Wealth Compounding Portfolio

Our Wealth Compounding Portfolio is designed for individuals, families, and institutions with significant capital who seek disciplined, long-term growth. Through a research-driven approach and personalized strategies, we help you preserve and compound wealth over time, ensuring financial security and prosperity.

Product Features

1

Minimum Contribution

Asset Under Management (AUM): Rs. 2,500,000

2

Investment Approach

Long-term investing in strong businesses with sustainable advantages

3

Investment Horizon

3-5 years

4

Consistent Returns

~18% CAGR over past 6 years

What Our Clients Say

FAQs

How do I start as an Individual?

A simple onboarding process by submitting your relevant documents and fund your account:

  • ⁠Citizenship
  • ⁠⁠NID
  • ⁠⁠PAN
  • Recent PP size photo
  • Nominee Citizenship (If applicable)
  • Minor ID/ Birth Certificate in case of Minor

A simple onboarding process by submitting your relevant documents and fund your account:

  • ⁠MOA/ AOA
  • Company Registration Certificate
  • ⁠⁠PAN
  • ⁠⁠Minute
  • Tax clearance latest fiscal Year
  • Shareholding Structure
  • Board member and CEO details
  • Authorized signatory
  • ⁠⁠Recent Audit Report
  • Recent Audited Financial Statement

We diversify across high-quality businesses led by competent management teams while maintaining a margin of safety in our valuations.

Yes, you can top up your portfolio anytime.

You will receive a portfolio performance update every quarter, along with a detailed report at the end of each fiscal year and on-demand access through our dashboard.