AMFI-Registered MFD & APMI-Registered PMS Distributor

Your money deserves a steady hand, not a hot tip.

OakPillar Investments helps everyday Indian investors build wealth through Mutual Funds, the National Pension System, Corporate Fixed Deposits, and Insurance, and helps eligible high-net-worth clients access Portfolio Management Services, explained simply, followed up personally, and grounded in your actual goals.

AssetPlus is a SEBI-registered mutual fund distribution platform that also facilitates corporate fixed deposits and Portfolio Management Services distribution. I assist you as your registered distributor; your money and transactions stay directly between you, the AMC, Portfolio Manager or issuing company, and AssetPlus.

ARN 313718 · AMFI Registered
APRN10235 · APMI Registered (PMS)
NISM V-A, XV & XXI-A · Certified
MFD since Nov 2024
Mutual Funds SIP & Lumpsum NPS Corporate FD Insurance PMS Goal Planning

What I help with

Services
Mutual FundsSIP & Lumpsum
National Pension SystemNPS
Corporate FDShriram & Mahindra
InsuranceTerm & Health
Portfolio ManagementFor HNI Clients
Goal-Based InvestingTailored Plans
Portfolio ReviewsOngoing
Ongoing SupportWhatsApp + Personal
41
Clients Served
₹30L+
Assets Under Management
Nov 2024
Practicing Since
51+
AMCs Accessible

Every client here works with me personally, not a call center or a rotating relationship manager. These numbers are small because the practice is young; I'd rather grow it one honest conversation at a time.

What I Offer

Six ways to build your wealth

Each of these is explained in plain language before you commit to anything, with no jargon, no pressure, and no guaranteed-return promises.

Mutual Funds

SIP & Lumpsum Investing

Goal-based mutual fund investing through SIPs or lumpsum, matched to your time horizon and risk comfort, not market noise. Across equity, debt, and hybrid funds from 50+ AMCs.

Retirement

National Pension System

Long-term, tax-efficient retirement planning through NPS, with the account-opening and contribution process handled end to end. Extra ₹50,000 deduction under 80CCD(1B), available under the old tax regime.

Planning

Goal-Based Planning

Whether it's your child's education, a home down payment, or early retirement, we map your goals to the right funds and timelines, with regular portfolio check-ins.

Fixed Deposits

Corporate Fixed Deposits

Fixed, predictable returns through Shriram Finance and Mahindra Finance corporate FDs, facilitated via AssetPlus for investors who want stability outside the stock market.

Protection

Term and Health Insurance

Term life and health cover facilitated through AssetPlus, so protection planning sits alongside your investments instead of being managed separately.

For HNI Clients

Portfolio Management Services (PMS)

For eligible high-net-worth clients (₹50L minimum, as mandated by SEBI), I facilitate access to PMS via AssetPlus. Your portfolio sits in your own demat account, managed directly by a SEBI-registered Portfolio Manager, not by me.

Learn how PMS works →
Insurance Partners
Max Life Insurance ICICI Prudential Life Bajaj Allianz Life HDFC Life Tata AIA Life Insurance Niva Bupa Health Care Health Insurance ICICI Lombard HDFC ERGO Star Health Insurance Tata AIG

Corporate/Company Fixed Deposits are unsecured and, unlike bank FDs, are not insured by DICGC; they carry the issuing NBFC's credit risk (rated by CRISIL/ICRA/CARE). Insurance is the subject matter of solicitation, facilitated through AssetPlus's IRDAI Corporate Agent license. Portfolio Management Services (PMS) are governed by the SEBI (Portfolio Managers) Regulations, 2020. I am an APMI Registered PMS Distributor (APRN10235) and facilitate access to PMS via AssetPlus; portfolios are managed by SEBI-registered Portfolio Managers, not by me. Please read all relevant scheme, policy, and disclosure documents carefully before investing.

How It Works

Three steps and you're not alone

Open your account

Use my AssetPlus link to set up your investor profile, covering KYC, bank details, and preferences, all in one guided flow.

I help you set it up

Not sure which fund or plan fits your goal? Fill the short inquiry form instead, and I'll personally follow up to walk you through it.

Stay in the loop

Join the OakPillar WhatsApp channel for ongoing updates, market context, and reminders. No spam, just what's relevant.

About Anuj Devashrayee

Anuj Devashrayee
Founder, OakPillar Investments

Anuj Devashrayee

  • AMFI RegistrationARN 313718
  • APMI RegistrationAPRN10235
  • CertificationsNISM V-A, XV & XXI-A
  • Practice sinceNov 2024
  • BackgroundOps & Finance

OakPillar Investments was built after years in operations, accounting support, and project coordination. This work taught me how much people lose by simply not understanding their own paperwork.

I'm an AMFI-registered Mutual Fund Distributor and APMI-registered PMS Distributor, certified under NISM Series V-A, NISM Series XV (Research Analyst), and NISM Series XXI-A (Portfolio Management Services Distributors). I help everyday investors approach Mutual Funds, NPS, Corporate Fixed Deposits, and Insurance without the jargon that usually gets in the way, and help eligible high-net-worth clients access Portfolio Management Services through AssetPlus.

