About Us

Maximize Your Wealth with Professional Financial Services

beyondMF is a one-of-a-kind offering in the Investment Management industry. A one liner to describe the venture is that it is a fin-evaluator with a strong focus on curated solutions.

With an array of products out there in the market, it has become increasingly challenging for investors to choose a solution that aligns with their expectations. beyondMF seeks to cut through the clutter and deliver customised offerings to investors. Products are evaluated with a high level of objectivity before they reach the investor's table.

We aim to provide a very holistic and process-driven approach to personal finance, while being with the investor every step of the way.

Ph: +91 8148484648
Email: info@beyondmf.com

Our Mission

Our mission is to be the bridge to financial success for every Indian. We aim to provide guidance, support, and reliable financial services, ensuring individuals across the nation can achieve their financial goals.

Our Vision

Our vision is to witness a financially literate India where every individuals financial dreams are realized. We strive to empower our clients through education and personalized services, fostering financial well-being.

Our Value

Our core values encompass empowerment, trustworthiness, client-centricity, innovation, excellence, and sustainability. We empower individuals, earn and maintain trust through integrity, and focus on our clients success.

G R Balaji

Co-Founder & Chief Investment Officer (CIO)

Over 19 years across leading institutions—Nippon India Mutual Fund, Fidelity India Mutual Fund, L&T Mutual Fund, Wealth Advisors (Head of Equity Research and Fixed Income Research), IIFL Wealth (now 360 ONE)—and as Head of Research & Co-Fund Manager at ithought PMS, he brings deep market insight and a practitioner’s rigor to investing and education.
At ithought PMS, he led a team of seven analysts and oversaw ~₹1,500 crore in client assets, delivering a five-year CAGR of ~25% in Solitaire, the firm’s flagship strategy.
A regular columnist for The Hindu, Balaji writes on markets, investor behavior, and long-term portfolio construction. He has addressed 100+ SEBI and Investor Association programs across India, translating complex ideas into actionable guidance for savers and investors. Balaji originated the EEE Investment Framework and focuses on owning high-quality businesses with the discipline to compound value over long horizons.

M K Balaji

Co-Founder & Chief Business Officer (CBO)

Accomplished financial expert with 20+ years of experience driving business growth, providing strategic investment counsel, and fostering long-term relationships in the financial services industry. Distinguished tenure with esteemed organizations like Citibank, Standard Chartered Mutual Fund, Chola Mutual Fund, Reliance Mutual Fund, and ICICI Prudential Mutual Fund. Multifaceted Expertise in Retail & Institutional Sales, Product Specialist, IC and Wealth Management. MK Balaji is also a renowned speaker taking the stage at prominent business schools and investor conclaves. He is a regular columnist with renowned business newspapers like The Outlook Money , The Hindu Businessline ,Economic Times, and Nanayam Vikatan to name a few.

Ganesh A

Co Founder and Head of Products

Qualified Cost and Management Accountant (CMA) with a decade of professional experience across Equity Research, Wealth Management and FP&A.Experienced at handling diverse core organizational functions concurrently.Last role was as part of the Investment Team (Product & Strategy - PMS) of ithought Financial Consulting LLP (a boutique Investment Management firm with a PMS Asset base of over ₹ 2,500 Crores). Joined the organisation in 2021 as a Product Manager when the firm's PMS AUM was less than ₹ 100 Crores. Was instrumental in building systems across various functions like Product, Operations, Sales and Compliance. Individually developed and managed an B2C asset base of ₹ 200+ Crores (200+ HNI clients) over a period of 3+ years. Developed strong professional relationships with NRIs (> 20% of the asset base) throughout his career.