Thoughtful investment and protection solutions for families who value a steady hand, a clear plan and a long-term relationship.
Purpose before products. Every product discussion begins with your goals, risk profile and time horizon.
PMS, AIF and SIF are distinct structures. Selection should follow an assessment of eligibility, suitability, risk capacity, liquidity needs and investment horizon.
A portfolio managed by a SEBI-registered portfolio manager according to a defined strategy, while the underlying securities are generally held in the investor's own name.
Eligible investors seeking a focused, professionally managed portfolio and comfortable with market volatility and strategy-specific risk.
Investment approach, concentration, drawdowns, fees, liquidity, taxation, reporting and the portfolio manager's track record across market cycles.
Discuss Suitability ↗A privately pooled investment vehicle managed under a stated mandate. AIFs span Category I, II and III strategies across private markets, credit, real assets and market-linked approaches.
Eligible, informed investors seeking exposure beyond conventional mutual funds and able to accept product complexity, longer horizons and limited liquidity.
Fund category, strategy, manager experience, lock-in and exit terms, valuation, fees, leverage, concentration, taxation and risk disclosures.
Discuss Suitability ↗A specialised mutual-fund framework that permits differentiated investment strategies with greater flexibility than conventional mutual-fund schemes, within its regulatory framework.
Informed investors who understand the strategy, have appropriate risk capacity and can remain invested for the recommended horizon.
Strategy and asset mix, risk band, use of derivatives, liquidity, benchmark, costs, exit load and the Scheme Information Document before investing.
Discuss Suitability ↗No shortcuts. No one-size-fits-all portfolios. Just structured conversations and informed decisions at every stage.
Understand your family, priorities and existing portfolio.
Review allocation, concentration, overlap and risk.
Build a clear, goal-linked investment roadmap.
Support execution, tracking and periodic conversations.
A structured portfolio conversation can help surface duplication, concentration, risk mismatches and opportunities to simplify.
Request a Portfolio Review ↗Register, complete KYC, and start a SIP or lump-sum purchase — fully paperless, directly from the AGM Wealth app.
Placeholder layout — swap in real, consented client feedback. Names anonymized by default; confirm current AMFI guidance before publishing named testimonials.
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