Exclusive HNI Advisory
Your Wealth,
Expertly Managed.
Schedule a free 30-minute strategy call with our SEBI-registered wealth advisors to build a robust, goal-oriented portfolio.
SEBI Registered
10,000+ Investors
₹500 Cr+ AUM
ISO 27001 Certified
Comprehensive Wealth Solutions
Tailored investment vehicles designed to preserve and grow your capital across market cycles.
Portfolio Management Services (PMS)
Min. Investment
₹50 Lakhs
Expected Returns
18-25% CAGR target
Key Benefits:
- Dedicated Portfolio Manager
- SEBI Registered
- Quarterly Reviews
Alternative Investment Funds (AIF)
Min. Investment
₹1 Crore
Expected Returns
20-30% IRR target
Key Benefits:
- Real Estate
- Private Equity
- Venture Capital access
Direct Mutual Funds
Min. Investment
₹500/month SIP
Expected Returns
12-18% CAGR (equity)
Key Benefits:
- Zero commission
- AMFI regulated
- Goal-based planning
Sovereign Gold Bonds (SGB)
Min. Investment
1 gram (₹6,000 approx)
Expected Returns
2.5% p.a. + Gold apprc.
Key Benefits:
- RBI issued
- Tax-free maturity
- Physical delivery option
Fixed Income & Bonds
Min. Investment
₹10,000
Expected Returns
7-12% p.a.
Key Benefits:
- Capital protection
- Regular income
- Government/PSU bonds
Insurance & Estate Planning
Min. Investment
As per plan
Expected Returns
Life cover + wealth
Key Benefits:
- Term Life
- Health cover
- Will & succession planning
Book Your Free Wealth Strategy Call
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