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Everything you invest in, with one team
Mutual funds are our largest practice and where most families start. As wealth grows, we bring in PMS, AIFs, bonds and unlisted shares where they fit, with tax planned in and the whole portfolio reviewed together.
Mutual fundsOur largest practice. We measure every equity and index fund in India against the right index every weekday, and use that to choose a small set of…PMSA professional manager runs a concentrated portfolio of shares held in your own demat account. PMS can suit large portfolios that want a sharper…AIFsAIFs give access to investments a mutual fund cannot make: private companies, private credit, real estate and long-short strategies. They are for…BondsBonds pay a known rate of interest and return your money on a set date, if the issuer pays. They suit money you need at a known time or as regular…Unlisted sharesShares of companies that have not listed on a stock exchange yet. They can let you invest before an IPO, but prices are set by a small market,…Tax planningTax is part of every investment decision, not a job for March. Led by a chartered accountant, we plan what to sell, when and in what order, so more…Portfolio reviewMost portfolios grow by accident: a fund a friend suggested, an NFO, a tax-saver in March. We put everything you hold in one view and show what…