I also write investor education content on Substack and LinkedIn, breaking down AMFI data and market trends into things you can actually use, not just headlines to scroll past.

This isn't about a single transaction. It's about checking in, year after year, so your money keeps doing what you set it out to do.

"Stay invested. Stay diversified. Let time do the heavy lifting."
Why OakPillar

Why work with me

A few things that shape how I work with every client, from the first conversation onward.

One Advisor

Every Product, One Person

Mutual Funds, NPS, Corporate FDs, Insurance, and PMS, all coordinated by one person who already knows your goals, instead of juggling separate agents for each product.

Personal

Direct WhatsApp Access

Questions, portfolio reviews, and updates go straight to me on WhatsApp, not a call center queue or a chatbot.

Investor Education

Monthly breakdowns, in plain language

I write about AMFI industry data, market trends, and practical money topics on Substack and LinkedIn, for everyday investors, not analysts.

Latest Writing

Read my published articles on Substack

New investor-education pieces are published monthly, covering AMFI data, mutual fund trends, and topics relevant to everyday financial decisions in India.

Visit My Substack → Follow on LinkedIn →
Planning Tools

Run the numbers yourself

Use the sliders or type a number directly. All results are illustrative. Actual mutual fund returns vary with market conditions and are not guaranteed.

Estimated Corpus
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Total Invested...
Est. Returns...
Return Multiple...
InvestedReturns
Assumed constant returns. Actual MF returns vary. Not a guaranteed projection.
Estimated Maturity Value
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Amount Invested...
Est. Growth...
CAGR...
PrincipalGrowth
Based on assumed constant CAGR. Past performance is not indicative of future returns.
Monthly SIP Required
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Total to be Invested...
Returns Component...
Efficiency...
Your InvestmentMarket Returns
Illustrative only, not a guarantee of achieving the stated goal.
Estimated NPS Corpus at 60
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Total Invested...
Lump Sum (60% tax-free)...
Est. Monthly Pension...
Lump Sum (60%)Annuity (40%)
40% of corpus must be used for annuity purchase. Pension depends on annuity provider rates at retirement.
Maturity Value
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Total Invested...
Interest Earned...
InvestedInterest
Assumes quarterly compounding. Actual rates depend on the issuer and tenure chosen at the time of investment. Illustrative only, not a guarantee of returns.
Suggested Term Cover
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Income-Based Cover...
Plus Outstanding Loans...
A general starting estimate based on income multiples, not a substitute for a full needs assessment. Actual cover should also factor in dependents, existing savings, and future goals.

All calculators are for educational and illustrative purposes only. They do not constitute financial advice, a guarantee of returns, or a recommendation to invest. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Fund Houses

Trusted AMCs on our platform

Distributing mutual funds from all major SEBI-registered AMCs in India through AssetPlus.

360 ONE Mutual Fund Abakkus Mutual Fund Aditya Birla Sun Life Mutual Fund AlphaGrep Mutual Fund Angel One Mutual Fund ASK Mutual Fund Axis Mutual Fund Bajaj Finserv Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Baroda BNP Paribas Mutual Fund Canara Robeco Mutual Fund Capitalmind Mutual Fund Choice Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Franklin Templeton Mutual Fund Groww Mutual Fund HDFC Mutual Fund Helios Mutual Fund HSBC Mutual Fund ICICI Prudential Mutual Fund Invesco Mutual Fund ITI Mutual Fund Jio BlackRock Mutual Fund JM Financial Mutual Fund Kotak Mutual Fund LIC Mutual Fund Mahindra Manulife Mutual Fund Mirae Asset Mutual Fund Monarch Mutual Fund Motilal Oswal Mutual Fund Navi Mutual Fund Nippon India Mutual Fund NJ Mutual Fund Old Bridge Mutual Fund Parag Parikh Mutual Fund PGIM India Mutual Fund Quant Mutual Fund Quantum Mutual Fund Samco Mutual Fund SBI Mutual Fund Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Taurus Mutual Fund The Wealth Company Mutual Fund Trust Mutual Fund Unifi Mutual Fund Union Mutual Fund UTI Mutual Fund WhiteOak Capital Mutual Fund 360 ONE Mutual Fund Abakkus Mutual Fund Aditya Birla Sun Life Mutual Fund AlphaGrep Mutual Fund Angel One Mutual Fund ASK Mutual Fund Axis Mutual Fund Bajaj Finserv Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Baroda BNP Paribas Mutual Fund Canara Robeco Mutual Fund Capitalmind Mutual Fund Choice Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Franklin Templeton Mutual Fund Groww Mutual Fund HDFC Mutual Fund Helios Mutual Fund HSBC Mutual Fund ICICI Prudential Mutual Fund Invesco Mutual Fund ITI Mutual Fund Jio BlackRock Mutual Fund JM Financial Mutual Fund Kotak Mutual Fund LIC Mutual Fund Mahindra Manulife Mutual Fund Mirae Asset Mutual Fund Monarch Mutual Fund Motilal Oswal Mutual Fund Navi Mutual Fund Nippon India Mutual Fund NJ Mutual Fund Old Bridge Mutual Fund Parag Parikh Mutual Fund PGIM India Mutual Fund Quant Mutual Fund Quantum Mutual Fund Samco Mutual Fund SBI Mutual Fund Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Taurus Mutual Fund The Wealth Company Mutual Fund Trust Mutual Fund Unifi Mutual Fund Union Mutual Fund UTI Mutual Fund WhiteOak Capital Mutual Fund

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Not Sure Where to Start?

