Structured Wealth Advisory for HNI & Ultra-HNI Investors
Not every investor is meant only for mutual funds.
Not every investor is suitable for PMS or AIF either.
At Finara, we evaluate **portfolio size, risk capacity, time horizon and responsibility of capital**
before deciding whether Mutual Funds, PMS or AIF are appropriate.
This ensures investments are aligned with **worth — not trends**.
All discussions are confidential and suitability-based.
We do not follow a product-first approach.
Our focus is on understanding whether an investment structure matches
the investor’s **financial worth, expectations and risk responsibility**.
This helps our clients transition from generic investing
to disciplined and structured wealth management.
Investment decisions are driven by suitability, not by product popularity or commissions.
We believe wealth grows through disciplined structures, not tactical shortcuts.
As portfolios grow, responsibility increases — strategies must evolve accordingly.
Best suited for diversified, long-term investing. Ideal as a foundation but may have limitations for larger portfolios.
Designed for investors whose portfolio size demands customization, focused strategies and direct ownership.
Suitable for sophisticated investors seeking diversification beyond traditional asset classes with a long-term perspective.
Mutual Funds: Suitable when discipline and diversification are the priority.
PMS: Becomes relevant when portfolio size requires deeper control,
concentration management and customization.
AIF: Designed for investors with higher risk understanding,
longer horizons and alternate asset exposure needs.
There is no universal solution — investing works best
when matched with the investor’s worth and responsibility.