INVESTMENT SUITE

Opportunities Designed
Around Your Objectives.

Explore thoughtfully curated solutions across income, alternatives, global markets and long-term wealth creation.

INVESTMENT SOLUTION 01 — PREDICTABLE INCOME

Fixed Income (10–15%)

Secure a predictable yield stream utilizing institutional grade debt markets. We curate allocations in structured, rated corporate default-insured avenues to yield highly predictable income streams.

Structured Instruments Include:
• Corporate & NBFC Bonds
• Listed Sovereign Bonds
• Public & Private NCDs
• Corporate FDs
INTERACTIVE SIMULATOR

Bond Yield & Payout Planner

Simulate institutional fixed income yield cashflows based on secure debt metrics.

₹5,00,000
₹2 Lakhs (Min)₹50 Lakhs
Target Yield p.a.11.5%
Total Income Earned+₹1,15,000
Total Maturity Value₹6,15,000
Estimated Monthly Inflow₹4,792 / month

Structured monthly coupon payment distributed directly to bank of record.

Indicative returns based on fixed corporate schedules. Subject to credit risk guidelines.
IKSHVA40% Allocation
Click segment above to inspect
RECURRING ALLOCATION MOTIF

Fixed Income

The bedrock of private capital preservation. Structured to yield predictable income with rated and secured underlying corporate debt assets.

Target returns10% - 15% p.a.
Risk parametersConservative-Moderate
Aligned Instruments
Corporate Bonds & NCDsSecured DebenturesHigh-Grade Corporate FDs
INVESTMENT SOLUTION 02 — EXCLUSIVE ALTERNATIVES

Regulated Alternatives

Access high-growth commercial assets and curated investment funds that represent premium inflation-hedged alpha. Designed for High-Net-Worth individuals and corporate treasury diversification.

Strategic Alternatives:
SM REIT Fractional Commercial Real Estate12%+ TARGET
Debt-Oriented Alternative Investment Funds (AIFs)SEBI REGULATED
Curated Portfolio Management Services (PMS)SOPHISTICATED ALPHA
INVESTMENT SOLUTION 03 — GLOBAL ACCESS

Global Investing Hub

Invest in offshore assets securely under RBI LRS route. Tap into world-leading US technology sector ETFs, luxury global equities, and dollar-denominated yield deposits to insulate capital from localized market shocks.

Offshore Allocations:
  • US ETFs, global technology themed baskets
  • US, European and Hong Kong Listed Equities
  • Guided RBI LRS Compliance & Tax filings
THE STRATEGIC CHOICE

Advantages of Global Capital Allocation

True Global Diversification

Reduce single-country bias by allocating capital across uncorrelated global markets, helping protect wealth from localized economic and market shocks.

Built-in Currency Hedge

Build a resilient US dollar-denominated asset base that naturally hedges long-term domestic currency depreciation.

Institutional-Grade Sectors

Gain direct exposure to world-leading technology companies, global luxury brands, and specialized ETFs that are not readily available through domestic markets.

All foreign investments are compliant with Reserve Bank of India LRS wire ceilings ($250,000 / year).
COMPOUND INTEREST PLOT

Mutual Funds & Compound Wealth Planner

Monthly SIP Commitment₹10,000
Horizon (Years)10 Years
Expected CAGR Returns12% p.a.
Wealth Composition Chart
52% Invested
48% Growth
Principal Invested₹12,00,000
Wealth Growth+₹11,23,391
Maturity Wealth₹23,23,391
INVESTMENT SOLUTION 04 — CORE STRATEGY

Core Wealth

Create long-term wealth portfolios combining mutual fund SIPs, lumpsum equity allocations, and robust protective pure term planning. Built for systemic compounding and capital security.

Products Portfolio:
Mutual Funds: SIP & LumpsumLower LTCG Tax
Pure Term Insurance PlanningLegacy Protection
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