Aurum Ventures Family Office provides investment advisory as a SEBI Registered Investment Adviser — independent, fee-only, and structured around strategic asset allocation for High Net Worth and Ultra-High Net Worth families.
Request a private consultation →We begin where most conversations end: with your family's actual liquidity horizon, tax position, and obligations. From there, we build a strategic asset allocation framework — not a house view applied uniformly across clients, but a structure calibrated to what your family actually needs to hold, and when.
Allocation across listed equities, private credit, real assets, and alternatives, calibrated to your risk profile and time horizon — diversification that reflects your family's specific circumstances, not a model portfolio.
Structured tiering of assets so you are never forced to sell at the wrong time. Risk profiling here accounts for concentrated positions, upcoming liquidity events, and obligations most generic advisory relationships never ask about.
Every allocation decision is evaluated for its after-tax outcome, in coordination with your CA and legal counsel — tax-efficient investing built into the strategy itself, not addressed after the fact.
Disciplined rebalancing to prevent portfolio drift from your original strategic intent, reviewed on a schedule — not reactively, in response to market noise.
We operate on a fee-only basis — a flat retainer, an advisory percentage of assets under advisement, or a combination, disclosed clearly upfront. Free from commissions, trail income, or product bias, our only incentive is the long-term outcome of your family's balance sheet. We accept a limited number of client relationships each year, by design — because depth of engagement, not scale, is what genuine advisory requires.
Discovery → Blueprint → Implementation → Ongoing Review. We move at the pace your complexity demands — a thorough understanding of your existing portfolio, tax position, and goals is the prerequisite to any meaningful advisory, not a formality before it.
An investment adviser provides strategic guidance on asset allocation, risk, and tax-aware structuring — advising on decisions, not executing trades or holding custody of assets directly.
A Portfolio Manager operates under a separate SEBI license and may manage assets on a discretionary basis. As a SEBI Registered Investment Adviser, Aurum Ventures advises on strategy; implementation and custody remain with you and your appointed intermediaries.
Fee-only. Aurum Ventures does not earn commissions, trail income, or referral fees from any product recommendation.
Engagements typically begin at ₹10 Crore in net worth, extending up to ₹300 Crore — a segment we believe is systemically underserved by institutions at both ends of the market.
If you want institutional discipline applied to your family's balance sheet, we should talk.
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