01→
Equity PMS & AIF
Concentrated portfolios managed by veteran fund managers targeting alpha across mid and small-cap segments.
Sophisticated capital,quietly compounded.
Institutional-grade strategies and bespoke advisory for India's families and founders — Equity PMS, Private Equity, Fixed Income, and proprietary Risk Profiling.
Equity · Private Markets · Advisory
SEBI Registered Investment Adviser₹4,500 Cr+ Assets Under Advice120+ Family OfficesMumbai · Bengaluru · DubaiEquity PMS · Private Equity · Fixed IncomeEst. 2006 — Quietly CompoundingSEBI Registered Investment Adviser₹4,500 Cr+ Assets Under Advice120+ Family OfficesMumbai · Bengaluru · DubaiEquity PMS · Private Equity · Fixed IncomeEst. 2006 — Quietly Compounding
I — Strategic Vehicles
A comprehensive suite of public and private market instruments.
Tailored for high-net-worth ecosystems, governed by mandate, and reviewed quarterly.
02→
Private Equity
Exclusive access to Pre-IPO opportunities and late-stage venture capital in India's fastest-growing sectors.
03→
Fixed Income & Bonds
Curated debt instruments, hybrid mutual funds, and high-yield bonds for capital preservation and steady cash flow.
II — Solutions Index
Personalised to your mandate- 01
Boost
Growth
Equity Mutual Funds, PMS, and Equity AIF — high-conviction strategies engineered for long-horizon capital appreciation.
→ - 02
Stabilise
Preservation
Debt and Hybrid Mutual Funds, sovereign bonds and CFDs that defend purchasing power across cycles.
→ - 03
Save Tax
Efficiency
ELSS, capital-gain bonds, and structured insurance — calibrated to current frameworks and your liabilities.
→ - 04
Multiply
Private Markets
Private Equity, start-up funding, and Pre-IPO allocations sourced from a closed network of operators.
→ - 05
Insure Secure
Protection
Life, health, and business insurance, underwritten and reviewed annually as part of the larger mandate.
→ - 06
Risk Profile
Diagnostics
Begin with a proprietary diagnostic that maps liquidity, behavioural bias, and intergenerational intent.
→
Wealth ProjectionLive
Projected corpus
₹5.05 Cr
Invested · ₹1.80 CrGains · ₹3.25 Cr
Monthly investment₹1.00 L
Time horizon15 yrs
Expected return12%
Indicative · Based on compounded monthly SIP
III — Risk IQ
Risk is not a number. It's a profile.
Our proprietary Risk Profiling engine goes beyond standard questionnaires. We map liquidity needs, behavioural biases, and intergenerational goals to build a resilient mandate for your capital.
- Behavioural bias mapping
- Liquidity stress testing
- Tax-efficiency ELSS optimisation
- Intergenerational mandate design
IV — Philosophy
"Wealth is a quiet conversation between generations."
We reject the noise of day-trading and the anxiety of the 24-hour news cycle. We build with the patience of a craftsman and the discipline of an institution.
Assets under advice
₹0Cr+
Client retention
0.0%
Family offices
0+
Years of trust
0
Ready to compose
your legacy?
Strictly by appointment. Mumbai · Bengaluru · Dubai.