Structured investing, engineered for outperformance.

An investing experience that stays with you.

Portfolio Growth

Megallion Quant Model Avg Investor

A different way to invest

Most of what passes for investing is reaction dressed up as strategy.
We built Megallion Capital to be the opposite of that.

The Old Way

  • ✕ Investment calls driven by headlines and market noise
  • ✕ A different plan every time you talk to someone new
  • ✕ Reviews only happen after something's gone wrong
  • ✕ No one is accountable for how it all fits together

The Megallion Way

  • ✓ A written plan built around your goals, not the market's mood
  • ✓ One dedicated point of contact, year after year
  • ✓ Reviews on a schedule you set, never a panic driven one
  • ✓ Complete clarity on what you hold and why, always

FAQs

Frequently asked, plainly answered.

We facilitate mutual fund transactions, help investors understand available schemes and provide ongoing service. We act as a distributor and do not hold investor money.

No. Your investment is made into the selected mutual fund scheme and folio. The investment amount is not held in Megallion Capital's own bank account.

Megallion Capital receives distribution commission from mutual fund companies for eligible business. The applicable commission depends on the relevant scheme and distributor arrangement.

It is a research based framework that uses quantitative signals, risk measures and defined rules for fund selection and portfolio rebalancing. It is intended to make the investment process systematic and repeatable.

You can contact Megallion Capital using the details on this website. Complaints and service requests are handled through the applicable mutual fund and investor grievance mechanisms.

Mutual fund investments are subject to market risks. The value of investments can rise or fall, and past performance does not indicate future results. Investors should read the relevant scheme documents carefully before investing.

Why We Exist

Most people don't lose money by picking the wrong fund. They lose it, and their peace of mind, by reacting instead of planning, chasing the next opportunity, panicking at every correction, and mistaking excitement for progress.

Megallion Capital exists to be the opposite. We believe investing should have structure behind it, including a clear process, a defined risk framework, and the discipline to stay with a plan through changing market conditions. We don't sell returns or predictions. No one can honestly promise either. We focus instead on making decisions with clarity, patience and purpose, so that wealth creation feels less like a series of reactions and more like a long term plan.

How We Work

Our process begins with continuous, data driven screening of the fund universe using quantitative signals rather than opinions or gut calls. Funds are then assessed through a systematic, rules based selection framework designed to reduce bias in the decision making process.

From there, capital is allocated with risk in mind rather than through equal weighted guesswork. Portfolios are reviewed on a defined schedule, and positions are reevaluated and rebalanced systematically as the underlying signals and conditions change. The aim throughout is simple. A repeatable process guides decisions, while the portfolio stays aligned with the investor's risk appetite and long term objective.

The Founder's Note

The idea for Megallion Capital began in 2022, while I was pursuing my master's in finance. I wanted to build a practice that could help people invest better and feel more secure about their financial future, with a clear plan rather than decisions driven by noise, headlines or short term excitement.

That belief shaped how I wanted Megallion Capital to work. Research should come first, investment decisions should follow a defined framework, and portfolios should be managed with discipline and a clear understanding of risk. The goal is not to predict every market move, but to give investors a process they can understand and stay with through different market conditions.

My grounding is in finance (a BBA and an MSc, both in Finance, from NMIMS, Mumbai), and that foundation continues to influence how I build the firm. I want Megallion Capital to make investing more thoughtful, transparent and purposeful, while always keeping the focus on the investor, their goals and their future.

Thoughtful decisions, clear communication and a long term commitment to every client relationship remain the standard I want Megallion Capital to grow with.

Samarth Gulati, Founder of Megallion Capital
Samarth Gulati
Founder, Megallion Capital
AMFI-registered Mutual Fund Distributor, ARN 368870

Objective

The Megallion Quant Model is a research driven investment strategy that blends equity and debt allocations, structured around each investor's risk appetite. It follows a disciplined, data backed process for fund selection and rebalancing, supported by informed judgment where conditions call for it, not by chasing returns or timing the market. The objective is steady, long term compounding through structure and consistency, built to hold up across market cycles rather than chase any single one.

Investment Approach

BenchmarkNifty Smallcap 100
Inception Date01 January 2014
Investment ApproachQuantitative + Discretionary
Investment HorizonMedium to Long Term
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Illustrative estimate only, assuming steady compounded annual growth and a fixed yearly step up. Actual returns are market linked and not guaranteed.
Final corpus₹0
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Inflation adjusted corpus (today's ₹)₹0
Illustrative estimate only, assuming a steady compounded annual return. Actual returns are market linked and not guaranteed.
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