Independent by design
We take no upfront commission. Our only income is a small trail paid by the manager for as long as you stay invested — so we gain nothing from moving your money around.
₹0 upfront commission · trail only
ABOUT US
We are an APMI-registered desk that helps high-net-worth individuals, NRIs and family offices choose Portfolio Management Services and Alternative Investment Funds on their merits — how they fit your goals, what they really cost, and what the fine print says.
HOW WE WORK
We take no upfront commission. Our only income is a small trail paid by the manager for as long as you stay invested — so we gain nothing from moving your money around.
₹0 upfront commission · trail only
Management fees, performance fees, hurdle rates, catch-up clauses and exit loads — we lay out every layer in rupees, including the ones most statements never spell out.
Every fee shown before you invest
Sometimes the right answer is to stay where you are, wait, or choose something simpler. We would rather lose a mandate than place you in a strategy that doesn’t fit.
No pressure to move or switch
We track more than 500 PMS and AIF strategies and judge them on risk-adjusted returns across full market cycles, drawdowns, portfolio turnover, tax drag and the team behind them.
500+ strategies evaluated
BOUTIQUE BY DESIGN
We have chosen to stay deliberately small. Every client works directly with experienced professionals, not a call centre or a rotating relationship manager, and every conversation is treated in confidence. It means we take on fewer clients — and give each of them our full attention.
Your portfolio is discussed with experienced professionals from the first call onwards.
No scripts, no sales targets and no hand-offs between departments.
Your holdings and circumstances stay between you and our desk.
CREDENTIALS & REGISTRATIONS
Start with a no-obligation conversation, or send us what you hold today for a free portfolio review.