Invest Strategically.
Plan Holistically.
Stop juggling multiple advisors, platforms, and products. We design one cohesive portfolio across mutual funds, PMS, AIF, global equities, and fixed income — then manage it for you.
7+
Investment Solutions
44+
AMC Partners
Quarterly
Review Cycle
1
Point of Contact
Building Your Wealth Architecture
Discipline · Insight · Alignment · Long-Term Wealth
What is Wealth Architecture?
Wealth Architecture isn't about selling mutual funds or PMS. It's about designing a comprehensive investment structure tailored to your life goals, risk capacity, and time horizons. True diversification across Indian equities, global markets, fixed income, and alternatives — not just owning 5 similar funds, but assets that don't move together.
Our Approach
We don't chase last year's winners. Our selection is data-driven — quantitative screening, fundamental research, risk-adjusted returns, and downside protection. We track macro economy, global liquidity flows, and interest rate cycles to position your portfolio for what's ahead. Continuous monitoring, quarterly reviews, and tactical rebalancing keep your wealth aligned with your goals as markets evolve.
Why Wealth Architecture?
You have a life to live. Tracking markets, rebalancing portfolios, chasing NFOs — that's our job. You get a dedicated expert watching your wealth, a single point of contact who knows your complete financial picture. Every investment decision considers tax implications and cost efficiency — we optimize for post-tax returns, not just gross returns.
What We Manage For You
Indian Equities
Mutual funds, PMS, AIF, SIF — the right vehicle for your ticket size and objectives
Global Investments
US, Europe, and emerging markets through Vested & Interactive Brokers
Fixed Income
Capital preservation and income generation across debt instruments
Alternatives
Non-traditional assets for portfolio diversification
Sample Portfolio Strategies
Your actual allocation will be customized based on your goals and risk profile
Conservative
30% Equity · 60% Debt · 10% Alternatives
Capital preservation focus with modest growth. For those prioritizing safety over returns.
Balanced
50% Equity · 40% Debt · 10% Alternatives
Growth with stability. The middle path for most long-term goals.
Growth
70% Equity · 20% Debt · 10% Alternatives
Aggressive wealth creation. For those with longer horizons and higher risk tolerance.
Global
40% India · 40% Global · 20% Debt
Geographic diversification across markets. Rupee and dollar exposure balanced.
Investment Minimums
Entry Level
₹5 Lakhs
MF-focused portfolio with global allocation
Growth
₹10 Lakhs
Multi-asset portfolio with free tax filing
Premium
₹1 Crore+
Full multi-asset including AIF/PMS + free tax planning
Fee: 1.5% per annum on managed assets, billed quarterly. No hidden charges.
What You Get
Personalized asset allocation based on your goals and risk profile
Access to 44+ AMCs, 23+ PMS providers, 14+ AIFs through single relationship
Global investment access via Vested and Interactive Brokers
Quarterly portfolio reviews and annual rebalancing
Consolidated reporting across all investments and platforms
Dedicated relationship manager who knows your complete picture
Tax optimization guidance for investment decisions
Priority access to IPOs, NFOs, and special opportunities
Risk Disclosure: All investments carry risk including potential loss of principal. Target returns are indicative and not guaranteed. Past performance does not guarantee future results. Portfolio allocations may vary based on market conditions and individual circumstances.
Ready for Stress-Free Wealth Management?
Let's start with a conversation about your goals. No obligation, no jargon — just clarity on what a managed portfolio could look like for you.
Schedule a Discussion