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.
Balanced Growth Growth
+12.80% ReturnModerate growth portfolio combining corporate bonds and high-dividend global equities.
Indian Stock Market Equity Portfolio
+15.50% ReturnHigh-conviction portfolio allocated across blue-chip Indian equities (Nifty 50, Reliance, HDFC, TCS, L&T).
Commercial Real Estate & REIT Fund
+12.40% ReturnInstitutional fractional ownership in Grade-A commercial office space and logistics parks in Metro cities.
Arbitage Trading
+5.00% ReturnIPO LaunchGain Plan
4 - 6% One TimeExclusive institutional allocation in high-demand initial public offerings for 4-6% one-time instant listing gains.
WealthGrow Compounding Plan
3 - 6%High-conviction compounding equity portfolio focused on market leaders yielding 3-6% returns.
SmartFund Wealth Builder
2 - 5% MonthlyDiversified multi-sector mutual fund portfolio managed for consistent 2-5% monthly capital growth.
IndiaAlpha Growth Plan
5 - 8% MonthlyBespoke Indian stock market strategy capturing high-alpha growth opportunities in mid-cap and blue-chip equities delivering 5-8% monthly returns.
Request an Introduction
Our partners meet a limited number of new clients each quarter. Introductions are unhurried, private, and without obligation.
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