Investments chosen around your life, not around products.
Mutual funds, PMS, AIFs, Indian and US stocks, and bonds, brought together in one place for your family.
It starts with a conversation, not a product pitch. You'll always know which step we're on and what happens next.
A relaxed first call about your goals, your timelines and what you already own.
Your comfort with risk, the cash you might need and your existing investments, so everything we suggest actually fits.
A few suitable products, with the risks, the costs and our commission written out in plain language.
We handle the paperwork, send one report covering everything, and check in whenever life changes.
Say two people each come to us with ₹5 crore. Once we understand their lives, this is roughly how differently we might put that money to work.
Founder of a growing manufacturing business
Wants his wealth to grow over the next 15 years, but his business could need cash at short notice.
Why this shape: he has time on his side, so most of it goes into growth. We keep a liquid cushion he can reach in a day or two, so a business emergency never forces him to sell at a bad time.
Recently retired doctor
Needs a dependable monthly income and would rather sleep well than chase the highest return.
Why this shape: a monthly withdrawal plan pays her like a salary. The bonds give her steady interest, and a smaller slice of equity helps her savings keep up with rising costs over a long retirement.
Rohan and Meera are made-up examples to show how portfolios can differ from person to person. These are not recommendations. Anything we suggest for you comes only after we understand your situation in full.
Most families use two or three of these side by side. Tap any of them to see who it suits and how we tailor it.
The everyday core of most portfolios, across equity, debt and hybrid funds.
SIP or lump sumLearn moreA professional runs a portfolio of stocks that stays in your own name.
From ₹50 lakhLearn morePooled funds for private credit, pre-IPO companies and other specialist strategies.
From ₹1 croreLearn moreOwn shares directly through outside partner platforms. We help you set up; they hold and trade.
Via partner platformsLearn moreNCDs, bonds and corporate FDs for steadier, predictable income.
Income focusedLearn moreWe track deals, IPOs, buybacks, rating changes, policy and global macro, and sum each one up in a line. Here are the latest few.
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Every update we've published, searchable by company, sector or deal type.
Open the news deskEvery Monday morning, the five or six things that mattered most last week, with a short explanation of each.
Tell us a little about yourself. We'll call you within one working day to set up a 30 minute conversation. There's no obligation and no sales pitch.
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