Wealth Management

Wealth Managed With
Long-Term Clarity

Ananta guides individuals through a simple, effortless, and effective wealth management journey. With structure, discipline, and long-term thinking, we help investors make calm, informed decisions that support sustainable growth and financial freedom.

Disciplined Investing

Goal-based strategies built for long-term consistency.

Calm Decisions

Stay confident and focused through market cycles.

Simple Approach

Clear, stress-free wealth management without noise.

Financial Freedom

Sustainable growth with capital protection in focus.

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Mutual Funds

Should be considered by anyone looking to create long term sustainable wealth
Mutual funds remain India’s most popular investment option. It offers professional management and diversification. Whether you’re planning for retirement, child’s education, or wealth creation, you should consider evaluating investing.​
  • Large-Cap
  • Mid-Cap / Small-Cap
  • Multi-Cap / Flexi-Cap
  • Sectoral/Thematic
  • ELSS (Tax-saving, 3-yr lock-in)
  • Index/ETFs (Passive)
  • Liquid/Ultra-Short Duration
  • Short Duration (1-3 yrs)
  • Corporate Bond
  • Gilt Funds (Government securities)
  • Credit Risk (Higher yield)
  • Dynamic Bond (Active management)
  • Aggressive Hybrid (65-80% equity)
  • Balanced (40-60% equity)
  • Conservative (10-25% equity)
  • Arbitrage (Equity-debt spreads)
  • Children's Funds (5+ year lock-in)
  • Retirement Funds (Target-date strategies)

Alternative Investment Funds

Private Market Access

Alternative Investment Funds (AIFs) are SEBI-regulated private pools for sophisticated investors, targeting both listed equity and unlisted assets like startups, real estate, and hedge strategies. With ₹1 crore minimums and 3-7 year horizons, AIFs deliver superior returns for ultra-high-net-worth individuals seeking diversification beyond public markets.​

Key Edge: Access to private credit, pre-IPO, realty, and venture deals.

AIF Categories

  • Venture Capital
  • SME Funds (Unlisted small/medium enterprises)
  • Social Venture Funds (Agriculture, infrastructure with incentives)
  • Infrastructure Funds (PPPs, toll roads)
  • Private Equity (Growth-stage buyouts)
  • Real Estate Funds (Commercial/residential, rental + capital gains)
  • Debt Funds (Mezzanine financing, NPLs)
  • Distressed Assets (Turnaround opportunities)
  • Long-Short Equity (Market-neutral)
  • Event-Driven (Mergers, restructurings)
  • Systematic Strategies (Algorithmic, commodities)
  • PIPE (Private investment in public equity)
AIFs enable diversification into non-traditional assets beyond public markets, with tax pass-through benefits but amplified leverage risks in Category III funds.

Portfolio Management Services

Personalized Portfolios

PMS creates a dedicated portfolio in your name (₹50 lakh minimum), where a SEBI-registered portfolio manager executes discretionary or non-discretionary trades. You receive daily reports, contract notes, and full ownership of holdings—no pooling dilution.​

Core Difference from Mutual Funds: Segregated accounts + personalization vs pooled NAV-based units.

PMS Strategies

  • Large-Cap Core (Benchmark-beating)
  • Multi-Cap Growth (Mid/small-cap tilt)
  • Value/Contrarian (Undervalued picks)
  • Momentum/Quant (Data-driven trading)
  • Focused (10-20 concentrated bets)
  • Accrual (Corporate bonds)
  • Enhanced Return (Credit opportunities)
  • Structured Products (MLDs with equity upside)
  • Balanced (50-70% equity + debt)
  • ESG/Thematic (Infrastructure, consumption)
  • Real Estate/Gold Overlays
PMS suits high-net-worth individuals (HNIs) seeking customization, with tax efficiency via direct holdings and quarterly liquidity windows.

Gifty City Investing

Global Tax Efficiency

India’s International Financial Services Center (IFSC) hub in GIFT City offers liberalized structures specifically designed for non-resident Indians (NRIs) and high-net-worth individuals seeking offshore diversification without Reserve Bank of India (RBI) Liberalized Remittance Scheme (LRS) constraints

GIFT City Investment Options

  • USD 500 minimum investment
  • No LRS caps for NRIs
  • Global market exposure (US, Europe, Asia)
  • Tax-neutral treatment on IFSC securities
  • USD 75,000 minimum
  • Multi-currency accounts (USD/INR)
  • No Securities Transaction Tax (STT) or Commodities Transaction Tax (CTT)
  • Suited for HNIs, NRIs, and family offices
  • Categories I–III available
  • USD 75,000–150,000+ minimums
  • Global securities access (PE, real estate, hedge strategies)
  • Capital gains exemption on IFSC securities

Key Benefits: Zero capital gains tax on IFSC securities, seamless repatriation, multi-currency flexibility, and ideal for NRIs managing global wealth.

Capital Protection Products: Principal Safety First

Capital protection structures prioritize principal preservation while offering modest upside, suited for investors looking for safety of principal while generating more than debt returns.

Let Your Wealth Work With Purpose

Whether you are starting your investment journey or looking to realign your finances, disciplined planning makes all the difference.

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