Saphalata
The Engineering of Generational Wealth
An institutional investment architecture built on academic research and disciplined risk design, spanning equities, derivatives, and real assets.
The Math of Wealth Preservation
Structure Beats Prediction
Traditional portfolios lose wealth quietly through fund churn and tax drag. Our strategies are designed to let capital compound efficiently over decades.
Assumptions
Initial investment: ₹100 Cr, Return: 15% p.a., Time Period: 30 years, GST: 18%, Capital Gain Tax Rate: 14.95%
| Fund Churn | Management Fee | |
|---|---|---|
| Growth A | Never | 1% p.a. |
| Growth B | 2 years | 1% p.a. |
| Growth C | Never | 2% p.a. |
| Growth D | 2 years | 2% p.a. |
Disclaimer: Simulated illustration. Not a representation of the past returns. Not a guarantee of future returns.
Structure Beats Prediction
The Math of Wealth Preservation
Traditional portfolios lose wealth quietly through fund churn and tax drag. Our strategies are designed to let capital compound efficiently over decades.
Assumptions
Initial investment: ₹100 Cr, Return: 15% p.a., Time Period: 30 years, GST: 18%, Capital Gain Tax Rate: 14.95%
| Fund Churn | Management Fee | |
|---|---|---|
| Growth A | Never | 1% p.a. |
| Growth B | 2 years | 1% p.a. |
| Growth C | Never | 2% p.a. |
| Growth D | 2 years | 2% p.a. |
Disclaimer: Simulated illustration. Not a representation of the past returns. Not a guarantee of future returns.
The Alliance
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Most conversations start with a 20-minute architecture walkthrough.
Partner Network Application
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Research Collaboration
Collaborate on evidence-based finance
From Our Library
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Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes.
Read more →Operational Infrastructure
