About Ontrack Assets | AMFI-Registered Mutual Fund Distributor

Two Decades Across Market Cycles

The 20-Year Journey of Continuity

True distribution value is not proven in calm bull markets, but in how investors are guided through market dislocations, policy shifts, and generational transitions.

2005

Foundation & Guiding Compass

Establishment in New Delhi

Established Ontrack Assets in New Delhi with a clear relationship-led philosophy: financial advisory grounded in understanding family objectives rather than transactional product sales.

2008

The Financial Crisis (Base Camp)

Preserving Conviction

Steered investors through historic global market volatility, maintaining disciplined asset allocation and preventing panic redemptions at market bottoms.

2013

Taper Tantrum & Currency Swings

Fixed Income & Stability

Instituted structured debt mutual fund allocations and liquid reserves to protect investor cash flow and short-term capital commitments.

2020

Pandemic Dislocations & Digital Transition

Seamless Digital Execution

Pioneered paperless onboarding, e-Mandates, and remote servicing without interrupting daily transaction execution or investor portfolio reviews.

Present

Multi-Decade Continuity

20+ Years & Multi-Generational Trust

Serving multi-generational family portfolios backed by 3 NISM Series V-A certified professionals, robust tech platforms, and a relentless commitment to staying on track.

Leadership & Vision

Leadership & Founder Profile

Guiding Ontrack with hands-on involvement, operational discipline, and long-term stewardship.

Susheel Masand

Managing Director & Principal Founder

20+ Years Market Perspective

With over two decades of experience since 2005, Susheel Masand has built Ontrack Assets around a principle that has remained consistent through changing markets: financial relationships must be founded on understanding, strengthened through responsibility and sustained through dependable support. His hands-on approach and wide market perspective ensure investors receive transparent, disciplined guidance.

Mutual funds have remained his principal area of professional focus. His wider experience across equity markets and real estate contributes to a practical appreciation of financial assets, market behaviour, and the real responsibilities that influence individual and family decisions.

Known for his hands-on approach, Susheel remains closely involved in the firm and its investor relationships. He believes that servicing continues well beyond the initial investment and requires transparent communication, reliable operations, and the discipline to keep long-term objectives in perspective.

Established 2005 · New Delhi

Serving Families & Investors Across Market Cycles

Ontrack Assets Pvt. Ltd. is a New Delhi-based, AMFI-registered Mutual Fund Distributor serving individuals and families since 2005. We help investors understand and access mutual fund solutions in the context of their stated objectives, time horizons, liquidity requirements, and comfort with risk.

Our work extends beyond facilitating an investment transaction. We assist investors with KYC requirements, documentation, FATCA, nominations, bank mandates, SIP registrations, transaction tracking, portfolio information, reports, and continuing service requests.

Ontrack Assets is supported by experienced leadership, three NISM Series V-A certified professionals, and a robust back-office operations team — combining personal attention, operational strength, and technology-enabled servicing while preserving the human understanding on which lasting financial relationships are built.

Ontrack Institutional Credentials

AMFI Registration

ARN 309762 | Registered as Non-Individual Distributor

Certified Professionals

Three NISM Series V-A certified professionals on staff

Technology Platforms

NSE NMF II, BSE StAR MF, MF Central & InvestWell Mint

Track Record

Two decades of continuous investor servicing since 2005

Institutional Access & Fund House Relations

Empanelled With Leading AMCs & Direct Relationships With Investment Management

Ontrack Assets maintains formal empanelment with India’s leading Asset Management Companies. Our ongoing dialogue with fund managers, product specialists, and operational teams ensures timely market perspectives and seamless transaction execution for our investors.

HDFC Mutual Fund

Equity, Debt & Hybrid

ICICI Prudential Mutual Fund

Equity, Debt & Thematic

SBI Mutual Fund

Sovereign-Backed AMC

Kotak Mahindra Mutual Fund

Active Equity & Debt

Aditya Birla Sun Life Mutual Fund

Multi-Asset & Solutions

Nippon India Mutual Fund

Equity, Debt & ETFs

Axis Mutual Fund

Quality & Growth Strategies

Mirae Asset Mutual Fund

Domestic & Global Equity

DSP Mutual Fund

Fundamental & Quantitative Rigor

PPFAS Mutual Fund

Value & Global Equity

WhiteOak Capital Mutual Fund

Active Performance Alpha

Tata Mutual Fund

Ethics & Long-Term Stewardship

UTI Mutual Fund

Pioneer of Indian Mutual Funds

Bandhan Mutual Fund

Fixed Income & Active Equity

Franklin Templeton Mutual Fund

Global Investment Franchise

Motilal Oswal Mutual Fund

High-Conviction QGLP Equity

Sundaram Mutual Fund

Mid & Small Cap Specialist

HSBC Mutual Fund

Global & Indian Capabilities

Invesco Mutual Fund

Global Research & Factor-Based