey was serving as the Franklin Mutual Fund Agency Head for the Kolhapur District, where we played a key role in expanding mutual fund awareness and investor participation.
We are an AMFI-registered Mutual Fund Distributor, not a product factory. Our job is to listen first, plan around your real life, and stay in the room long after the paperwork is done. Markets move, life changes — a good partner helps you hold your nerve and your plan.
1979
Founded in KOLHAPUR
2000+
Families served
47 yrs
Wealth Management experience
“
“Our measure of success is simple: seeing every family get closer to the life they envision.”
SUBHASH SUPEKAR
JAGADSHREE INVESTMENTS
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
Recognition
Trusted by families,
recognised by the industry.
JAGADSHREE INVESTMENTS on mobile
Your whole portfolio, Jagadshree
Our app provides a seamless and secure platform to manage your mutual fund investments anytime, anywhere. Track your portfolio, monitor performance, access account statements, invest in new schemes, and stay updated with market insights — all in one place.
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