Specialized equity-wealth solution for NRIs/HNIs

Build long-term wealth in Indian equities through a professionally curated portfolio of Mutual Funds and Specialized Investment Funds (SIFs), designed around your goals, risk profile and investment horizon.

What you get:

• Curated Equity Portfolio — Select funds across Flexi Cap, Large & Mid Cap, Mid Cap, Small Cap and other equity strategies.
• SIF Access & Evaluation — Explore SEBI-regulated SIF strategies where appropriate, beyond traditional mutual fund options.
• NRI-Focused Guidance — Support around NRI investment considerations, documentation, taxation and repatriation-related aspects.
• Portfolio Construction — Build a diversified portfolio rather than relying on individual fund recommendations.
• Ongoing Monitoring — Review portfolio performance, fund strategy, asset allocation and risk periodically.
• Goal-Based Investing — Align investments with objectives such as wealth creation, children's education, retirement or financial independence.
• Evidence-Based Selection — Evaluate funds based on portfolio quality, consistency, risk, diversification, fund-management approach and long-term suitability.

The objective:

Not to chase the next market winner, but to build a disciplined, diversified and scalable equity portfolio that can compound wealth over the long term.

Ideal for:

NRIs and HNIs looking to build or optimize a substantial India-focused equity portfolio through Mutual Funds and SIFs.