Finsquare wealth management solutions — PMS, AIF, mutual funds, structured products and cross-border advisory

Institutional-Grade Wealth Solutions

PMS, AIF, Mutual Funds, Structured Products & Cross-Border Advisory — under one trusted roof.

Every Financial Product Worth Holding — Curated, Audited, Transparent

From Portfolio Management Services and Alternative Investment Funds to mutual funds, structured products, real estate and global access — Finsquare brings institutional rigour to every asset class, accessible through a single advisor, a single platform, and a single line of accountability.

Insurance & Risk Cover

High-value term, health and asset insurance for HNI families, key persons and promoter wealth — sourced from India's leading insurers and structured for optimal cost-to-cover.

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Mutual Funds

Research-led equity, debt and hybrid mutual fund portfolios — conflict-free, goal-aligned and built for tax-efficient long-term compounding.

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PMS & AIF

Discretionary Portfolio Management Services and SEBI-registered Alternative Investment Funds (Cat I, II, III) curated for UHNWIs seeking institutional-grade alpha.

Access PMS & AIF

Stock Broking

Execute Indian equity and derivative strategies with advisory-led research, block-deal access and consolidated portfolio reporting.

Open Broking Access

Fixed Income & Structured Products

Curated sovereign bonds, corporate NCDs, MLDs and capital-protected structured notes — predictable yield engineered for capital preservation.

See Yield Options

Real Estate

Hand-picked residential, commercial and fractional real estate opportunities across India's fastest-growing micro-markets — fully vetted, RERA-compliant.

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Lending Solutions

Discreet private-banking-grade lending — home loans, LAP, LAS and business credit — negotiated through our institutional network.

Discuss Financing

Accounting & Tax Compliance

End-to-end accounting, direct tax filing, capital-gains optimisation and cross-border compliance for individuals, NRIs and corporate clients.

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Premium Credit Cards

Elite metal and premium card programs with bespoke travel, concierge and reward benefits — matched to your spend and lifestyle profile.

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One Portal. Every Asset. Total Visibility.

  • Consolidated Across Every Asset Class

    Equities, mutual funds, PMS, AIF, insurance, real estate and lending — visible on one screen, in real time.

  • Institutional-Grade Reporting

    XIRR, asset allocation, tax statements and goal-tracking — exportable, audit-ready and CA-friendly.

  • Discreet, Secure, Always-On Access

    Bank-grade security with role-based access for you, your spouse, your CA and your Family Office team.

  • A Senior Advisor on Call

    Technology gives you visibility — your dedicated Finsquare advisor gives you decisions.

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Finsquare unified wealth portal — consolidated view of PMS, AIF, mutual funds, insurance and lending