Products & services
- OUR OFFERINGS
Our Products & Services
Mutual Funds
Well researched and hand-picked mutual funds that are tailored to the needs of the investor with focus on fund houses with scale of assets under management (AUMs), fund managers with proven track records over multiple business and market cycles
Unlisted shares
Opportunities to invest in early stage to pre – IPO companies in the Indian markets that may get publicly listed in the near term
Direct Equity & ETFs
Curated short to medium term trading ideas from leading wealth management firms
Portfolio Management Services (PMS)
Access to well established bespoke investment strategies from leading PMS firms both on the Debt & Equity asset classes tailored to risk and return appetite of investors.
Insurance (Life and Health)*
Leverage the services of an expert third party insurance advisor recommended by Wealth Yatra to understand the life and health insurance requirements and provide tailored recommendations for needs of self and family
Corporate FDs, Listed Corporate Bonds, Non-Convertible Debentures, Government Securities and Sovereign Gold Bonds
Higher regular income investment opportunities than the traditional bank FDs or Govt saving instruments. Offerings include bonds/NCDs issued by Corporate, Governments and Public sector institutions tailored to the income needs (monthly, quarterly, annual) of the investor and to the risk/return appetite based on ratings issued by leading credit rating agencies
Private Equity/Venture Capital Funds
Exciting opportunity to be part of the pre-seed, seed to early/growth stages for start-up ventures in the new age industries with great growth opportunities both in the US and Indian ecosystem and look for potential attractive returns through capital appreciation and income generation
REITs/InvITs
Diversified investment opportunities in the growing Real Estate and Infrastructure Investment Trust sectors for investors seeking steady stream of income
Alternative Investment Funds (AIFs)
Opportunities to invest in a wide array of alternative investment class across Debt (private credit and special situation opportunities in the large & middle established companies), Equity (high conviction ideas across market sectors and caps) , Real estate (income opportunities on institutional grade assets) and Private Equity asset classes from leading names in the industry that use sophisticated investment strategies compared to traditional investments and potentially offering the opportunity for enhanced returns. Offerings will include Category II and III type funds.
Gift City offerings
Reap a multitude of advantages and compelling investment opportunities for NRIs interested to invest through India’s International Financial Services Centre (IFSC) located in Gujarat - GIFT City. GIFT City offers operational ease for NRIs to invest in a wide range of investment opportunities including stocks, bonds, mutual funds, PMS and alternate investment classes with tax exemptions on their investments in GIFT City and seamless repatriation of profits and dividends without facing any restrictions or hurdles.
Tax consultation and filing*
Provide assistance through a reputed Chartered Accountant firm on Tax consultation & filing services for individuals, family offices with domestic to international jurisdictions with double tax avoidance agreements (DTAAs), advice on foreign exchange laws or certification for repatriation of funds from investments made in immovable assets, tax related aspects towards setting of estate services (succession planning or formation of Trusts) and compliance with Indian and International Jurisdiction laws.
Legal consultation and advice*
Seek comprehensive legal expertise through a leading Advocate & Solicitors Firm on Wills and succession planning, Structuring offshore investments that need to be compliant with the restrictions in Indian laws on exchange control and taxation, advice on wealth planning issues pertaining to reverse migration of Indian-origin persons from other countries or on understanding of Indian regulation related to suitable philanthropic vehicles or on structuring and implementation of asset protection and succession vehicles for their clients.
*Wealth Yatra only acts a referral partner and does not offer insurance, tax and legal advice on wealth mgt aspects
Client Segment
How it works
