Private Mandates
For families and institutions who require a custom-built, rules-based portfolio to meet their financial and non-financial goals.
Bespoke
Portfolio
Click each component to see how it's tailored for you
When Standard Products Fail
The pain points that drive families and institutions to seek bespoke solutions.
Legacy Locks
You hold low cost-basis legacy shares that are difficult to sell without large tax consequences — yet they dominate portfolio risk.
Liability Mismatch
You have specific cash flow needs (lifestyle, philanthropy) that pure equity funds cannot meet reliably.
Lack of Control
In a fund, you cannot pause execution or demand instant liquidity without redeeming the entirety.
Values & Constraints
You require specific exclusions (e.g., ESG, Shariah, Climate or "No Competitors") that pooled funds cannot accommodate.
Bespoke Engineering
What a Private Mandate solves for you.
Total Balance Sheet View
We don't just manage "funds"; we engineer your entire financial balance sheet. We build around your legacy assets, creating a total portfolio.
Yield Generation
We construct predictable cash yield through direct investments in cash-generating assets — real estate, infrastructure, and other income-producing holdings.
Return Shaping
We utilize Option Architectures (Collars, Put Spreads) to engineer defined outcomes—capping downside risk in exchange for capped upside.
Tax Alpha
We actively harvest losses in the portfolio to offset gains elsewhere in your balance sheet, increasing your post-tax returns.
The Structure
Minimum Portfolio Size
Style
Segregated Demat
Discretion
Governance
Case Study
Case Study #1
Family Office
The Client
A Family Office with ₹75 Cr across 14 mutual funds and ₹20 Cr in legacy promoter stock (Auto Sector).
The Problem
Overlap, high fees, and dangerous over-exposure to the Auto sector (Legacy + Funds).
Illustrative Outcome
"Reduced 14 holdings to one coordinated portfolio. Neutralized sector concentration. Generated stable income."
Note: This is an illustration, not a performance guarantee.
Frequently Asked Questions
What is the minimum for a Private Mandate?
₹25 Crore. Below this threshold, the costs of bespoke structuring outweigh the benefits. For smaller portfolios, we recommend our India Core Equity Fund.
Can I veto specific trades?
Since it is a discretionary structure, you cannot veto individual trades. However, you can set “Negative Lists” — specific stocks, sectors, or themes that will never be included in your portfolio.
How is this different from a PMS?
Most PMS providers sell a “Product” (e.g., a Midcap Strategy). We provide an architecture tailored to your specific needs, corporate structures, and balance sheet constraints. It’s engineering, not product placement.
Explore A Bespoke Mandate
Start a conversation about how we can engineer your portfolio.
