For HNIs & UHNIs
Private wealth, delivered with the discipline of an institution
Multi-asset portfolios, alternatives and legacy structuring for high and ultra-high net-worth families.
For HNI and UHNI families, complexity multiplies with scale. We build strategic asset allocation across mutual funds, PMS, AIFs, SIFs, fixed income and insurance — with a clear view on concentration, liquidity, taxation and succession.
Speak with RonojitStrategic asset allocation
A written policy across public and private markets, calibrated to your objectives and liquidity needs.
Alternatives with intent
PMS, AIFs and SIFs used deliberately — never for novelty — with independent due diligence.
Concentration & liquidity
Reviews of business, real-estate and single-stock exposure with sensible diversification pathways.
Legacy & governance
Nomination hygiene, will structuring guidance and family conversations across generations.
Considering Private wealth, delivered?
Start with a conversation.
A discovery call to understand your goals, cash flow and priorities — with a clear next step by the end of it.
Regulatory Disclosure
Ronojit Gupta operates through CONFI as an AMFI Registered Mutual Fund Distributor (ARN-43867, EUIN-E025657). This communication is intended for investor awareness and information only. It does not constitute investment advice, an offer, a solicitation or a recommendation to buy or sell any security or scheme. CONFI is not a SEBI Registered Investment Adviser.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.