A tax-efficient, actively managed and succession-ready framework to diversify concentrated Indian wealth into global public and private markets.
Indian equities shine in rupees — but a dollar-based investor has historically done better globally, once ~3–4% annual rupee depreciation is accounted for. Your operating business already concentrates you in India and the rupee. The case is diversification — not "sell India."
A single relationship that handles the investing, the structuring, and the paperwork — from first remittance to succession.
Discretionary management across liquid and illiquid markets — global equities, fixed income, commodities and alternatives — with disciplined, risk-first portfolio construction.
Curated allocations into US private, venture and pre-IPO opportunities via deep Silicon Valley relationships — asymmetric upside unavailable to individual investors.
UCITS-based, succession-ready structuring and advice on optimising your private-wealth relationships — coordinated with specialist counsel to stay efficient and defensible.
We take on the administrative headache of LRS remittance and reporting — bank paperwork, purpose codes, TCS tracking and year-end disclosures.
One efficient, USD-reported wrapper — actively managed, institutionally governed, and succession-ready. Outbound global exposure only; worldwide gains remain taxable in India (efficiency at the fund level, never evasion).
A seasoned principal at the helm — aligned with you, not with a distribution desk.
A 20+ year track record investing globally across asset classes — public equities, fixed income, commodities and alternatives — at leading institutional platforms, through full market cycles.
Managed opportunistic capital for a ~$150B asset manager.
Co-founder of a ~$1B event-driven fund.
Director at a ~$1.5B cross-capital hedge fund.
A single, transparent advisory fee — no distribution commissions, no product kickbacks, no hidden FX spreads. Fees are tax-advantaged via GIFT City, versus 1.5%–3%+ at typical private-wealth platforms.
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Take the questionnaireEvery engagement begins with understanding your goals, time horizon and risk appetite. No obligation, fully confidential.
Four quick questions to help us understand your goals, time horizon and tolerance for volatility — so any conversation starts with a portfolio shaped around you.
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