Your wealth deserves
a manager who's
in it with you
Intelligent wealth management that gets more rewarding as your wealth grows.
What You Get
Six pillars of a complete wealth system.
PMS-Grade Equity Strategies
High-conviction, actively managed portfolios built around structural themes, bringing institutional expertise to your Demat without the traditional fees.
Equity Portfolio Intelligence
A complete X-ray of your equity exposure. Your existing stocks and mutual funds, thoroughly analysed by our proprietary AI and in-house wealth experts.
Exclusive Monthly Webinars
Join our experts every month as we break down basket updates, decode market outlooks, and discuss strategic shifts in your portfolio.
Goal-Based Wealth Planning
From retirement to your child's education, every major life event mapped to a precise financial plan.
AI Concierge + Dedicated RM
24/7 AI Concierge support for all tiers. Dedicated Human Relationship Manager exclusively for select premium tiers.
Family Wealth Management
One unified view across every member of the family. Consolidated, coordinated, and conflict-free.
The Liquide Advantage
Our core philosophy for building resilient wealth.
Professionally Designed Portfolio
A portfolio built around you: your goals, your risk appetite, and your financial timeline. Not a template. Not a generic model. Yours.
Dynamic Active Management
Your portfolio is not static. We continuously monitor market conditions and actively rebalance your investments to protect capital and capture new opportunities.
Invest First, Pay Later
Start investing the moment you sign up. We collect our advisory fee via mandate at the end of each quarter. Your capital goes to work from day one, not after we have been paid.
The Journey
A seamless roadmap from initial analysis to active management.
Risk Profiling
We start by deeply understanding your true risk appetite, investment time horizons, and ultimate financial goals to build a strategy that perfectly aligns with your life.
Portfolio X-Ray
A comprehensive diagnostic on your existing stocks and mutual funds. We identify hidden risks, clean up overlapping assets, and eliminate portfolio fragmentation that dilutes your wealth.
High-Conviction Allocation
We skip the clutter. Your capital is allocated into high-conviction baskets focused on quality earnings visibility and strong balance sheets, entirely avoiding the trap of passive index-hugging.
Frictionless Execution
Execution gaps erode returns. Enjoy one-tap rebalance for your baskets. We ensure your strategy is implemented seamlessly and accurately, preventing the missed opportunities common in traditional wealth management.
Active & Agnostic Management
We are completely agnostic, purely advisory with zero hidden commissions. Our continuous monitoring and timely rebalancing ensure you capture profit before market corrections.
Our Principles
We do not chase noise.
We do not hug the index.
We do not hold when thesis breaks.
Our Baskets
Built with strong management quality, pricing power, and earnings visibility.
Flexi Wealth Basket
Designed for long-term wealth creation, balancing stability with alpha generation through large-cap compounders and high-conviction midcaps.
Sector Exposures
Strategic Rationale
Benefiting from India's credit expansion and rising retail participation via robust institutions and private banks.
Consumption-led growth acts as a portfolio stabilizer during volatility through dominant consumer brands.
Capturing the manufacturing and capex upcycle via defense, manufacturing and commercial vehicles.
Multi Asset Basket
Stable, diversified, and cost-efficient ETF investing.
Asset Classes
Strategic Rationale
The Nifty 500 allocation provides participation across large, mid, and small-cap segments seamlessly.
Targeted Midcap ETFs capture the high-growth trajectory of India's middle-tier businesses.
Gold BeES acts as a strategic inflation hedge and safe haven during equity market volatility, protecting your downside.
Latest Updates
Past 90 days update. Consistent execution, quarter after quarter.
Portfolio Return
Nifty 50 Return
Alpha Generated in July
Antelopus
Profit realized on this holding
Current Sector Conviction
A live view of where we see structural growth, updated quarterly.
Capitalizing on the credit growth cycle and pristine asset quality across top-tier lenders.
Benefiting from sustained infrastructure push and industry consolidation driving pricing power.
Strategic value buys offering strong dividend yields and highly stable refining margins.
Structural oligopoly advantages driving steady ARPU expansion and high cash generation.
Riding the ongoing residential upcycle as organized, debt-free players capture outsized market share.
Current Market Cap Exposure
A balanced mix designed to capture both stability and explosive growth.
Anchoring the portfolio with high-liquidity, resilient market leaders.
High-growth challengers positioned for massive upside.
The sweet spot of proven business models with room to expand.
A Smarter Alternative
See how Liquide Wealth's transparent advisory compares to Banks, traditional PMS, and other RIAs.
| Feature | Liquide Wealth | Bank RMs & Distributors | Traditional PMS | Standard RIAs |
|---|---|---|---|---|
| Advisory Fee | 0.60% to 1.00% (AUM Based) | Embedded (hidden commissions) | 1.50% to 4.00% | 1.50% to 2.50% |
| Performance Fee | Zero (0%) Profit Sharing | No | 15% to 20% above hurdle rate | No |
| Conflict of Interest | None | High (Sells in-house/high-commission products) | Low (But restricted to their own strategy) | Low to None |
| Setup & Entry Costs | Zero Setup Fees | Entry loads often apply | Often up to 1% to 2% | Fixed planning fees upfront |
| Minimum Capital Requirement | Start with ₹50,000, scale as you grow | Varies (Usually ₹10L - ₹50L for RM access) | ₹50,00,000 (Regulatory minimum) | Varies (Usually ₹50L+) |
| Lock-ins & Exit Loads | Fully liquid, your demat, your control | High exit loads on structured products | High exit loads (up to 3% in year 1) | Depends on underlying products |
Transparent Pricing
Purely advisory fee. No hidden charges, no profit sharing.
Average 90-Day AUM
We calculate our advisory fee based on your average daily AUM over a rolling 90-day period. This ensures your fees are smooth, fair, and completely transparent, rather than penalizing you on temporary high-watermarks or daily market spikes.
Estimate Your Quarterly Fee
Invest First. Pay Later.
Fees are collected via mandate at the end of each quarter. AUM is calculated as the average of daily closing balance over 90 days. Your capital is always working first.
All fees are on average AUM calculated as the average daily closing balance over a 90-day rolling period. GST applicable as per prevailing rates.