Tell me about your goals

Share a few basic details below. I'll personally follow up, usually within a day.

  • No obligation, no auto-enrollment in anything
  • Your details go straight to me, not a call centre
  • I'll follow up based on what you actually need

By submitting, you agree to be contacted by Anuj Devashrayee (OakPillar Investments) regarding mutual fund, NPS, corporate fixed deposit, insurance, or PMS services. Mutual fund and PMS investments are subject to market risks.

Stay Connected

Join Our Community

Stay connected for investor education, market updates and financial guidance, directly on WhatsApp.

📢
WhatsApp Channel

OakPillar Insights

Follow the OakPillar channel for bite-sized investor education, monthly AMFI data, and market updates. No spam, unsubscribe anytime.

Follow Channel →
💬
Direct Chat

Chat with Anuj

Have a question about SIPs, NPS, or which fund fits your goal? Message Anuj directly. Every inquiry gets a personal response.

Chat on WhatsApp →
🌱
Invest with Us

Start Your Journey

Ready to invest? Open your account on AssetPlus in minutes. I will personally guide you through the setup, step by step.

Open Account →
Common Questions

Frequently Asked Questions

Answers to common questions about mutual fund investing. Ask Anuj on WhatsApp if you need more.

Important

Mutual fund investments are subject to market risks. Returns are never guaranteed. Your money is invested in market-linked securities whose value fluctuates. However, mutual funds are regulated by SEBI, your money is held in a separate trust (not the AMC's own funds), and all transactions are independently audited. Risk level varies by scheme. Debt funds carry lower risk than equity funds.

Getting Started

Two simple ways: (1) Click "Start Investing on AssetPlus" and complete your KYC and account setup. I am mapped as your distributor automatically. (2) Fill the inquiry form or WhatsApp me directly, and I will personally guide you through the entire process at no extra charge.

Compliance

A Mutual Fund Distributor (MFD) like Anuj Devashrayee (ARN: 313718) is registered with AMFI and earns commission from AMCs. A SEBI-Registered Investment Adviser (RIA) charges a fee directly from the client and is prohibited from earning commissions. OakPillar Investments is an MFD and an APMI-registered PMS Distributor (APRN10235), not a SEBI RIA, and does not provide personalised investment advice. For Portfolio Management Services, the portfolio itself is managed by a separate, SEBI-registered Portfolio Manager, not by OakPillar Investments.

Compliance

Anuj Devashrayee is an AMFI-registered Mutual Fund Distributor (ARN: 313718) and an APMI-registered PMS Distributor (APRN10235), certified under NISM Series V-A, XV, and XXI-A. OakPillar Investments is the operating brand name. All mutual fund transactions go through SEBI-regulated AMCs via the AssetPlus platform, and PMS distribution follows the SEBI (Portfolio Managers) Regulations, 2020. OakPillar Investments is NOT a SEBI-registered Investment Adviser and does not provide personalised investment advice.

Fixed Deposits

Corporate Fixed Deposits carry the credit risk of the issuing company and, unlike bank fixed deposits, are not insured by DICGC. Their safety depends on the issuer's credit rating (from agencies like CRISIL or ICRA), which can change over time. They suit investors who understand this trade-off in exchange for potentially higher returns than a bank FD. Always read the deposit scheme document before investing.

Insurance

Yes. I facilitate term life and health insurance through the AssetPlus platform, alongside mutual funds, NPS, and corporate fixed deposits. This lets you plan protection and investments together with one advisor instead of coordinating separately with multiple agents. Insurance is a separate, IRDAI-regulated activity, distinct from mutual fund distribution.

View all 16 FAQs →

Regulatory Disclosures

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.

Anuj Devashrayee (ARN: 313718, NISM Series V-A, XV & XXI-A Certified) is an AMFI-registered Mutual Fund Distributor and an APMI-registered PMS Distributor (APRN10235), operating as OakPillar Investments. Products (Mutual Funds, NPS, Corporate FDs, Insurance, and PMS) are facilitated through the AssetPlus platform. Product-specific risks and disclosures for Corporate FDs, Insurance, and PMS are detailed in the "What I Offer" section above.

OakPillar Investments is not a SEBI-registered Investment Adviser (RIA) and does not provide personalized investment advice or research services, and does not itself manage portfolios under PMS. Information on this website is for general educational purposes only.

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