Comprehensive wealth solutions for HNIs and families, built around your goals, time horizon, and tolerance for risk.
Goal Progress
Wealth Growth
Wealth management at Safal is not a product, it's a relationship. We start with your goals (retirement, education, business exit, legacy) and design a portfolio that respects your time horizon and tolerance for risk.
Our advisors review your portfolio every quarter, rebalance when markets demand it, and meet you at least twice a year, in person if you're in Ahmedabad, on a call if you're elsewhere.
You get the same level of attention typically reserved for institutional clients, with full transparency on every fee and every position you hold.
Building corpus alongside a demanding career, with little time to manage daily.
Diversifying away from concentration in a single business or sector.
Multi-generational wealth that needs structure, governance, and reporting.
Stewarding capital you've just received and don't yet have a framework for.
Tangible advantages designed around investor outcomes.
Every rupee mapped to a specific life goal, with progress reviewed each quarter.
Equity, debt, gold, real assets, and curated alternatives, under one umbrella.
Volatility budgets and drawdown limits, not just return targets.
Performance attribution, rebalancing, and a written commentary every three months.
Your advisor is one call or message away, not a queue, not a chatbot.
Flat advisory fee disclosed upfront. No commissions, kickbacks, or hidden trail.
Understand your goals, current portfolio, and constraints in a 45-minute call.
Document target allocation, risk limits, and review cadence in a written policy.
Execute purchases, set up SIPs, and complete fresh KYC where required.
Track performance against your benchmarks; rebalance when markets demand it.
Quarterly written review and semi-annual face-to-face with your advisor.
No hidden tiers. No add-on surprises.
A quick snapshot before you invest. Final terms are confirmed with you upfront.
HNIs, families, and NRIs who want a managed, multi-asset portfolio.
Indicative relationship size of ₹1 crore+.
Moderate, depends on the underlying assets held.
3–7 years for long-term wealth building.
Advisory fee disclosed upfront, no hidden commissions.
Indicative only. Minimums, fees, liquidity, and holding periods vary by opportunity and are confirmed before you invest. Investments are subject to market risks, including the possible loss of principal.
Speak with our Wealth Management expert. We respond within one business day.
Our wealth management service is built for portfolios starting at ₹50 lakh. Below that, our financial planning offering or direct mutual fund desk may be a better fit, your advisor will recommend honestly.
We charge an annual flat advisory fee, scaled by portfolio size. There are no commissions, no trail revenue, and no kickbacks from any product issuer. The full fee schedule is disclosed before you sign.
There are no lock-ins on the advisory relationship itself. Some underlying products (AIFs, ELSS, certain bonds) carry their own lock-ins, which we'll always flag before you invest.
We match advisors based on your portfolio profile, goals, and preferred communication style. After the discovery call, you can request a different advisor if it doesn't feel like a fit, no questions asked.
No. Every security is held in your own demat account in your name. We facilitate transactions and provide advisory; we never take custody of client assets.
There are no exit penalties. We'll help you transition your portfolio to a new advisor or to self-management with full documentation and no friction.
A short call with our advisor is the fastest way to see if Wealth Management is a fit for your goals.