Private wealth·mutual funds
Mutual funds, bonds, fixed deposits, AIFs and all your insurance — consolidated into one calm view. Fund data flows in daily from CAMS & KFintech; everything else is curated by your adviser.
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Why this portal
Unified portfolio
Seven product types in one consolidated view — mutual funds to motor insurance. Everything Kapil manages, in one place.
Live MF feed
Daily CAMS & KFin data decrypted and refreshed automatically.
Private by design
Isolation enforced at the database — not just the UI.
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Portrait · coming soon
Your adviser
Advising families on their wealth since 2002 — across mutual funds, bonds, fixed deposits, AIFs and insurance. One adviser, one relationship, and a complete picture of everything you own.
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advising since
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client families
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product types
This portal is reserved for existing clients. Want to start investing? Get in touch directly —
