An arch holds its load because every stone is placed on purpose.
We design multi-asset portfolios the same way — across debt, equity, alternatives and structured strategies — so each holding does specific work, and the whole mandate stays standing under pressure.
Allocation is a structural problem, not a product list.
“Most portfolios fail the way bad masonry fails — not one big crack, but every joint under load in the same direction at once.”
Open architecture
We are not tied to a single AMC, PMS house or AIF manager. Mandates are built from across the market and reviewed against your objective, not a house product list.
Regulatory grounding
Every recommendation is mapped to the SEBI framework it sits under — mutual fund, PMS, AIF or the newer SIF category — before it is mapped to your goal.
One coordinating desk
Wealth sits alongside Keystones Global’s lending and property advisory work, so financing, real estate and portfolio decisions are never made in isolation.
Six instruments. Seven decisions —
including how they fit together.
Ordered from capital preservation to tactical, defined-outcome exposure — the same left-to-right logic as the arch above.
Debt Mutual Funds
Accrual-led allocations across duration, credit quality and money-market strategies, used for capital preservation, liquidity and steady carry within a mandate.
Equity Mutual Funds
Actively and passively managed strategies across market capitalisations and sectors, built for compounding over multi-year horizons rather than short-term calls.
Portfolio Management Services
Discretionary and non-discretionary portfolios run to an individual mandate rather than a pooled scheme, typically for investments of ₹50 lakh and above as prescribed by SEBI.
Alternative Investment Funds
Category I, II and III AIFs spanning private credit, growth capital, real assets and long-short strategies, for commitments of ₹1 crore and above under SEBI's AIF regulations.
Specialised Investment Funds
SEBI's newer regulated category, positioned between mutual funds and PMS/AIF — bringing strategies such as long-short equity into a mutual-fund-style structure, from ₹10 lakh.
Structured Investment Products
Market-linked debentures and structured notes engineered around an index or security payoff, with a defined risk-return profile matched to a specific market view.
How a mandate gets built
Discovery & risk mapping
Cash flows, existing holdings, liabilities and time horizon are mapped before any product is discussed.
Mandate design
Allocation across debt, equity, PMS, AIF, SIF and structured instruments is set against the risk map, not a model portfolio.
Execution & structuring
Instruments and managers are selected, KYC and paperwork coordinated, and structures documented in plain terms.
Monitoring & rebalancing
The mandate is reviewed on a set cadence and rebalanced as markets, goals or regulation shift.
What the mandate is built on
Open-architecture access
Recommendations are drawn from across mutual fund houses, PMS providers and AIF managers, not a single manufacturer's shelf.
Regulatory-first documentation
Every mandate is mapped to its governing SEBI framework — MF, PMS, AIF or SIF — with terms set out before commitment.
One desk across wealth, lending & property
Portfolio decisions are coordinated with any active lending or real estate advisory, rather than made in isolation.
Plain-language reporting
Reviews explain what changed and why in the terms you use for your own finances, not fund-house jargon.