AashritGlobal

AashritWealth is here to help build financial confidence, enduring relationships build on trusts and intelligence.

We let you build, manage and run portfolios across multiple asset classes viz mutual funds, equities, bonds, SIFs, AIFs etc

SIP projection · 15 years

₹—

₹50,000 a month at 12% p.a., stepped up 10% each year

Total invested₹—
Estimated gain₹—
Coverage Mutual funds Equities & ETFs Government & corporate bonds NCDs Category I–III AIFs PMS Fixed deposits

Products

The shelf we build from.

Ten instrument families, open architecture, no in-house product to push. What reaches your portfolio is decided by your goals and your ticket size — filter by the job you need done.

Core growth

Mutual Funds MF

The workhorse of almost every portfolio we run. Open-ended equity, hybrid and debt schemes across every AMC, with direct plans wherever they make sense. SIP, STP and SWP are mapped to your actual cash flow rather than a calendar date, and rebalancing is scheduled — not reactive.

Sub-categories in play

Flexi & large capMid & small capIndex & ETF Hybrid / BAFShort-duration debtCorporate bond ArbitrageELSS
SIP from ₹500/monthDaily liquidityOpen architecture

Core growth

Portfolio Management Services PMS

Discretionary and non-discretionary mandates where the stocks sit in your own demat. Managers are shortlisted on process and drawdown behaviour, not last year's chart.

₹50 L SEBI minimumHeld in your demat

Core growth

Specialized Investment Funds SIF

SEBI's newest category, sitting between a mutual fund and PMS. Long-short equity, sector rotation and hybrid debt strategies a plain scheme is not permitted to run.

₹10 L minimum per PANSEBI-regulated

Income & credit

Bonds & NCDs DEBT

G-secs, PSU and corporate bonds and listed NCDs, chosen on rating, covenant and yield to maturity rather than headline coupon.

From ₹10,000 face valueFixed coupon

Income & credit

Fixed Deposits FD

Bank and corporate deposits laddered across tenures, with sweep-in terms and premature-withdrawal penalties compared before you commit a rupee.

DICGC cover ₹5 L per bankFixed tenure

Alternatives

Alternate Investment Funds AIF

Category I, II and III funds — private credit, real assets, venture and long-short. We diligence the manager, the structure and the drawdown schedule, in that order.

₹1 Cr minimumMulti-year lock-in

Alternatives

International & Offshore GLOBAL

US and global equity, feeder funds and GIFT City structures under the RBI Liberalised Remittance Scheme, with TCS and annual reporting handled for you.

LRS up to $250,000 per FYCurrency exposure

Alternatives

Pre-IPO & Unlisted PRIVATE

Curated access to unlisted shares and pre-IPO lots, priced against comparable listed peers rather than scarcity. Sized as a satellite holding, never as a core one.

Negotiated lot sizeIlliquid until listing

Liquidity & family office

Loan Against Mutual Funds LAMF

Raise cash without selling. A digital lien on your units opens an overdraft line, so the portfolio keeps compounding through the gap instead of being liquidated at the wrong moment.

Units stay investedInterest on usage only

Liquidity & family office

Value-Added Services VAS

Estate and succession planning, will drafting, consolidated family reporting, insurance review and tax coordination — the work that surrounds the portfolio and usually decides what survives it.

Across entitiesIncluded with mandate

Minimums, lock-ins and eligibility shown above follow current SEBI and RBI thresholds and are indicative - they change, and each product carries its own scheme documents and risk disclosures. Availability depends on your investor category and KYC status. Nothing here is a recommendation to buy any specific instrument.

Tools

Run the numbers before you call us.

Three calculators our relationship managers use in the first meeting. Figures are indicative projections, not assured returns - the assumptions are yours to set.

₹
₹1,000₹10,00,000
%
1%30%
yrs
1 yr40 yrs
%
0% · flat SIP25%

Projected corpus

₹—

—

Invested —
Estimated gain —

Monthly compounding, contributions assumed at the start of each month. A step-up raises the instalment on every anniversary. Equity mutual fund returns are not assured and past performance does not indicate future results.

How we work

A mandate, not a product pitch.

Every client’s circumstances and ambitions are unique. We provide you the knowledge and access to products that may suite your risk profile and you decide the mandate for us to execute.

STAGE 01

Discovery

Cash flows, existing holdings, borrowings, entity structure and what the money is actually for.

STAGE 02

Mandate

Risk budget, liquidity floor, target allocation, if any.

STAGE 03

Construction

Scheme and product selection, and portfolio design and construction.

STAGE 04

Execution

Onboarding, transactions, management services handled by our relationship managers.

STAGE 05

Review

Quarterly performance and update, portfolio rebalancing checks as and when required or as mandated.

Status

We are not open yet for all products.

AashritGlobal is being built. Registrations, custody and onboarding are in progress, and the platform opens to clients in phases — mutual funds first, then equities, bonds and alternates.

info@aashritglobal.com
Coming soon