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Rooted in Trust, Refined by Teamwork
The Minds behind the Mantra
Aasaithambi R R
Co-Founder and
Portfolio Strategist
Kanaka Asai
Co-Founder and
Business Administrator
Avantika Asai
Partner
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"Each voice at the table matters, but it’s our unified direction that creates lasting impact."
Kanaka Asai
Co-Founder and Business Administrator
Aasaithambi R R
Co-Founder and Portfolio Strategist
Aasaithambi R R, fondly known as Aasai, is one of the key driving forces behind Mutual Fund Mantra’s growth in South India. Starting out as an engineering graduate, his curiosity and love for numbers led him to the world of finance, where he completed an MBA in Finance and found his true calling in the Mutual Fund Industry.
Over the last 18 years, he has built deep expertise in mutual fund-based portfolio construction, helping clients navigate markets with confidence and clarity, and his goal-oriented approach has created meaningful impact in clients’ lives.
At Mutual Fund Mantra, Aasai serves as the front-end portfolio architect, specializing in customized, goal-oriented strategies. His approach blends tactical and strategic asset allocation to optimize long-term capital gains while prioritizing capital protection and liquidity. With a strong focus on risk profiling, rebalancing, and market timing, he has empowered countless clients with steady cash flows for education, stress-free retirements, and freedom from debt.
Known for his thoughtful listening and problem-solving skills, Aasai has built lasting client relationships based on trust and understanding.
He believes that financial planning is as much about understanding people as it is about markets. His deep knowledge in retirement planning, equity markets, and next-gen financial strategies allows him to offer a truly holistic advisory experience.
When he's not tracking markets, you’ll find him cycling, trekking, reading, or soaking in the serenity of nature, finding balance between a fast-moving market and a grounded lifestyle.
CERTIFICATIONS
NISM-Series-V-A: Mutual Fund Distributors Certification
NISM-Series-XII: Securities Markets Foundation Certification
NISM-Series-XVII: Retirement Advisor Certification
Avantika Asai - Partner at Mutual Fund Mantra, leads with a strong focus on relationship management, collaboration, and client experience. She is instrumental in shaping the firm’s strategic direction, streamlining internal systems and processes, managing inter-partner coordination, and guiding the firm’s growth trajectory.
A graduate of Hansraj College, University of Delhi, with a B.Com (Hons) degree, Avantika has developed a keen ability to understand client needs and build lasting relationships. In her previous role as a Portfolio Analyst in the leading wealth advisory firm of the country in Mumbai, she supported Relationship Managers in delivering tailored solutions to HNI and UHNI clients—managing communication, coordinating across teams, and ensuring high standards of service delivery.
Kanaka Asai – the other founding pillar of Mutual Fund Mantra— is a Qualified Personal Finance Professional and MBA in Finance.An engineering graduate turned finance professional; she discovered her passion for financial advisory early on and has since been committed to supporting clients in achieving their financial goals with care, clarity, and integrity. With a deep-rooted belief in client-first financial advice, she has established herself as a trusted figure in the mutual fund industry.
At Mutual Fund Mantra, Kanaka leads business administration and digital transformation. She ensures Mutual Fund Mantra remains agile and efficient in today’s fast-evolving financial landscape by leveraging cutting-edge platforms to deliver smart reporting, seamless data analytics, and a streamlined client experience. Her strategic partnerships with Asset Management Companies and focus on service excellence have played a vital role in scaling the firm's delivery model. With strong ties across the mutual fund ecosystem, she ensures clients receive timely, relevant, and personalized financial solutions.
Renowned to have been the first Certified Financial Planner (CFP) in Trichy in 2009, and an active ProMember of Network FP since 2018, Kanaka brings expertise across goal planning, investment strategies, tax efficiency, and retirement readiness. Known for her approachable nature and collaborative spirit, she’s as active in industry circles as she is in social ones.
When she’s not wearing her professional hat, she’s a passionate home chef, avid traveler, art lover, and Netflix enthusiast—with a youthful, upbeat energy that reflects in every aspect of her life and work.
CERTIFICATIONS
Qualified Personal Finance Professional (QPFP), Network FP
NISM-Series-V-A: Mutual Fund Distributors Certification
While certified in financial advisory and distribution, Avantika’s true passion lies in building systems, relationships, and experiences that support Mutual Fund Mantra’s vision of sustainable, client-centric growth.
Off the clock, Avantika is a passionate dancer and avid music listener. She finds joy in watching thought-provoking dramas and films, and actively advocates for mental health awareness. Deeply committed to making a positive impact, she believes in using her voice and actions to bring about lasting, meaningful change in the world.
CERTIFICATIONS
NISM-Series-X-A: Investment Adviser (Level 1) Certification
NISM-Series-X-B: Investment Adviser (Level 2) Certification
NISM-Series-V-A: Mutual Fund Distributors Certification
NISM-Series-XII: Securities Markets Foundation Certification
Avantika Asai
Partner
Contact Us
Ready to take charge of
your financial journey?
Embark on your wealth journey with expert insights and a mutual fund strategy tailored just for you.
At Mutual Fund Mantra, we offer more than guidance — we offer partnership, discretion, and clarity.
Reach out to us via phone, email,
or through our trusted social channels —
your journey deserves a thoughtful beginning.
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