For beginners and first-time investors
For investors with some experience or existing asset
For investors preparing for or enjoying retirement
Personalized wealth strategies balancing growth and stability through curated mutual funds, alternatives, and fixed income—backed by research, risk alignment, and proactive liquidity planning.
Perfect! We specialize in making investing simple for beginners. We'll start with your KYC, help you understand basic concepts, and set up your investments. Think of us as your investment training wheels.
Start with SIPs in diversified mutual funds and stay invested for as long as you can. It's like paying yourself first—a small amount every month that grows through the power of compounding.
We understand your concern. All investments carry risk but that's where we come in. Over the years we’ve observed that with the right kind of risk profiling and asset allocation investing becomes very efficient. Both of which are non-negotiable processes for us. This helps us navigate risks better for all our clients. We'll also ensure you have adequate emergency funds and insurance before you start investing.
Almost none! Once we set up your investments, it runs on autopilot. We handle the monitoring and send you monthly updates. You just need to attend quarterly review calls with us.
Absolutely! We'll audit your existing portfolio, identify gaps or overlaps, and suggest improvements. Many experienced investors are surprised by how much their returns improve with proper fund selection and allocation.
Not necessarily. We'll review what you have and suggest changes only where they add value. If your existing investments are performing well and suited to your goals, we'll work around them.
We consider tax implications in every recommendation—choosing between growth and dividend options, tax-loss harvesting strategies, and allocating your investments better to optimize your overall tax burden.
We create personalized strategies balancing growth and stability through curated mutual funds, alternatives, and fixed income—backed by research, risk alignment, and proactive liquidity planning for your transition.
We design income strategies using SWPs (Systematic Withdrawal Plans), dividend options, and fixed-income products to replace your salary. The key is withdrawing sustainably while preserving capital for longevity.
Not entirely. We recommend a balanced approach—keeping some equity exposure to beat inflation while ensuring stability for immediate needs.
A rough rule is 25-30 times your annual expenses, but it depends on your lifestyle, health, family situation, and other income sources. We'll help calculate your specific number and create a plan to reach it.
You qualify for SIFs—specialized investment funds offering strategies like private credit, thematic equity, and derivative-based approaches not available in regular mutual funds. It's the perfect bridge between mutual funds and PMS.
You get access to more sophisticated strategies, dedicated relationship management, customized portfolio construction, and priority access to new opportunities.
Yes! With your investment capacity, we can create more customized allocations across asset classes, including alternatives, international exposure, and sector-specific strategies based on your risk appetite and goals.
You qualify for PMS (Portfolio Management Services) with dedicated fund managers, direct stock portfolios held in your name, and access to AIFs (₹1+ crore) like private equity, venture capital, and real estate funds.
In PMS, you own individual stocks directly (not fund units), get completely customized portfolios, have dedicated fund managers, and can customize investment strategies based on your specific requirements and restrictions.
While we don't operate as a traditional family office, we provide comprehensive wealth services including estate planning guidance, tax optimization, succession planning, and coordination with your CAs and legal advisors.
We maintain strict confidentiality protocols, provide dedicated relationship managers, and can customize reporting and communication preferences. Your privacy and discretion are paramount in our service approach.
