HNI Services

Our Services

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For discerning investors with substantial portfolios, we offer access to sophisticated investment vehicles designed for wealth maximization and preservation. These institutional-grade products come with higher minimums but offer strategies not available in retail products.
*Minimum Investment: ₹50 Lakhs and above

1) Portfolio Management Services (PMS)

PMS offers personalized portfolio management for HNIs. Unlike mutual funds, you own the stocks directly while expert fund managers actively manage your portfolio to maximize returns.
MINIMUM INVESTMENT: ₹50 Lakhs

WHY NEEDED:
✔ Direct stock ownership
✔ Personalized portfolio customization
✔ Active management by star fund managers
✔ Tax efficiency through direct ownership
✔ Transparency with real-time holdings visibility

2) Alternative Investment Funds (AIF)

AIFs are pooled investment vehicles for sophisticated investors, offering access to alternative strategies like private equity, real estate, and hedge funds that aren't available in traditional markets.
MINIMUM INVESTMENT: ₹1 Crore

WHY NEEDED:
✔ Access to alternative asset classes
✔ Potential for higher risk-adjusted returns
✔ Portfolio diversification beyond stocks/bonds
✔ Professional management of complex strategies
✔ Exposure to private markets and special situations

3) Structured Products (MLD/ELD)

Market-Linked Debentures and Equity-Linked Debentures offer capital protection with market-linked returns. Get equity-like upside with debt-like safety through carefully structured payoff profiles.
MINIMUM INVESTMENT: ₹5 Lakhs

WHY NEEDED:
✔ Principal protection with market participation
✔ Customized risk-return profiles
✔ Tax efficiency (some structures offer LTCG treatment)
✔ Defined maturity with clear payoff structure
✔ Access to complex strategies made simple

Key Benifits

We believe that financial goals are more than a number to our clients. It may represent a new home, a small business, a comfortable retirement or a college education. To help our clients go from dreaming to doing, we have our core beliefs that are central to their investing success. We’re here to help with any questions you have on your path to find financial security.

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Stats & Charts

Building wealth is a goal that many people aspire to, but it can often seem like an overwhelming task. It takes time, effort, and discipline to be successful with this goal, so don’t be lured by get rich quick schemes and too good to be true opportunities that can send you down a dangerous path.

Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success and empower their business growth.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.

We build trust and maintaining a long lasting relations!