Tailored Services

One Advisory Relationship

UHNI & Family Office Desk

UHNI & Family
Office Desk

IPS-led governance and strategic & tactical allocation, backed by a dedicated service team.

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Treasury Solutions

Treasury
Solutions

Parking and managing liquidity in corporate and institutional accounts.

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UHNI & Family Office Desk

International
Investing

US equities & fixed income, GIFT City and global macro fund access.

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Automated Advisory
Automated Advisory
SEBI
SEBI Registered    -    SEBI Registered    -   
Automated Advisory
Strategic Diversification

Across Asset Classes

Equity

Equity

  • Global & Domestic
  • Listed & Unlisted
  • Public via Direct Equity, MFs & PMS
  • Private via Cat II/III AIFs
  • Co-Investing with Marquee Private Equity/VC Funds in private deals
Fixed Income

Fixed Income

  • Domestic & Global
  • Direct Bonds - Govt, Corporate, High Yield
  • Curated PMS Portfolios
  • Credit AIFs — Performing, Mezzanine, Special Situations, Venture Debt

Commodities

Commodities

  • Gold & Silver via ETFs / Funds
  • Other Commodities via International ETFs
  • Mining Companies via International Route
  • Energy ETFs or Direct Stock exposure
Real Estate

Real Estate

  • Direct Real Estate or Fractional Ownership via Structured Fund routes
  • Private Equity Funds in Real Estate
  • REITs / InvITs — Listed & Private
Why Choose Us

The Moneyfront Experience

Green Channel Support

Green Channel Support

Priority, expedited processing across our partner ecosystem for time-sensitive transactions.

Dedicated Access

Dedicated Access

A dedicated relationship team, with a direct line to platform and product specialists.

Technology-Enabled Execution

Technology-Enabled Execution

Digital execution rails for faster, error-free implementation across managers and platforms.

Consolidated Reporting & Analytics

Consolidated Reporting & Analytics

Priority, expedited processing across our partner ecosystem for time-sensitive transactions.

Curated Product Suite

Curated Product Suite

A vetted, non-proprietary shelf of products - not a house view being sold to you.

Guided Interactions

Guided Interactions

Structured introductions and guided conversations with product providers and fund managers.

Engagement Models

Simple Transparent Pricing Plans

Advisory

Advisory

 


  • Zero-conflict. Pure Advisory
  • SEBI Registered RIA
  • Fee charged as % of average AUM managed
  • Financial Planning, Asset Allocation and on-the-go advisory
  • Dedicated Wealth Advisor and service support
  • IPS Driven Approach
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Execution Services

Execution Only

(Flat Fee Mode)


  • Do-it-yourself model in Direct Plans of Mutual Funds
  • Use our reporting and analytical tools
  • Operation & technical help available
  • Flat Fee Model
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Non-Fees Model

Non-Fees Model

 


  • Use our Ultima Wealth platform
  • No upfront or annual fee
  • Full support services available with dedicated RM
Ultima Wealth
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