Offerings
Equity & ETFs
Direct equity and index ETFs, sized so one bad stock never sets a goal back.
How we do it
We cap direct equity at a share of your portfolio that you could watch fall 40% without changing your life. For most clients that is 10% to 20%.
The core is built with low-cost index ETFs. The satellite, if you want one, is yours to run, and we track it inside the same goal review so you see the whole picture.
For concentrated holdings, we set a sell-down schedule in writing. Selling on a schedule beats selling on a feeling.
Questions
What clients ask us first.
Do you give stock tips?
No. We help you decide how much of your wealth belongs in direct equity, and which index ETFs suit the core. Stock picking is not our job.
Which exchange do you work through?
Transactions are executed through NSE-registered platforms. You hold securities in your own demat account.
I have most of my wealth in my employer's shares. What should I do?
We build a staged plan to reduce concentration over time, timed around vesting dates and tax.