Comprehensive wealth management program to help you make the most of your money
Analyse your existing investments to assess your asset mix and selection
Create an optimal portfolio based on your needs and plan your migration to it
Actively monitor and rebalance your portfolio to deliver reliable returns
Identify under-performers in your portfolio
Determine if you have the right asset mix
Discover how you can improve your returns
Portfolio of mutual funds built to outperform markets over the long term
Outperformance over market
Min. Portfolio Size
Angel & late stage private opportunities for exponential returns
High quality debt assets to provide stability in times of severe volatility
Post tax returns
Regular review of your investments
Understand your portfolio performance and get actionable insights from investment experts.
On-demand financial consultation
Discuss all your personal finance questions with a wealth management expert.
Make your ESOPs more valuable
Get more value from your ESOPs with easy liquidation and tax liability management.
Tell us a little about you. What are your investing goals and how you have been investing so far.
Understand the program and its offerings. Review your investments and decide on the right next steps.
Get started on your wealth creation journey with a minimum investment of ₹50 lakhs.