Answers,
in plain language.
A short set of questions we are asked most often. For anything particular to your circumstances, please write to us directly.
A short set of questions we are asked most often. For anything particular to your circumstances, please write to us directly.
We are a private wealth partner to ultra high net worth families, family offices and founders. We design, implement and steward portfolios across mutual funds, PMS, AIFs, fixed income and select private assets, and we coordinate the administration around those holdings.
Our economics are arranged at the product level and disclosed openly. There are no planning fees, retainers, or charges levied directly on the client.
Families and principals with meaningful capital, including single and multi-generational family offices, ultra high net worth individuals, founders post-liquidity, and NRIs seeking coordinated India allocation. Most relationships begin through a referral, but we also welcome direct enquiries from principals who feel our approach fits their circumstances.
Engagements are typically considered from ₹50 lakh onward, though the threshold is a matter of fit rather than a rigid floor. Family-office mandates are structured bespoke.
Every holding remains in the client's own name and custody, with the respective AMCs, portfolio managers, AIFs or depositories. Riser Wealth does not pool or take custody of client assets at any point.
Portability is designed into every engagement. Should a client choose to move assets or change representation, we assist without friction.
Every manager is handpicked through independent research, performance back-testing and a qualitative fit check, and in the majority of cases through personal allocation by the principal of the firm alongside the client.
A secure client portal for live positions and statements, quarterly written letters summarising portfolio activity and market context, and a formal annual review. Ad-hoc dialogue as and when you want it.
Riser Wealth operates as an AMFI-registered mutual fund distributor (ARN-268478) and holds NISM 21A and NISM 5A qualifications, authorised to distribute mutual fund, PMS and AIF products.
A first conversation held in confidence, followed, if useful, by an independent review of your present holdings. Both carry no obligation.