Grow, Protect and Preserve Wealth
With Advisors Who Don't Push Products
Mutual funds, SIP, AIF, PMS, and family office advisory — structured around your goals, not our commissions.
Eligibility Criteria
| Criteria | Details |
|---|---|
| Investible Corpus | ₹10L and above for MF/SIP; ₹50L+ for PMS; ₹1 Cr+ for AIF |
| Investor Type | Resident individuals, NRIs, HUFs, companies, trusts |
| KYC Status | PAN + Aadhaar mandatory; must be KYC compliant |
| Risk Profile | We assess your profile before any recommendation — no generic advice |
Documents Required
Personal
- PAN Card
- Aadhaar Card
- Passport-size photograph
- NRI: Passport + OCI card (if applicable)
Financial
- Latest 3 months' bank statements
- ITR for last 2 years (for PMS / AIF)
- Existing portfolio / demat statement (if available)
- Net worth certificate (for AIF — CA-certified)
A ₹1.2 Crore Portfolio Restructured for Lower Tax and Higher Growth
A dual-income Hyderabad couple, both IT professionals, had ₹1.2 Crore accumulated in FDs, one ULIP, and a legacy endowment policy. Annual returns were averaging 5.8% — below inflation after tax.
Finvastra's wealth advisory restructured the portfolio: FDs moved to debt mutual funds (indexation benefit), ULIP surrendered after lock-in, endowment replaced with a pure term plan. Reallocated into equity (60%), debt (30%), and gold ETF (10%). Projected post-tax return: 9.2%. Insurance cost dropped by ₹64,000 annually for better coverage.
Scenario is representative. Projections are illustrative and depend on market conditions. Investment advice provided by SEBI-registered advisors.
Wealth Products — What Returns to Expect
*Indicative historical returns. Past performance does not guarantee future results. Investments subject to market risk.
A Process Built Around Your Goals
Goal Assessment
We understand your financial goals — retirement corpus, children's education, wealth preservation, or growth — before recommending anything.
Risk Profiling
A structured risk assessment determines your investment horizon, liquidity needs, and tolerance — the foundation of every recommendation.
Portfolio Recommendation
Based on your profile, we recommend across MF, SIP, PMS, or AIF — with clear rationale for each product, never driven by commissions.
Ongoing Review
We review your portfolio periodically and rebalance as your goals, market conditions, or risk appetite evolve.
SIP Goal Calculator
See how a disciplined monthly SIP can build significant wealth over time. Adjust the sliders to model your scenario.
* Projected returns are indicative only. Mutual fund investments are subject to market risks. Past performance does not guarantee future results.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future results. Finvastra Wealth Private Limited is a distributor, not an investment adviser.
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No product pitches. Just a conversation about your goals and what actually makes sense for you.