01
LIQUID CORE
Curated Mutual Funds
Diversified, systematic exposure across leading equity and fixed-income strategies.
Multi-factor allocationDynamic rebalancingSIP / STP
AMFI REGISTERED INTERMEDIARY
Wealth is Transformative.
Personalized investment strategies and disciplined asset allocation — built so your wealth compounds relentlessly, while you live life on your terms.
Pure and resilient like “AU” (Gold) and flexible like “REVA” (river)
01 //
1:1 Focus
Customized Portfolio
Curated PMS, AIFs, MFs and SIFs
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20+ Yrs
Leadership Heritage
Ex-Deutsche Bank & Barclays
03 //
100%
Open Architecture
Zero In-House Product Bias
04 //
Global
GIFT City & NRI Desk
IFSC Cross-Border Access
Tailored Wealth Architecture
Designed for Who You Are
One size never fits all. We craft specialized advisory ecosystems engineered for your exact professional and personal lifecycle.
WEALTH ACCUMULATION
Disciplined Mutual Fund Compounding & Zero-Overlap Portfolios
Mid and senior-level corporate professionals generate strong monthly cash flows and corporate bonuses, but wealth gets scattered across 15+ mutual funds, direct stocks, and company ESOPs. We audit your portfolio to eliminate fund overlap, implement disciplined SIP/STP compounding, and optimize tax efficiency across curated mutual funds, selective PMS, and GIFT City USD solutions.
Key Strategic Deliverables:
Comprehensive Mutual Fund portfolio audit & zero-overlap consolidation
Systematic SIP/STP asset rebalancing & proactive tax-loss harvesting
Strategic ESOP monetization & diversified multi-cap compounding
GIFT City USD global education funds & milestone runway planning
Challenges Faced
Fragmented mutual fund folios with overlapping holdings & hidden fee drag
Concentrated single-stock risk in employer ESOPs and 30%+ tax drag
Lack of systematic asset rebalancing and milestone education/retirement planning
The Aureva Advantage
Curated zero-overlap mutual funds, fiduciary oversight — so your salary compounds relentlessly.
One architecture. Multiple opportunities.
Build a portfolio beyond the obvious.
Access a carefully selected universe of public and private investments — Your advisors will then find the right combination of opportunities for your portfolio.
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DIRECT OWNERSHIP
Portfolio Management (PMS)
Concentrated portfolios built around high-conviction ideas and specialist managers.
15–25 stocksMid & small capCustom mandates
03
PRIVATE MARKETS
Alternative Investments (AIFs)
Private credit, structured opportunities and access to select pre-IPO growth.
Private creditStructured debtPre-IPO
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GLOBAL ACCESS
GIFT City Platform (IFSC)
Dollar-denominated access to global funds, alternatives and international allocations.
IFSC ecosystemGlobal fundsUSD exposure
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Proprietary Technology Suite
High-Touch Private Advisory,
Empowered by Seamless Fintech.
Experience complete visibility over your family’s net worth. The Aureva Wealth app consolidates mutual funds, PMS, AIFs, and IFSC holdings into a unified, bank-grade digital experience.
Consolidated Multi-Asset View
Real-time performance tracking across all domestic & offshore accounts.
Bank-Grade 256-Bit Security
Biometric authentication, zero data-sharing, and SEBI/AMFI compliance.
Automated Health-Check Alerts
Tax-loss harvesting suggestions and milestone goal trajectory reports.
1-Click Direct Advisor Access
Schedule private consultations directly with your assigned senior partner.
Media & Public Research
In The Spotlight
Independent research, market volatility studies, and wealth frameworks by Aureva founders featured across India's leading financial press.
• January 2026What 26 Years of Nifty 50 Data Teach Us About Long-Term Investing
Last 26 years have seen major stock market crashes — dot-com bust, demonetization, GFC, COVID, and oil shocks. Yet analysis of Nifty 50 delivers two unambiguous verdicts: patience pays and timing the market does not matter.
By Paras SinghalRead Analysis
• February 2026What IPL and Mumbai-Pune Expressway Can Teach Us About Investing
Speed has a dark side most people ignore — the extra bit of performance almost always comes with disproportionately higher risk. Lessons from cricket strike rates and highway driving applied to wealth.
By Paras SinghalRead Analysis
• February 2026Investing for the Long Term: The 80-20 Hybrid Might Just Be the Best Choice for You
What if an 80:20 mix of equity and debt could deliver similar returns as a pure large-cap equity fund, but with 23% lower volatility? We backtested 23 years of Indian market data to find out.
By Paras SinghalRead Analysis
• April 2026One Category, Three Strategies: How SEBI’s New SIFs Are Redefining Equity Long-Short Investing
qSIF, DynaSIF and Diviniti Equity Long-Short all belong to the same SEBI category, yet net equity exposure ranges from 43% to 77%. How SIFs provide unhedged derivative flexibility.
By Smita SahaiRead Analysis
• July 2026Your Worst-Performing Flexi Cap May Still Outpace Your Best FD — and What That Says About Tax
Even the lowest-returning flexi cap equity mutual fund of the last decade comfortably beat the best bank FD post-tax. How tax efficiency drives generational compounding.
By Smita SahaiRead Analysis
Client Case Studies
Real Stories. Measurable Impact.
Select any client below to explore how Aureva transformed their personal and family balance sheets.
Family Office & Promoter Desk
📍 Mumbai & London
Sameer & Radhika Kotak
Promoters & Angel Investors
Kotak Industrial Holdings
Explore Case StudyRead Story →
HerAurum Wealth Advisory
📍 Bengaluru & Dubai
Dr. Ananya Deshmukh
Healthcare Founder & Angel Investor
Aura Biotech Ventures
Explore Case StudyRead Story →
Global NRI & GIFT City Desk
📍 Singapore & New Delhi
Rohan & Gayatri Singhal
Managing Partner & Cross-Border Tech Executive
Apex Global Capital
Explore Case StudyRead Story →
Private & Confidential Discussion
Ready to Architect Your
Long-Term Wealth Roadmap?
Connect directly with our senior leadership team at our Mumbai headquarters or virtually across the globe. We audit existing holdings, identify tax efficiencies, and tailor open-architecture strategies around your family’s milestones.
AMFI Registered Intermediary (ARN-346247)
Prompt 24-Hour Confidential Response
Supreme Business Park, Powai, Mumbai