PMS, AIF, GIFT City, NRI structuring, structured products and family-office concierge — delivered by a team that's been managing Indian family wealth since 1999.
Our advisory desks are organised around how you live your financial life, not by product category. Pick the one closest to where you are today.
A strictly invitation-only product universe. Every PMS manager, every AIF, every structured note on our shelf has been through our investment committee — and we have skin in the game alongside you.
12 vetted products across three layers — each selected for quality, track record, and regulatory compliance.
Ranked by 1-year TWRR returns. Data sourced from AMC disclosures via PMSBazaar.
Past performance is not indicative of future returns. PMS requires a minimum investment of ₹50 lakhs.
India's most sophisticated investment products are built for qualified investors. The SEBI Accredited Investor certificate is your key to the full product universe — and we handle the entire process for you.
What accreditation unlocks
SEBI eligibility criteria
₹2 Cr+ annual income
in each of the last 3 years
₹7.5 Cr+ net worth
with ₹3.75 Cr in financial assets
₹50 Cr+ corporate net worth
for body corporates
Meet any one criterion to qualify. We assess your eligibility, compile documentation, file with BSE/NSE subsidiaries, and get your certificate issued — typically within 2–3 weeks.
Eighteen+ countries, one team. We handle the cross-border complexity — accounts, taxation, repatriation, FATCA, FBAR, DTAA — so your portfolio compounds the way it should.
A 90-minute deep dive into your goals, family, taxes, existing investments, and risk appetite. No products, no pitches.
A written allocation framework — public equity, debt, alternatives, gold, real estate — tied to specific goals and tax handles.
Specific PMS, AIF, mutual fund and structured-product picks from our committee shelf. Direct manager access where required.
Quarterly portfolio reviews, annual rebalancing, manager meetings, tax-loss harvesting and proactive notifications on regulation.
If your clients are happy and satisfied, you are successful. Everything else — AUM, awards, recognition — follows from that one principle. Twenty-five years in, that's still the only KPI we measure ourselves on.
Money Lancer was founded in Pune in 1999. The Wealth division was launched to bring the same advisor-first approach to the more complex needs of NRIs, HNIs and corporate clients — alternatives, cross-border structuring, succession, and concierge.
With over 300 SEBI-registered portfolio managers, the lines between PMS and mutual funds are blurring. Here is a framework for deciding which is right for you.
From RNOR status to converting NRE accounts — the first 24 months after returning are critical for your tax and investment structure.
Cat III AIFs are among the most sophisticated vehicles available in India. Understanding strategy types, lock-ins and risk is essential before committing.
45 minutes with a senior advisor. We'll understand your goals, current allocation and constraints — then send you a written assessment of what we'd actually recommend. No fees, no obligations, no follow-up calls unless you ask for them.
