HNI InvestmentServices.
A single accountable point of contact for larger-ticket mutual fund investing, Specialised Investment Funds (SIF), insurance distribution and coordination with your CA and lawyer.
Important — PMS / AIF disclosure
For Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), Money Compound may refer clients to SEBI-registered Portfolio Managers / AIF managers. Money Compound does not distribute, select, or advise on PMS or AIF products, and is not registered with APMI.
What HNI Clients Get
Larger-ticket Mutual Funds
AMFI-registered mutual fund schemes shortlisted for HNI portfolios — covering equity, hybrid and debt categories.
Specialised Investment Funds (SIF)
Newer SEBI-regulated SIF strategies, distributed under our SIF distribution registration where suitable.
Estate Coordination
Wills, family arrangements and succession discussions in coordination with qualified lawyers — we do not provide legal advice.
Tax Coordination
Mutual fund capital-gain harvesting, ELSS structuring and coordination with your CA / tax professional.
Dedicated Relationship Manager
One named Relationship Manager who knows your goals, family context and existing investments — not a call centre.
Confidentiality
Signed NDAs, secure reporting and discreet handling of every interaction.
A Disciplined Approach.
AMFI-registered Mutual Fund Distribution
Need-aligned scheme suggestions across AMFI-registered mutual funds, with full commission disclosure and zero hidden fees from you.
Tax & Succession Coordination
We coordinate with your CA and lawyer on capital-gain timing, ELSS structuring, wills and HUF arrangements. Money Compound does not provide legal or tax advice itself.
"Long-term outcomes come from clear goals, written decisions and disciplined reviews."
Client Profile
Families with ₹1 Cr+ investable financial assets
Professionals looking for larger-ticket mutual fund and SIF investments
Business owners coordinating tax, succession and investments under one roof
High-Net-Worth individuals wanting a single point of contact for mutual funds and insurance
Investors who prefer need-based mutual fund portfolios over product-pushing
Frequently Asked Questions
A Confidential Review.
Speak with our team to review your existing mutual fund portfolio and discuss your goals. No fees, no obligation.
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