What is the minimum investment for private equity?

Most private equity opportunities are structured as AIFs with a SEBI-mandated minimum of ₹1 Cr per investor. Some co-investment opportunities have higher minimums. We help clients right-size their allocation — typically 10–20% of total investable assets — to balance return potential with liquidity needs.

How do I exit a private equity investment?

Exits occur through IPO, strategic acquisition, or secondary sale — typically within the fund's defined investment horizon. There is limited secondary market liquidity for private equity, which is why we emphasise the illiquidity premium and the importance of not over-allocating.

Is real estate investment through funds better than buying a property directly?

For most investors, yes. Funds offer professional management, diversification across multiple assets, regulatory oversight, and structured exit mechanisms. Direct property ownership involves illiquidity, ongoing maintenance, tenant management, and typically lower yields when total costs are accounted for.

WEALTH MANAGEMENT

Private Equity & Real Estate

Institutional-grade opportunities in growth-stage companies and premium commercial real estate — with target IRRs of 15–22%.

15–22%

Target IRR

3–7 yrs

Investment Horizon

SEBI Accredited

Investor Requirement

OVERVIEW

Long-Horizon Wealth Creation

Private equity and real estate are the two asset classes most consistently associated with generational wealth creation. Institutional investors — endowments, sovereign wealth funds, family offices — allocate 20–30% of their portfolios to these illiquid alternatives precisely because the long lock-in period forces a patient capital discipline that public markets do not allow. At ₹1 Cr+ minimums and with SEBI accreditation requirements, these opportunities are now accessible to high-net-worth individuals in India.

On the private equity side, we provide access to growth-stage companies across technology, consumer, healthcare, and financial services — typically at Series B to pre-IPO stages where valuations are more reasonable than public markets but the company has already demonstrated product-market fit and revenue traction. Target IRRs range from 18–25% over a 3–5 year horizon.

On the real estate side, we offer access to premium commercial real estate income funds targeting Grade A office and warehouse assets in Tier 1 cities — generating 8–10% annual rental yields plus appreciation, structured through SEBI-registered vehicles with quarterly distributions. We do not recommend residential real estate investment as an asset class given its illiquidity, maintenance burden, and unfavourable tax treatment relative to financial assets.

WHAT'S INCLUDED

Key Features

Growth-Stage Private Equity

Series B to pre-IPO investments in companies with established revenue, strong unit economics, and a clear path to public listing or strategic acquisition within 3–5 years.

Commercial Real Estate Income

Fractional ownership of Grade A office parks and logistics warehouses via SEBI-registered structures — targeting 8–10% annual yield plus capital appreciation over 5–7 years.

Target IRRs of 15–22%

Expected returns across the portfolio of private market opportunities we recommend — net of fees, based on historical performance of comparable vintages.

Defined Investment Horizon

Private market investments are structured with 3–7 year hold periods, allowing patient capital to compound without public market volatility distorting the exit.

Institutional Due Diligence

Every opportunity undergoes financial model review, management reference checks, legal structure analysis, and exit scenario modelling before we present it to clients.

SEBI-Compliant Structures

All investments are made through SEBI-registered AIFs or similar compliant structures — providing regulatory oversight, audited reporting, and clear investor rights.

PARTNERS

OUR PROCESS

How We Work

A clear, structured approach from your first consultation to ongoing support.

Accreditation & Eligibility

We guide you through SEBI's accredited investor certification and confirm your eligibility for specific opportunities based on investable capital and risk profile.

Opportunity Review

We present a curated set of current opportunities — typically 2–4 per year — with detailed investment memos covering the thesis, management team, risk factors, and exit scenarios.

Due Diligence Support

For serious prospects, we arrange management presentations, facilitate legal review of subscription documents, and provide independent analysis of financial projections.

Investment & Monitoring

Post-investment, we provide quarterly NAV updates, distribution tracking, and portfolio event alerts. We flag material changes to the investment thesis immediately.