Every investor has unique financial goals, investment capacities and long-term aspirations. Kalpavruksha Wealth offers carefully structured investment plans designed to suit different financial objectives while providing professional management and dedicated support. Our advisors help you understand each plan clearly so you can make informed financial decisions with confidence.
Most PopularIncome Plan
Monthly Income Wealth Plan
Engineered for steady, reliable monthly cash disbursements while keeping your primary capital securely managed.
Suitable ForRetirees, professionals, and investors seeking consistent monthly payouts.Min. Capital₹25 LakhsHorizon24 to 36 MonthsMonthly Benefit
Automated direct monthly bank account credits
Defined distribution calendar with complete transparency
Quarterly performance reports and dedicated relationship manager
Flexible renewal options at maturity
Growth Plan
Capital Growth Plan
Designed to maximize long-term wealth accumulation through strategic reinvestment and asset compounding.
Suitable ForExecutives, business owners, and young families aiming for capital expansion.Min. Capital₹50 LakhsHorizon3 to 5 YearsMonthly Benefit
Full focus on compounding capital
Bi-annual strategic portfolio rebalancing
Tailored risk-managed growth models
Real-time valuation tracking via Investor Portal
Most PopularBalanced Plan
Balanced Wealth Plan
Strikes an optimal equilibrium between regular monthly liquidity and multi-year capital protection.
Suitable ForInvestors seeking a blend of monthly income and long-term capital preservation.Min. Capital₹35 LakhsHorizon36 MonthsMonthly Benefit
Partial monthly distribution plus capital growth
Inflation-hedged wealth preservation strategy
Comprehensive annual tax statement pack
Dedicated Senior Wealth Partner support
Bespoke Plan
Bespoke Corporate & HNI Mandate
Fully custom wealth management blueprints built around your family office or corporate treasury mandate.
Suitable ForUltra-HNIs, Family Offices, and Corporate Treasury desks.Min. Capital₹1 Crore+HorizonCustomMonthly Benefit
Dedicated Chief Investment Officer oversight
Bespoke payout schedules and tax optimization
Direct board-level reporting and family trust coordination
Priority access to institutional co-investment opportunities
Simple 4-Step Process
How Client Onboarding Works
A straightforward, transparent process designed for complete clarity from day one.
01
Book a Consultation
Meet our experienced wealth advisors to discuss your financial goals, expectations and investment preferences. This initial consultation helps us understand your requirements and recommend suitable investment options.
02
Choose Your Investment Plan
Select the investment plan that best aligns with your financial objectives and long-term goals. Our advisors will explain the available options so you can make a well-informed decision.
03
Complete Documentation
Complete a simple, transparent and guided onboarding process with the required documentation. Our team will assist you throughout the process to ensure a smooth and hassle-free experience.
04
Professional Wealth Management
Your investment is professionally managed by our experienced team using a disciplined and client-focused approach. We continuously monitor the investment process while maintaining transparency and accountability.
05
Stay Connected
Securely access your investment information, documents and important updates through the Client Portal. Our relationship team remains available to answer your questions and provide ongoing support whenever required.
Digital Investor Portal
24/7 Complete Visibility Over Your Wealth & Monthly Disbursements
Stay connected with your investment anytime through the secure Kalpavruksha Client Portal. Access your investment information, transaction history, important documents and account updates with a seamless and user-friendly digital experience.
Directly credited to designated bank account on scheduled date.
Private Wealth Consultation
Schedule a Private Wealth Consultation Today
Speak directly with a senior wealth manager to discuss your goals, explore tailored investment plans, and understand how Kalpavruksha Wealth can protect and grow your capital.
Income Plan
