Intelligent Mutual Fund Portfolios for Complex Wealth.
We build the liquid core of your portfolio, designed to balance the illiquidity of your alternate assets.
Our Approach
Most MFDs look at your mutual funds in isolation. They don’t know you just bought a INR50L painting or have capital locked up in a PE fund.
We operate with a ‘Total Balance Sheet’ mindset. We structure your public market (MF) portfolio specifically to provide liquidity when your private market calls arise.
Capital Alignment
We manage your capital with the same anxiety and rigor that we apply to our own. We do not recommend any scheme unless it passes the strict “Family Test” : Is this safe enough and robust enough for our own personal portfolios?
The Irreplaceable Capital
We view your capital not as a benchmark to be beaten, but as the stored energy of your life’s work. It is irreplaceable.
In a world obsessed with quarterly performance, we focus on endurance. We do not churn portfolios for activity’s sake. We position ourselves to hold high-quality assets indefinitely, compounding quietly while others react to noise.
The Geographic Blindspot
India represents less than 4% of the global market cap. To ignore the other 96% is not patriotism; it is a mathematical risk. We construct portfolios that capture global innovation. From Silicon Valley AI to European Luxury. Providing a critical hedge against currency depreciation.