Our Offerings
DISTRIBUTION & EXECUTION SUPPORT
Wish Worth Wealth facilitates access to regulated financial products and supports investors with execution and servicing of investment transactions.
INVESTMENT SOLUTIONS
Access to equity, hybrid, debt, and passive strategies aligned with different investment goals and time horizons.
Solutions include Systematic Investment Plans (SIPs), Systematic Transfer Plans (STPs), and Systematic Withdrawal Plans (SWPs), along with goal-based investment approaches to support disciplined investing and long-term wealth creation.
Support also includes portfolio tracking, periodic reviews, and consolidated reporting to help investors stay aligned with their financial goals.
Facilitating access to SEBI-registered PMS strategies for investors seeking professionally managed portfolios, typically suited for HNI and UHNI investors.
These strategies provide a more concentrated and actively managed approach to investing, aligned with specific investment objectives.
Category I, II, and III AIF opportunities across private equity, credit, and market-linked strategies for HNIs, UHNIs, and Accredited Investors.
These include areas such as start-up funding and angel investing, venture capital, pre-IPO opportunities, structured debt and private credit, as well as long-only, long-short, and absolute return strategies.
These strategies offer access to differentiated and less traditional investment opportunities beyond conventional asset classes.
Emerging investment structures offering flexibility and diversification beyond traditional products within a mutual fund-like regulatory framework.
Managed by existing mutual fund AMCs, these strategies provide access to differentiated investment approaches, including derivatives-linked strategies and differentiated positioning across market conditions.
Access to global markets for Indian investors and India-focused investment opportunities for NRIs and global investors through GIFT City structures.
These include USD-denominated investment options, structures designed for global investors, including those based in the US and Canada, and access to global and emerging market strategies (including ex-India) for resident investors under the Liberalised Remittance Scheme (LRS).
These include GIFT City-based, USD-denominated structures that allow investments, reporting, and withdrawals in USD. Select structures are designed with a non-PFIC classification for US investors, and do not require a PAN or India-based tax filing, with reporting facilitated through IRS-recognized K-1 statements.
Corporate Fixed Deposits, Bonds, and NCDs for stable income and capital preservation.
Solutions also include tax-efficient options such as 54EC Capital Gain Bonds and Government-backed instruments like RBI Bonds.
Retirement-focused investment solution combining long-term growth with tax efficiency.
RISK MANAGEMENT SOLUTIONS
Protection solutions designed to secure long-term financial goals and family stability.
Offerings include term plans, traditional plans, pension plans, and ULIPs for individuals, along with keyman insurance and Long Term Retention Plans (LTRPs) designed specifically for corporates and institutions for structured risk management and retention planning.
Coverage for medical expenses, ensuring financial preparedness for healthcare needs.
Solutions include individual and family floater plans, comprehensive global coverage options, group policies, top-up and super top-up plans, as well as personal accident insurance ensuring financial preparedness for healthcare needs across different life stages.
Protection against uncertainties during domestic and international travel.
Solutions for asset protection, including property and other general risk coverage.
ESTATE PLANNING & FAMILY OFFICE SUPPORT
Structured support for documenting and executing succession plans.
Support for creating and managing Hindu Undivided Family (HUF) structures, including documentation, execution, and ongoing coordination.
Support in setting up and managing trusts for wealth preservation and transfer.
Coordination of financial matters, including reporting, structuring, and inter-generational planning.
WHO WE WORK WITH
Individuals & Families
Institutions & Organisations
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A disciplined approach to investing can help build long-term financial confidence.
Connect with us to begin your investment journey.
AMFI Registered Mutual Fund Distributor
ARN-262950
ARN-0162
Mutual Fund investments are subject to market risks.
Please read all scheme related documents carefully before investing.
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