Investments for High Net-Worth Individuals
For portfolios that have outgrown conventional mutual funds —
Specialized
Investment Funds (SIF), PMS, AIF, and global investing — brought to you with the same
discipline as everything else we do.
Specialised Investment
Funds (SIFs)are designed to follow a pre-defined investment approach,
often using a mix of equities, debt, or other instruments. These funds aim to
provide investors with targeted exposure to particular market opportunities
while maintaining a specialised mechanism for capital allocation and a minimum investment of ₹10 lakh.
Portfolio Management Services
(PMS) are professional
investment solutions for high-net-worth individuals featuring direct stock
ownership, tailored strategies, and a minimum investment of ₹50 lakh.
Alternative Investment
Funds
AIFs are privately pooled investment vehicles that collect funds
from investors and deploy them into specified assets as per the fund’s
strategy. These funds can focus on equity, debt, real estate, or other
alternative assets, offering a structured approach to diversification and a minimum investment of ₹1 crore.
Global Investments:
Our Global Investments
service enables you to diversify your portfolio by accessing investment
opportunities across international markets through Gift City and other advisory-based, curated investment access
Why Choose This Service
Consolidated Portfolio Review
Evaluate financial assets, liabilities, liquidity, concentration, and objectives through a unified portfolio view.
Strategic Asset Allocation
Define allocation ranges based on risk capacity, liquidity requirements, time horizons, and financial objectives.
Governance and Rebalancing
Establish review parameters and disciplined rebalancing actions for complex and evolving portfolios.
Explore Different Investments for High Net-Worth Individuals Options
Reduced Concentration Risk
Identify excessive exposure to individual securities, sectors, businesses, or asset categories.
Improved Liquidity Planning
Align liquid reserves and investment maturities with expected commitments and contingency requirements.
Consistent Investment Governance
Use documented allocation and review principles to support disciplined long-term decision-making.
Start a conversation
Ready to take control of your financial future?
Contact us today to learn more about our expert financial planning services and to schedule a consultation with one of our experienced planners.