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Goal-Based Portfolios
Dynamic asset mixes linked to life events with contingency buffers (illustrative; from scheme documents).
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Boutique Investing Services
Designing Wealth Journeys That Withstand Every Market Cycle
At Vanshi, disciplined mutual fund investing, tax awareness and timely execution converge to help protect and grow multi-generational capital.
✓
Holistic Life Planning Support
Goal-mapped allocations for education, retirement, legacy and liquidity buffers (illustrative).
✓
Institutional Discipline
Research oversight, risk analytics and quarterly rebalancing triggers from disclosed methodologies.
✓
Family Office Care (Coordination)
Transparent reporting, inter-generational coordination and concierge execution support.
Rs.500Cr+
Investments Facilitated
20+ Years
Average Team Tenure
1000+
Families Supported
LIVE SIGNALS
Market Confidence Index
Disciplined, patient SIP allocations can improve long-term outcomes versus timing entries (illustrative).
- Asset HealthStable
- Risk PremiumAligned
- Goal ProgressOn Track
Projected vs Invested
Illustrative 10-year SIP | Rs.25K monthly @ 11%
AMFI-registered Mutual Fund Distributor
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AMFI-registered Mutual Fund Distributor
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Process excellence & audit-ready governance
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Global Families Clients across 8 countries with NRI desk
What We Deliver
Intelligent Investing Support For Every Financial Milestone
Our multidisciplinary desks blend research, compliance and behavioural nudges to keep portfolios compounding with discipline.
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Wealth Protection Lab
Risk analytics, diversification and rebalancing frameworks to help contain downside.
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Family Office Desk
Consolidated reporting, succession coordination and bespoke treasury execution support.
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NRI & Global Investors
Cross-border compliance, repatriation assistance and multi-currency wealth previews.
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How We Operate
Research-Led, Human-Centric & Always On
Every Vanshi engagement is anchored by a dedicated service pod that synchronises research insights, compliance checks and family conversations.
- Dedicated Pod: Lead relationship manager, investment analyst and client success manager.
- Quarterly Reviews: Data-packed sessions with clear actions and rebalancing triggers (where applicable).
- Instant Visibility: Dashboards for performance, cashflows and goal progress.
1
Discover
Conversations to map aspirations, constraints and behavioural cues.
2
Design
Scenario illustrations, tax filters and goal-linked allocation blueprints.
3
Deploy
Digitised onboarding, paperless execution and concierge transaction support.
4
Deliver
Quarterly reviews, proactive rebalancing and legacy alignment coordination.
92%
of Vanshi families stayed invested through recent volatility thanks to disciplined guardrails.
38 hrs
average time saved per client quarterly with consolidated reporting & concierge execution.
4.9 / 5
client satisfaction score driven by transparency, responsiveness and clarity.
Client Voices
Conviction Earned Through Outcomes
Entrepreneurs, CXOs and global families rely on Vanshi for clarity and stewardship across every financial season.
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"Xin chào, tôi muốn biết giá của bạn."
"Hai, saya ingin tahu harga Anda."
"Hai, saya ingin tahu harga Anda."
"Здравейте, исках да знам цената ви."
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"Kaixo, zure prezioa jakin nahi nuen."
"The Vanshi Wealth website is well-designed, professional, and easy to navigate. It clearly explains their financial services — from investment planning to wealth management — in a simple and transparent way. The insights and resources shared are really helpful for investors looking to make informed decisions. Impressive work by the team for maintaining both clarity and credibility online! Highly recommended for anyone seeking trusted financial advice."
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Market Intelligence
View All Articles
Latest Briefings & Research
3 Wealth Lessons From Volatile Markets
Guard rails that helped clients stay invested and benefit from recoveries.
Read briefing →Structuring Retirement Income Streams
Build predictable income while allowing capital to compound tax efficiently.
Read briefing →Why Goal-Based Investing Wins
Aligning investments to milestones reduces anxiety and improves outcomes.
Read briefing →
Next Step
Let's Craft Your Wealth Blueprint
Book a complimentary discovery session. We'll benchmark your portfolio, identify hidden drags and design a forward-looking roadmap.
Role Clarification:
Vanshi Wealth acts solely as an AMFI-registered Mutual Fund Distributor. Investors should refer to the respective AMC’s documents for scheme-specific decisions.
Disclaimer
Mutual fund investments are subject to market risk; read all scheme related documents carefully before investing.