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Who We Are
Inverika Capital is not a typical mutual fund distributor. We focus on structured, goal-linked investing built around a belief that financial planning, done right, changes lives — and that every client deserves the quality of thinking that was once reserved for the ultra-wealthy.
Our Story
Inverika Capital was founded with a single conviction: that most Indians invest without a plan, without structure, and without clarity on what their money is working towards. The mutual fund industry had grown, but the quality of advice had not kept pace.
We set out to change that — by building a practice that applies private banking rigour to everyday investors. The 3P Wealth System, the AAA Portfolio Framework, and our goal-linked reporting are all born from this conviction.
Today, Inverika Capital serves retail, HNI, and institutional clients across Karnataka — with the same structured, personalised approach for every relationship, regardless of portfolio size.
AMFI Registered · ARN - 180897 ARN - 293445 ARN - 356762
Every investment starts with a goal — retirement, education, or wealth creation. We ensure clarity before any recommendation.
Our frameworks bring discipline and structure, helping investors stay on track during market volatility.
Clear reporting, no hidden agendas, and full visibility into your investments and decisions.
We focus on long-term success, not short-term transactions — building trust over time.
Srivatsa Hebbar
A practitioner-led firm. Srivatsa brings together a passion for financial education, a structured approach to portfolio construction, and a commitment to making sophisticated structured, goal-linked investing accessible to every client who walks through Inverika's door.
+91 9844900444 · srivatsa.hebbar@inverika.in
Schedule a complimentary consultation — no obligation, just clarity.
