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Our Services
Mutual Funds provide a professionally managed and diversified approach to investing across equity, debt, hybrid, and other asset classes. They offer investors the flexibility to align investments with their financial goals, risk profile, and investment horizon through SIPs or lump-sum investments. You can start investing with any amount, as there is no minimum investment ticket size .
Invest. Diversify. Grow with purpose.
SIFs offer access to specialized investment strategies designed for investors seeking greater flexibility beyond traditional mutual funds. With focused strategies and professional management, SIFs can complement a well-diversified portfolio.SIFs are intended for investors who meet the applicable eligibility requirements and are comfortable with market-linked investments, strategy-specific risks, and potential fluctuations in returns .
Specialized strategies. Smarter diversification.
Minimum investment: ₹10 lakh
Professionally managed investment solutions designed for investors seeking personalized portfolio strategies. PMS provides expert portfolio management tailored to individual financial goals, risk profile, and investment preferences , with a focus on long-term wealth creation. It may offer greater customization and transparency than standard investment products, but returns are market-linked and not guaranteed.
Personalized portfolios. Professional management.
Minimum Ticket Size: ₹50 lakh.
AIFs provide access to alternative investment opportunities and specialized strategies beyond traditional investment avenues. They can help eligible investors diversify portfolios and explore differentiated return opportunities.
Alternative opportunities. Diversified perspectives.
Minimum Investment: Generally ₹1 Crore , subject to applicable regulations and fund-specific terms.
About Us
Multiwealth is engaged in the distribution of mutual fund schemes and other financial products, operating in accordance with applicable regulatory guidelines. With a presence since 2005, we facilitate access to investment solutions across categories including mutual funds, insurance, and other permitted financial instruments.
Our services include support for resident and Non-Resident Indian (NRI) investors, enabling access to domestic and GIFT City-based investment opportunities, subject to regulatory frameworks and investor eligibility.
We focus on standardized processes, documentation support, and transaction facilitation across financial products. Investors are encouraged to review all relevant documents and understand associated risks before making any investment decisions.
To Create a Wealthy Investor
To Embed and Maintain the Highest Standards of Quality, Class in Creativity, Efficiancy in Expertise,transparency in Our Associations and Clearity in Ethics in All Our Ventures
Select Your Investment Objective
Know exactly where to start—turn your life goals into a clear, actionable investment plan.
Identify your investment objective to explore relevant financial products and transaction options.
Whether planning for long-term needs or specific financial requirements, you can select your objective to proceed with available investment options.
Provide basic details to view suitable investment categories and proceed with transactions in accordance with applicable guidelines.
Retirement
Child's Education
Marriage Planning
House Planning
Vacation Planning
Career Planning
Wealth Creation
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BLOGS
Stay informed with deep dives and actionable perspectives from our research desk.
How Mutual Funds Support Goal-Based Investing
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Understanding Risk and Return in Financial Investments
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The Importance of Financial Planning for Long-Term Stability
Read insightsFrequently Asked Questions
From service details to protection strategies, we provide clear explanations to help you make informed decisions.
We provide information and access related to financial products such as mutual funds, insurance, and loan solutions. Services are offered in accordance with applicable regulatory guidelines and focus on helping users understand available options.
A mutual fund is an investment vehicle that pools money from multiple investors and invests it in securities such as equities, debt instruments, or a combination of both, based on the scheme’s objective. Mutual fund investments are subject to market risks, and investors are encouraged to review scheme-related documents carefully.
Insurance helps manage financial risks arising from unforeseen events such as health issues, accidents, or loss of life. It provides financial support as per policy terms and conditions. Policyholders should understand coverage details, exclusions, and obligations before purchasing any insurance product.
Loans provide financial assistance for personal or business needs, subject to eligibility criteria, repayment terms, and applicable interest rates. Borrowers are advised to review loan agreements carefully and assess repayment capacity before availing any loan facility.
Choosing financial products involves understanding personal financial goals, risk tolerance, time horizon, and product features. Users are encouraged to make informed decisions after reviewing relevant documents and, where appropriate, seeking professional guidance.
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