Ultra-HNW Wealth Preservation
Dedicated to clients with investable assets exceeding ₹10 crore. Bespoke, multi-asset preservation strategies built to outpace inflation across generations.
₹500Cr+
Assets Under Advisory
1,200+
HNW Families Served
15+
Years of Experience
CFP / CFA
Credentialed Advisors
Our Capabilities
Institutional-Grade Services,
Personally Delivered
Multi-Generational Planning
Structured wealth transfer across generations using trust structures, gift frameworks, and succession strategies that minimise tax friction and family disputes.
Risk Management & Insurance Architecture
A holistic risk audit identifying gaps in life, health, key-man, and asset protection coverage. We structure policies, not just sell them.
Alternative Investment Access
Beyond traditional equity and debt — access to curated Category II & III AIFs, structured credit, real estate debt, and private equity co-investments.
Global & GIFT City Investment Structures
Diversify beyond Indian borders. We facilitate international equity exposure through LRS (Liberalised Remittance Scheme) and GIFT City-approved vehicles.
Corporate Treasury & Business Advisory
For promoters and business owners, we manage company surplus funds, employee benefit structures, and strategic capital planning alongside personal wealth.
Service Tiers
Choose Your Engagement Level
How We Onboard You
01
Discovery Call
A 30-minute confidential call with a senior advisor to understand your wealth picture, goals, and concerns.
02
Portfolio Audit
We review your existing holdings, insurance, tax situation, and liquidity requirements — holistically.
03
Investment Policy Statement
A bespoke IPS is drafted outlining your asset allocation, risk boundaries, return targets, and review cadence.
04
Implementation
Phased implementation across GRM's curated product shelf — AIF, PMS, Bonds, MLD, Mutual Funds, and more.
05
Ongoing Stewardship
Regular portfolio reviews, tax-loss harvesting triggers, rebalancing alerts, and life-event planning.
Important Disclaimer: GRM Wealth Pvt. Ltd. is registered with AMFI as a Mutual Fund Distributor (ARN-346248) and is not a SEBI Registered Investment Adviser. Services described on this page are available subject to applicable eligibility criteria and minimum investment thresholds. Past performance of any investment product is not indicative of future results. All illustrations are hypothetical and for educational purposes only. Investors should read all scheme-related documents carefully and consult an independent tax or legal adviser before making investment decisions.
Your Wealth Deserves Undivided Attention
Strictly confidential. No obligation. Speak with a senior wealth advisor today.
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