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AMFI Registered Mutual Fund Distributor · ARN-310573

You dream. We plan.You grow.

An engineer’s approach to money. Every recommendation is backed by data, market insights and deep analysis — not market tips.

CWM, All India Rank 3 · Serving since 2025

₹50L+

assets under management

AMFI registered

100+

investors served

Salaried · families · HNIs

Schemes we distribute from

  • SBI Mutual Fund
  • HDFC Mutual Fund
  • ICICI Prudential
  • Nippon India
  • Axis Mutual Fund
  • Kotak Mahindra
  • Aditya Birla Sun Life
  • UTI Mutual Fund
  • Mirae Asset
  • DSP Mutual Fund
  • Tata Mutual Fund
  • Parag Parikh
  • Motilal Oswal
  • Quant Mutual Fund
  • Edelweiss
  • Franklin Templeton
  • Canara Robeco
  • Bandhan Mutual Fund
  • Invesco India
  • HSBC Mutual Fund

What we handle

Everything that touches your money, in one place

Distribution of mutual funds and insurance, equity exposure, and the structure that holds it together.

  • EquityHybridDebt

    Mutual funds

    SIPs, SWPs, lumpsum and STP across equity, debt and hybrid schemes. Fund selection runs on rolling-return consistency, alpha, Sharpe and AUM discipline — not on last year's chart-topper.

    SIP · SWP · STP · lumpsum

  • Term cover₹1 CrDependantsLiabilities

    Life insurance

    Term cover sized to your actual liabilities and dependants, kept separate from your investments. Savings and guaranteed-return plans where the goal genuinely calls for them.

    Term · savings · guaranteed return

  • Family floaterRoom rent limitSub-limitsWaiting periodRestoration

    Health insurance

    Family floater and individual cover, with attention to room-rent limits, sub-limits, waiting periods and restoration — the clauses that decide whether a claim actually pays.

    Family floater · individual · top-up

  • ₹$

    Indian & US equity

    Direct equity and international exposure through feeder funds and ETFs. Screened systematically, sized deliberately, and reviewed on a fixed schedule rather than on headlines.

    Direct equity · international funds · ETFs

  • Emergency1yEducation8yHome12yRetirement25yOn track

    Goal-based roadmaps

    Every goal gets a target amount, a date, a monthly number and an asset mix. You always know which goal a portfolio belongs to and whether it is on track.

    Retirement · education · property · liquidity

  • Holdings4 schemesOverlap detected

    Portfolio reviews

    A scheduled read of what you already hold — overlap between schemes, costs you are carrying, dead weight, and what to do about it. Including portfolios you built elsewhere.

    Overlap · cost · rebalancing

Plan it yourself

Three calculators, no sign-up

Move the sliders and watch the arithmetic change. Nothing is stored, nothing is sent anywhere.

₹25,000
20 years
12%

Projected value

₹2.50 Cr

₹2,49,78,698

You invest

₹60.00 L

₹60,00,000

Growth

₹1.90 Cr

₹1,89,78,698

₹62.45 L₹1.25 Cr₹1.87 Cr₹2.50 Cr010y20y
ValueAmount invested

Illustration only. Assumes 12% a year, compounded monthly, with no change to your contribution. Returns are not guaranteed and actual outcomes depend on the schemes held and market conditions.

Kashyap Bhalodiya, founder of Devdeep Investments

The person behind it

Kashyap Bhalodiya

Founder · Chartered Wealth Manager · AMFI Registered Mutual Fund Distributor

I started investing while writing code for a living, and saw people make money decisions on WhatsApp forwards and random tips.

So I turned it into a profession: pursued CWM with All India Rank 3 alongside my IT job, completed AMFI registration, and started Devdeep Investments.

The hardest part was earning trust without a big brand behind me — over 100 investors trust us today.

Credentials

  • CWM

    Chartered Wealth Manager, All India Rank 3

  • AMFI registered

    Mutual Fund Distributor, ARN-310573

  • IRDAI registered

    Insurance distributor

  • B.Tech CSE

    DEPSTAR, CHARUSAT, 2019–2023

Kashyap Bhalodiya receiving the CWM charter on stage
Receiving the CWM charter from the Director of AAFM India at the CWM India Alumni Convocation Ceremony.

The road so far

Built in public, one milestone at a time

  1. 2023

    Graduated B.Tech Computer Science & Engineering from DEPSTAR, CHARUSAT

  2. 2025

    Completed CWM with All India Rank 3

  3. 2025

    Registered with AMFI as a Mutual Fund Distributor, ARN-310573

  4. 2025

    Registered with IRDAI as an insurance distributor; Devdeep Investments founded

  5. 2026

    Crossed ₹50 lakh in assets under management and 100+ investors

Where we place business

The companies we place your business with

Devdeep Investments is a distributor. We are not owned by, or exclusive to, any of the companies below.

Mutual fund houses

Schemes available across effectively the full set of Indian AMCs. A selection:

  • SBI Mutual Fund
  • ICICI Prudential
  • Axis Mutual Fund
  • Aditya Birla Sun Life
  • Mirae Asset
  • Tata Mutual Fund
  • Motilal Oswal
  • Edelweiss
  • Canara Robeco
  • Invesco India
  • HDFC Mutual Fund
  • Nippon India
  • Kotak Mahindra
  • UTI Mutual Fund
  • DSP Mutual Fund
  • Parag Parikh
  • Quant Mutual Fund
  • Franklin Templeton
  • Bandhan Mutual Fund
  • HSBC Mutual Fund

Life insurance

  • TATA AIA Life
  • LIC of India

Health insurance

  • HDFC ERGO
  • ICICI Lombard
  • SBI General
  • Care Health

Investor education

Notes on money, written to be read

What changed, why it matters to someone with a SIP and a salary, and the arithmetic behind it.