Make your wealth your strategic asset

Wealth is not just as a measure of success, but a tool for freedom, influence, and legacy.

Portfolio Manage
Portfolio Manage
Portfolio Manage
Portfolio Manage

Rare. Curated.
High-growth opportunities

Unlisted stocks

These are early shares in companies before they go public

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Potential returns beyond traditional equity

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Access to private deals

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First-mover advantage

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touch

We connect you with curated, pre-IPO companies you can’t access elsewhere

Unlisted Stocks
Offshore Funds

Offshore funds

Global investments made easy. Access US, China and other booming markets.

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Global diversification

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Dollar-based growth potential

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Exposure to top-performing sectors globally

The

Avisa

touch

We simplify offshore investing through compliant channels and top fund partners

Alternative investment funds (AIF)

High-strategy funds meant for serious wealth creation

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Focused investments

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Risk-managed strategies

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Professional fund management

The

Avisa

touch

From 500+ AIFs, we curate what fits your goals—not just what’s trending

AIF
REITs & InvITs

REITs & InvITs

Invest in income-generating real estate like offices & earn rental income without owning property directly or invest in infrastructure projects like highways or power grids & earn from the revenue they generate.

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Passive income from property & infra

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Liquidity + transparency

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Entry into premium real estate markets

The

Avisa

touch

We handpick REITs & InvITs that deliver consistent, tax-efficient income

NPS, bonds & corporate FDs

Safe, predictable wealth builders that protect and
grow over time

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Tax benefits

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Fixed-income stability

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Smart retirement planning

The

Avisa

touch

We align these products with your legacy, tax, and lifestyle goals

NPS, Bonds & Corporate FDs

Other opportunities

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Equity mutual funds

Professionally managed access to India’s top-performing listed companies

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Portfolio management services (PMS)

Expert-led, tailored portfolios designed for high-growth and high-net-worth individuals

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Direct equity investment

Build your own stock portfolio with strategic insights and research-backed guidance

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Debt mutual funds

Lower-risk investments offering steady income through bonds and debt instruments

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Special investment funds

Niche, theme-based funds crafted for strategic diversification & tax efficiency

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US stock investment

Invest in Apple, Amazon & other global giants with seamless cross-border access

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Venture capital

Early access to high-growth startups before they become household names

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Investment in commodities

Diversify into gold, silver, and other hard assets to hedge against market volatility

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General insurance for protection

Safeguard what you’ve built—health, life, business, and everything in between

Who is Avisa Wealth meant for?

01

High-earning professionals

Let your wealth grow while you focus on your career

Begin your journey
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02

Business owners & entrepreneurs

You grow businesses. We grow your personal wealth

Begin your journey
03

Family office & inheritors

Expert help to protect, grow, and pass on your legacy

Begin your journey
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04

ESOP liquidity & recent exits

From one-time windfall to long-term wealth strategy

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Reach out to us

Feel free to reach out—we’re here to assist with any inquiries or provide more information

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