Structured investing, engineered for outperformance.
An investing experience that stays with you.
Portfolio Growth
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.
About Megallion Capital
Financial peace means knowing your money is managed with a plan, not a guess.
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.
AMFI-registered Mutual Fund Distributor, ARN 368870
Megallion Quant Model
A research driven strategy blending equity and debt, structured around each investor's risk appetite.
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
| Benchmark | Nifty Smallcap 100 |
| Inception Date | 01 January 2014 |
| Investment Approach | Quantitative + Discretionary |
| Investment Horizon | Medium to Long Term |
Performance
Goal Planner
Work out the funding gap for a financial goal, or a target wealth number, and what it takes to close it.
SIP Step Up Calculator
See how increasing your SIP every year changes your final corpus.
Lumpsum Calculator
Project the future value of a one time investment.
Interested in discussing?
Reach out directly, or send a message and we'll get back to you.
Send us a message
Terms of Use & Disclaimer
Please read this page before using this website or any information on it.
This website is intended to provide general information about Megallion Capital and mutual fund distribution services and is not investment advice, a recommendation, or a solicitation to buy or sell any mutual fund scheme.
Megallion Capital, operated by Samarth Gulati (ARN 368870), is registered with AMFI as a Mutual Fund Distributor and is not registered with SEBI as an Investment Adviser or Portfolio Manager. Any assistance provided is incidental to distribution and limited to mutual fund products.
Mutual fund investments are subject to market risks. The value of investments can go up or down, and past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
Calculators and illustrative figures on this website, including the Goal Planner, SIP Step Up Calculator and Lumpsum Calculator, are based on assumptions you provide and are for illustration purposes only. They do not represent a promise, projection or guarantee of actual returns.
Content relating to the Megallion Quant Model reflects a research based framework and historical model data maintained by Megallion Capital, and is provided for informational and illustrative purposes. It does not represent an offer, actual client returns, or a guarantee of future performance.
Megallion Capital does not hold investor funds. All investments are made directly into the relevant mutual fund scheme and folio, in the investor's own name, through the applicable mutual fund's transaction infrastructure.
Megallion Capital shall not be liable for any loss arising from reliance on the information provided on this website. Investors are advised to make investment decisions based on their own assessment and, where appropriate, after consulting a qualified professional.
Commission Disclosure
How Megallion Capital is compensated for mutual fund distribution services.
Megallion Capital is an AMFI-registered Mutual Fund Distributor (ARN 368870), not a Registered Investment Adviser. We do not charge investors a direct advisory fee for mutual fund distribution services.
Instead, we receive commission from Asset Management Companies (AMCs) for eligible business placed through us, in the form of upfront and/or trail commission on Regular Plan investments. This commission is paid by the AMC out of the scheme's expense ratio and does not involve any additional charge to the investor beyond what is already disclosed in the scheme's offer document.
The exact rate of commission varies by AMC, scheme category, and the specific arrangement in place at the time of investment, and is determined solely by the AMC, not by Megallion Capital. Megallion Capital does not receive commission on its own investments, in accordance with SEBI regulations.
Investors have the option to invest in the Direct Plan of any mutual fund scheme, which does not carry distributor commission and typically has a lower expense ratio, directly through the AMC or its registered transfer agent, without using a distributor.
If you would like to know the specific commission structure applicable to a scheme you are considering, please contact us and we will share this information before you invest.
Investor Grievance Redressal
How to raise a complaint, and how it gets escalated if needed.
If you have a complaint or grievance relating to your interaction with Megallion Capital, please follow this process.
Step 1. Contact us directly
Write to samarthgulati@megallioncapital.com or call +91 96281 63430. We aim to acknowledge your complaint within 3 working days and resolve it within 21 working days.
Step 2. Escalate to the AMC
If your complaint is not resolved to your satisfaction, or relates to the mutual fund scheme itself rather than our distribution service, you may escalate it directly to the relevant Asset Management Company (AMC) or its Registrar and Transfer Agent (RTA), whose contact details are available on the AMC's own website and on your account statement.
Step 3. SEBI SCORES or ODR
If the matter remains unresolved, you may lodge a complaint with SEBI through the SCORES portal (SEBI Complaints Redress System) at scores.sebi.gov.in, or through SEBI's ODR (Online Dispute Resolution) portal at smartodr.in.
Step 4. AMFI
You may also write to the Association of Mutual Funds in India (AMFI) at the contact details published on amfiindia.com.
Please note that as a mutual fund distributor, Megallion Capital does not hold investor money or have the authority to resolve disputes relating to fund performance, NAV, or redemption processing. These are matters for the AMC and its RTA.
Privacy Policy
How we handle the information you share with us.
This website is operated by Samarth Gulati, trading as Megallion Capital, an AMFI-registered Mutual Fund Distributor (ARN 368870).
We collect information you choose to share with us, such as your name, email address and phone number, when you use the contact form on this website. This information is used only to respond to your query and to communicate with you about mutual fund distribution services. We do not sell, rent or share your personal information with third parties, except where required to facilitate a mutual fund transaction you have specifically requested, or where required by law or regulation.
This website does not process your investment transactions or hold your funds. Transactions are carried out through the mutual fund's own registered transfer agent or transaction platform, which has its own privacy policy governing that process.
We may use standard website analytics to understand how visitors use this site. This does not identify you personally.
You may contact us at any time to ask what information we hold about you, or to request that it be corrected or deleted, using the contact details below.
For questions about this policy, contact samarthgulati@megallioncapital.com or +91 96281 63430.