When service is honest, responsive, and focused on long-term well-being, growth stops being an ambition and becomes a natural result
Mohit Handoo, Founder
Madhya Pradesh is seeing a major shift in investor behavior, with more individuals recognizing the value of mutual funds and Indian equities and moving away from short-term speculation that often-caused losses. Over the past 18 years, investors have embraced long-term equity investing with greater maturity and patience.
Furthermore, economic transformation, sectoral innovation, and fintech growth have created new opportunities, encouraging structured and professionally managed participation in India’s growth story. Today, mutual funds have become the preferred vehicle due to diversification, controlled risk, and professional management. However, challenges remain in semi-urban markets, where awareness, access to research and investor education still limit informed decision-making and confidence.
It is in this evolving landscape that Compass has positioned itself as a trusted wealth partner. Compass bridges investor needs and market opportunities through expertise, goal-based strategies, and education. The firm delivers transparent guidance and continuous support, helping clients navigate investments, align portfolios with long-term goals, and participate confidently in financial markets.
The X-factor
Compass stands apart through its strong focus on foresight-driven strategies. The firm helps clients build a clear long-term vision for their finances, looking five, seven, or even ten years ahead. It aligns investments with defined life goals instead of short-term market movements. On the whole, the firm positions itself as a trusted wealth partner built on experience, transparency and goal alignment.
The founder, Mohit Handoo, brings a strong banking background, having worked with ICICI Bank Wealth, HDFC Bank Premier, Axis Wealth, and ING Vysya Bank Wealth. He left the banking system with a vision to bridge the gap between what clients truly need and what financial institutions offer.
As a part of this objective, the firm educates its clientele about every product before investing in it. This helps investors define financial goals and aligns investments directly with those goals instead of pushing products. This approach builds trust and long-term relationships. Additionally, the firm offers comprehensive financial distribution services across investment products, supporting wealth creation, portfolio structuring, and long-term financial planning.
By emphasizing clarity, planning, and expected outcomes, the firm ensures clients invest with purpose, confidence, and a deeper understanding of how each decision supports their future financial direction.
Service-Led Relationships
Compass operates with a focused and experienced team dedicated entirely to service, where each member prioritizes responsiveness, accuracy, and client care.
The firm maintains an exceptionally fast turnaround time, responding to client queries within thirty minutes to one hour. This high-touch approach ensures clients receive timely support and clear communication whenever needed.
The organization builds relationships on trust, transparency, and consistent engagement, relying primarily on client referrals rather than a sales team. “When service is honest, responsive and focused on long-term well-being, growth stops being an ambition and becomes a natural result,” states Mohit Handoo, Founder at Compass. The team remains accessible at all times and maintains regular communication to address evolving client needs. Mohit compares the firm’s role to that of a family doctor: “just as families trust that one doctor for health, clients trust Compass for wealth,” he states. This philosophy forms the foundation of lasting client relationships and continued client satisfaction.
From Foundation to Future
The firm’s journey reflects steady, service-driven progress with clients all across the globe today. Back when the firm started operations in 2015, its assets were around INR 100 crore. Today, it manages nearly INR 700 crore. This growth reflects consistent client trust, strong retention, and disciplined executory practices.
Mohit credits his wife Dr. Anshu Handoo, a finance PhD and operational expert from the same background, as the backbone of the business. While he focuses on client relationships, she manages backend operations and client servicing. In 2016–17, the firm began catering to clients in more states through the founder’s sister-in-law Aditi Lalwani, Ex UCO Bank and 360 One Wealth formerly known as IIFL Wealth. With the extensive use of online platforms, the clients have expanded to every continent today enabling a wider reach without physical branches.
When service is honest, responsive, and focused on long-term well-being, growth stops being an ambition and becomes a natural resultMohit Handoo, Founder
Looking ahead, the firm aims to strengthen service delivery by expanding its team and adopting more technology-driven solutions. The long-term mission remains clear: to become the best-in-class solution provider for clients. Till now the major focus in goal planning has been buying cars, buying houses, children's education, marriage etc with less emphasis on a very important aspect that is retirement. As part of its strategic roadmap, Compass wants to educate people on the importance of retirement planning along with wealth creation. Compass also plans to expand into portfolio management services by operating under the PMS license framework by SEBI, complementing existing distribution services and broadening the firm’s wealth management offerings.
Investor Awareness
Mohit highlights the urgent need for stronger investor understanding across asset classes. He believes many investors still lack clarity about how different asset classes work and when to use them. He shares a simple example to explain this gap. If onion prices suddenly rise from Rs. 20 to Rs. 100. in a short period, would someone start investing in onions just because prices increased? He uses this comparison to show how people chase price movements without understanding the asset itself. Furthermore, he observes similar behavior in gold and silver, where investors react to rising prices without fully understanding the role of these assets in a portfolio.
Mohit concludes by stating “As the financial world expands with mutual funds, PMS, and AIFs across Categories I, II, and III, investor knowledge has not grown at the same pace. I believe education must come first, because informed investors make better decisions and participate more effectively in wealth creation.”
