You Built the Enterprise.
Now Build Enduring Wealth.
You Built the Enterprise.
Now Build Enduring Wealth.
Building startups is a full-time bet on one asset—your company. We help you build wealth outside it. Through concentrated PMS strategies, Cat II/III AIFs, liquidity exit planning, and private family trusts, we make sure your personal wealth grows on its own terms—independent of your business's ups and downs.
Why CXOs & Founders Need a De-Linked Personal Balance Sheet
Business leaders often reinvest all surplus back into company equity or retain concentrated executive stakes. When operational cycles shift or regulatory landscapes change, personal net worth shouldn't bear the brunt.
Ring-Fencing Personal Wealth
Separating family assets from personal guarantees, director liabilities, and commercial debt. We establish irrevocable private family trusts and offshore structures to secure generational capital.
Liquidity Event & Secondary Exit Management
Structured monetization for secondary share sales, buybacks, promoter stake sales, and post-IPO lock-in expirations—optimizing capital gains tax under Sections 54F/54EE.
Institutional Alternative Capital Access
Direct access to high-yield private credit (13%–15% gross IRR), pre-IPO late-stage funds, venture debt, and Category II/III AIFs not accessible on retail distribution platforms.
Private Solutions Engineered for High-Stakes Decision Makers
We operate as your dedicated multi-family office desk, combining asset management, legal structuring, and tax alpha.
Cat II & III AIFs
SEBI Alternative Investment Funds covering private credit, structured debt, late-stage venture equity, and long-short hedging strategies.
High-Conviction PMS
Discretionary 15–25 high-growth stock portfolios managed by top institutional fund managers, held directly in your personal demat account.
GIFT City IFSC Platform
Dollar-denominated global feeder funds and international family holding structures in India's premier tax-neutral financial centre.
Private Family Trusts
Bespoke estate planning, promoter voting trust documentation, and multi-generational succession architecture to protect family assets.
How We Outperform Traditional Commercial Banks
Why business founders and C-Suite executives partner with our boutique private fiduciary desk.
| Capability | Retail Bank Wealth Desk | Aureva CXO & Founder Desk |
|---|---|---|
| Incentive Alignment | Sales quotas pushing bank-manufactured products | 100% open-architecture fiduciary alignment |
| Liquidity & Secondary Exits | Standard demat accounts; no tax structuring | Pre/post-IPO capital preservation & 54F tax planning |
| AIF & Private Credit Access | Limited or zero institutional alternative access | Direct Cat II/III AIFs, structured debt & pre-IPOs |
| Asset Ring-Fencing | None; assets exposed to business liabilities | Private family trust creation & legal structuring |
Ready to Build Wealth Outside the Business?
Speak directly with our senior partners to discuss asset de-linking, secondary liquidity deployment, or private family office mandates under strict NDA.