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Private Clients

Complex wealth.One senior relationship.

Bespoke portfolio construction, estate structuring and family-office reporting for large balance sheets. By invitation.

Illustration representing private client advisory

  • 1

    Senior advisor

  • All

    Asset classes

  • By

    Invitation

What the relationship covers

  • One senior advisor

    A single accountable relationship across mutual funds, PMS, alternates and the trading account — not a rotating desk.

  • Portfolio construction

    Allocation built around what the money is meant to do, sized so that a drawdown never forces a sale.

  • Estate and structuring

    Ownership structures, succession and documentation coordinated with your legal and tax advisors.

  • Family-office reporting

    Consolidated statements across entities and asset classes, with performance reported against your own objectives.

Common questions

SEBI AMC Regn:
MF/086/25/12 · PMS Bazaar top-quartile · Sovereign fund in IIOF

How do I start investing with The Wealth Company?

The investor who is doing this for someone else carries a different kind of responsibility. It is not just about returns. It is about certainty. The structure you build needs to hold not just when markets are good but when life gets complicated. That certainty comes from structure, not from product selection.

The structure that holds when markets do not

Allocation is decided before volatility arrives, not during it. We size positions so that a drawdown never forces a sale, and we rebalance on rules rather than on sentiment.

What responsible investing actually looks like

Deep diligence before capital is committed and active involvement after. We publish what we own, why we own it and what would make us change our mind.

What is the minimum to begin?

Mutual funds start at ₹500 through a SIP. PMS requires a ₹50 lakh minimum as mandated by SEBI, and AIF participation is limited to eligible and accredited investors.

How do I become a distribution partner?

One relationship with The Wealth Company gives your practice access to mutual funds, AIFs, PMS, demat and trading accounts, research and market insights. Start with Become a Partner and our partner desk will onboard you.

SEBI AMC Regn. No: MF/086/25/12Founded by India's first woman AMC founderAMFI ARN-3086

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. Investors in Shariah funds should consult appropriate advisors.