Tailored to the shape of your wealth.
Each engagement begins with listening. From there, we design a solution that reflects your goals, obligations and preferences — not a shelf of products.
Discretionary Portfolio Management
MINIMUM: ₹50 LAKHActively managed, concentrated equity portfolios constructed by our investment team and tailored to your risk profile, tax situation and horizon. You retain full ownership and transparency at the security level.
- Flagship India Equity strategy
- Concentrated 20-25 stock portfolio
- Direct ownership of underlying securities
Multi-Asset Advisory
MINIMUM: ₹2 CRORENon-discretionary advice across equities, fixed income, gold and global markets. Suited for investors who prefer to retain execution while benefiting from our research and asset-allocation framework.
- Written Investment Policy Statement
- Quarterly asset allocation reviews
- Access to institutional-grade research
Family Office Services
MINIMUM: ₹25 CROREA consolidated view of a family's balance sheet — investments, real estate, private holdings, philanthropy, succession and taxation — coordinated through a single point of accountability.
- Consolidated reporting across custodians
- Succession & governance frameworks
- Philanthropic strategy
Institutional Mandates
MINIMUM: ₹10 CROREPurpose-built portfolios for trusts, endowments and treasury reserves designed with liability matching, liquidity requirements and strict capital preservation guidelines.
- Custom liquidity and risk mandates
- Dedicated institutional relationship manager
- Formal quarterly board reporting
Active Portfolio Packages
Explore fixed-yield portfolio allocations configured for instant digital onboarding.
Conservative Yield Plan
+6.50% ROILow-risk fixed income strategy focused on capital preservation and steady monthly dividends.
Balanced Growth Growth
+12.80% ROIModerate growth portfolio combining corporate bonds and high-dividend global equities.
Aggressive Wealth Multiplier
+24.50% ROIHigh-yield equity & private market opportunity fund designed for long-term wealth acceleration.
Indian Stock Market Equity Portfolio
+15.50% ROIHigh-conviction portfolio allocated across blue-chip Indian equities (Nifty 50, Reliance, HDFC, TCS, L&T).
Crypto Yield Staking & Digital Assets
+22.80% ROIDiscretionary digital asset portfolio featuring USDT yield farming, BTC, ETH, and Web3 market allocations.
Commercial Real Estate & REIT Fund
+12.40% ROIInstitutional fractional ownership in Grade-A commercial office space and logistics parks in Metro cities.
Fixed Income & High-Yield Corporate Bonds
+9.20% ROICapital-preservation strategy invested in AA+ rated corporate bonds and sovereign debt instruments.
Request an Introduction
Our partners meet a limited number of new clients each quarter. Introductions are unhurried, private, and without obligation.
SCHEDULE A CONSULTATION