Sophisticated capital, quietly compounded.
Institutional-grade strategies and bespoke distribution for India’s families and founders — Equity PMS, Private Equity, Fixed Income, and proprietary Risk Profiling.
AMFI registered mutual fund distributor ARN-210268
₹500 Cr+ Assets Under Management
200+ Family Offices
Bengaluru
Equity PMS · Private Equity · Fixed Income
Est. 2019 — Quietly Compounding
Wealth Partner
I — Strategic Vehicles
A comprehensive suite of public and private market instruments.
Tailored for high-net-worth ecosystems, governed by mandate, and reviewed quarterly.
01
Equity PMS & AIF
Concentrated portfolios managed by veteran fund managers targeting alpha across mid and small-cap segments.
02
Private Equity
Exclusive access to Pre-IPO opportunities and late-stage venture capital in India’s fastest-growing sectors.
03
Fixed Income & Bonds
Curated debt instruments, hybrid mutual funds, and high-yield bonds for capital preservation and steady cash flow.
The Solutions Index
Personalised to your mandate
01
F.I.R.E.
Independence
Achieve financial independence through goal-based planning, disciplined investing, and a personalised roadmap designed to build sustainable long-term wealth.
02
Wealth Intelligence Reports
Insights
Access institutional-quality portfolio analytics, research reports, and investment insights that help you make informed decisions with greater confidence.
03
Digital Capability
Explore
Experience seamless wealth management with secure portfolio tracking, performance reporting, goal monitoring, and anytime access through our digital platform.
04
Risk Profile
Diagnostics
Begin with a comprehensive diagnostic that maps your financial goals, risk appetite, liquidity needs, and investment preferences for long-term success.
IV — Philosophy
"Wealth is a quiet conversation between generations."
We reject the noise of day-trading and the anxiety of the 24-hour news cycle. We build with the patience of a craftsman and the discipline of an institution.
Assets Under Management
₹500Cr+
Client retention
98.4%
Families Accounts
200+
Years of trust
7
V - Testimonials
What Our Clients Have To Say
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I have been using ActivWealth for more than four years, and with my busy work schedule, its reassuring to know my financial planning is in capable hands. Their attention to detail, proactive approach, and regular portfolio updates give me complete peace of mind without requiring me to constantly monitor my investments. Whether it's planning for short-term financial goals or building long-term wealth, the team has consistently adapted their advice to my evolving needs—from conservative investment strategies to opportunities with higher growth potential. What stands out most is that every recommendation is made with my best interests in mind. Their professionalism, transparency, and client-first approach have earned my trust, and I would confidently recommend ActivWealth to anyone looking for reliable financial guidance.
Myosre Krishnasway Ramaprasad MD – Bourns India
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Working with Activwealth Team, has been a great experience over the last few years. Their team takes a structured, long-term approach to portfolio management, balancing risk and return through thoughtful diversification. Their timely recommendations during challenging market conditions like Covid, War etc have been invaluable, and I appreciate their consistent focus on helping me achieve my Goal of more than 15% XIRR in my investments.
Dhruv Mathur Director – Enterprise - Skill Lync/ Crio.do
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Activwealth has been a trusted partner in managing my mutual fund investments, and my experience with them has been consistently positive. From the very beginning, their team took the time to understand my financial goals, investment horizon, and risk appetite before recommending a suitable investment strategy. What I appreciate most is their personalised approach and commitment to keeping my financial interests at the centre of every recommendation. They simplify complex investment concepts, making it easier to understand the rationale behind portfolio decisions and market movements. Their regular reviews and timely insights have helped me stay focused on my long-term objectives rather than reacting to short-term market fluctuations. The team is highly professional, responsive, and transparent in all their interactions. Whenever I have questions or concerns, they are available with clear explanations and practical guidance. This level of support and accessibility has given me confidence and peace of mind throughout my investment journey. Beyond portfolio management, Activwealth has helped me look at my finances more holistically, encouraging disciplined investing and long-term wealth creation. Their expertise, integrity, and client-centric approach set them apart and make them a valuable partner for anyone seeking professional financial guidance. I am grateful for the trust they have earned over time and would confidently recommend Activwealth to individuals and families looking for a reliable and knowledgeable wealth management firm to help them achieve their financial goal.
Ganesh Bhat Director-IT – HPE
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We have been engaged with ActivWealth for our financial planning and wealth management, and in their research and in Varun have found a mature, sensible ally that allows us to manage the tightrope between risk and returns most appropriately for our situation and stage in life. They listen patiently, engage deeply and are ready to craft a strategy and approach very specific for the needs. We've now gotten the kids started on investments journeys with ActivWealth as advisors as well!
Sameer Shisodia Ecosystem Fellow, Rainmatter Foundation, Ex-CEO, Rainmatter Foundation, Founder/CEO : Linger Leisure
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As someone who has evaluated and built businesses for decades, I value partners who combine deep expertise with sound judgment. ActiveWealth has done exactly that. Their team restructured my portfolio with a clear long-term strategy, resulting in consistent performance while maintaining prudent diversification. They have also given me access to high-quality opportunities across unlisted companies, pre-IPO investments, startups, PMS, and AIFs. What distinguishes ActiveWealth is not just access, but the quality of their advice, rigorous due diligence, and exceptional client service. They operate as trusted wealth partners, focused on creating long-term value rather than simply selling financial products.
Pranav Saxena Group Chief Product & Technology officer,API Holdings
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I have been using ActivWealth’s wealth management services for over four years and have had a very positive experience. Their team is knowledgeable, approachable and takes a personalised approach to wealth management. I particularly appreciate their wide range of investment options, including Mutual Funds, PMS, Insurance, Bonds, Structured Products and Unlisted Equities, making it a great destination for holistic wealth management. I would highly recommend ActivWealth to busy professionals looking to build and manage a long-term portfolio with the right guidance.
Apoorva Gaurav SVP Engineering – Clear
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As a busy surgeon, I didn’t have the time to constantly monitor markets or manage my investments. Activwealth helped me take a more structured, diversified and goal-oriented approach starting with protecting my family and then building my investment portfolio. What I value most is the personalised advice, regular updates and disciplined approach. Today, I have much greater clarity and confidence about my financial future. I believe every professional should have a financial strategy not just investments.
Dr. Suresh Kumar General & HPB Surgeon, Delhi