SEBI Registration Pending · Boutique Wealth Advisory
Insight. Strategy. Succession. You've built your wealth — let our institutional-grade discipline ensure it endures for generations.
The Problem We Solve
Every major wealth erosion begins with one of four unaddressed threats.
A single downturn can destroy years of disciplined compounding. Without structural protection, capital is perpetually at risk.
Real purchasing power diminishes quietly over time. Without a structured response, portfolios silently lose ground.
As wealth scales, so does the intricacy of tax obligations. Poorly structured portfolios invite unnecessary leakage.
Most advice is product-driven. Truly conflict-free, outcome-driven counsel remains extraordinarily rare.
Our Philosophy
Stability first. Growth capture second. The founding principle of every portfolio we build.
■Core (70%) ■ Satellite (30%)
What We Offer
Every service is designed to protect, grow, and transfer wealth with precision.
Interactive Tools
Use our institutional-grade calculators to visualise your wealth trajectory.
A 5-step framework assessing your Risk Capacity, Risk Tolerance, and Risk Requirement — then recommending a personalised asset allocation.
→ Start the profiler below
Calculate the exact inflation-adjusted corpus required to maintain your current lifestyle and achieve permanent financial independence. Includes surplus/shortfall analysis.
→ Try the full calculator below
Retirement Architect
Enter your details below to see exactly how much corpus you need, whether you're on track, and what monthly income your retirement fund can generate.
* This calculator assumes your current corpus grows at the pre-retirement return rate. Inflation compounds annually on your expenses.
Consider increasing your monthly savings, extending your working years, or adjusting your post-retirement lifestyle to bridge this gap.
How it works:
Corpus at Retirement = Current Corpus grown at pre-retirement return.
Monthly Expenses at Retirement = Today's expenses compounded at inflation.
Corpus Needed (Perpetuity) = Annual expense at retirement ÷ (post-ret return − inflation).
Sustainable Monthly Income = What your projected corpus pays monthly over your chosen retirement period (SWP).
Know Your Risk Profile
A 5-step framework assessing your Risk Capacity, Risk Tolerance, and Risk Requirement — then recommending a personalised asset allocation.
Add up to 3 financial goals. This helps calculate the return required to achieve your objectives.
Answer honestly — there are no right or wrong answers. This reveals your emotional ability to handle volatility.
This step calculates the minimum annual return required to achieve your most important goal. If your goals can be met with 8% returns, there is no need to take 15% equity risk.
How We Work
A structured, repeatable approach to protecting and growing every rupee you've earned.
We understand your goals, current portfolio, tax situation, and risk tolerance before making any recommendation.
A 360° review of existing investments, insurance, liabilities, and estate structures to identify gaps and opportunities.
A customised investment policy statement and portfolio design — Core + Satellite allocation tailored to your life stage.
Seamless execution on the Motilal Oswal institutional platform with full transparency and real-time reporting.
Quarterly portfolio reviews, annual financial plan updates, and proactive alerts on market-moving events.
The Principals
Two principals. One shared mission: to protect what you've built and grow what you'll leave behind.
27 years across ICICI, HDFC, and IDBI Bank. Deep expertise in wealth management, regulatory compliance, and risk frameworks. Renowned for disciplined, process-driven investment governance and institutional-grade portfolio oversight.
27 Years Experience10+ years managing proprietary and family office portfolios. Specialist in equity research, financial modelling, and dynamic portfolio strategy. Known for sharp capital markets instinct and high-conviction stock selection.
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Book a Meeting
A 30-minute, no-obligation conversation with KNV or Kishan. We'll review your current position and identify the most impactful next steps.
📅 Book a Time on Our CalendarOr reach us directly:
subbubrd@gmail.com | +91 98661 85232 | +91 77023 00729
Existing Clients
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