We offer high-net-worth individuals, families, and corporate investors curated access to personalized wealth solutions through a strong network of registered advisors, portfolio managers, and institutional partners. From professionally managed equity portfolios to sophisticated alternative investments, we act as facilitators—helping clients evaluate, access, and invest in the right products based on their financial goals, risk appetite, and long-term strategy.
Wealth management involves comprehensive financial planning and investment advisory tailored to an individual’s or family’s wealth objectives. This includes asset allocation, retirement planning, tax strategy, estate planning, and succession solutions. We work closely with SEBI-registered wealth managers and private banking institutions to help clients design custom portfolios across asset classes—ensuring a balance of growth, liquidity, and risk management. Whether it’s managing a family office, diversifying holdings, or planning intergenerational wealth transfer, we facilitate access to experienced professionals with proven track records.
PMS are SEBI-regulated investment solutions where professional portfolio managers actively manage an investor’s capital in listed equities, debt, or a mix of instruments. Unlike mutual funds, PMS portfolios are customized and held in the client’s name, providing transparency, control, and a more tailored approach.
Minimum Investment Requirement: ₹50 Lakhs
Types of PMS:
• Discretionary PMS: The portfolio manager has full authority to manage the investments on the client’s behalf.
• Non-Discretionary PMS: The manager suggests investments, but the final decision lies with the investor.
• Advisory PMS: The manager only advises, and the client executes the trades.
We help clients assess their suitability for PMS and facilitate connections with reputed PMS providers across strategies—such as large-cap, mid-cap, thematic, value, and multi-asset portfolios. Our role includes coordinating onboarding, compliance, portfolio reviews, and reporting access.
AIFs are privately pooled investment vehicles regulated by SEBI, designed to cater to sophisticated and high-net-worth investors looking for alternative investment strategies beyond traditional stocks and mutual funds. These are long-term, less liquid products with higher return potential and are managed by professional fund managers. Minimum Investment Requirement: ₹1 Crore (₹25 Lakhs for employees/directors of the fund) Tenure: Usually closed-ended with a minimum 3-year lock-in, depending on the category.
Focused on early-stage or socially beneficial investments.
Includes:
• Venture Capital Funds
• Angel Funds
• Social Venture Funds
• Infrastructure Funds
These funds are encouraged by the government through tax incentives or policy support and are ideal for investors seeking exposure to startups, MSMEs, or infrastructure development.
Traditional private equity and debt funds that do not use leverage beyond permitted limits.
Includes:
• Private Equity Funds
• Debt Funds
• Fund of Funds
These funds invest in unlisted companies or provide structured credit, making them suitable for investors looking for high-growth or fixed-income-like returns through non-traditional routes.
High-risk, high-return strategies that employ leverage and complex trading techniques.
Includes:
• Hedge Funds
• Long-Short Equity Funds
• Derivatives-Based Funds
These are ideal for ultra-high-net-worth investors seeking alpha generation through market-neutral, arbitrage, or tactical trading strategies. They are subject to higher risks and shorter investment cycles.
AIFs can be structured as:
• Trusts (most common)
• Companies
• Limited Liability Partnerships (LLPs)
• Body Corporate
Each AIF is registered with SEBI and governed by a fund manager (Investment Manager), a trustee (in case of a trust), and a sponsor. They raise commitments during the fundraising period and draw down capital as per investment opportunities.
How We Help:
We assist eligible investors in understanding the intricacies of AIFs and facilitate investments by connecting them with SEBI-registered AIF platforms and fund managers. Our network includes top-performing funds across venture capital, private equity, credit strategies, and hedge funds. We coordinate documentation, investor onboarding, risk disclosures, and ongoing performance reporting through the right partners—ensuring complete transparency and compliance.
Mumbai – 602, Kanakia Atrium 2, Behind Courtyard Marriott, Andheri Kurla Road, Near Chakala/JB Nagar, Metro Station, Andheri East, Mumbai, Maharashtra 400069
Ahmedabad- 805 – 806, 8th Floor, Arista Business Space, Sindhu Bhawan Road, Bodakdev, Ahmedabad, Gujarat 380054
Indore – 202, Gold Star Complex, 506 MG Road, Opp. Treasure Island, Above Kalyan Jewellers, Indore, Madhya Pradesh 452001
Email –info@evergrowthcreator.com
Phone – +91 – 8815151515 / +91 – 8817171717
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