What We Offer

Advisory Services Built Around You

Fee-only, conflict-free advisory structured around your financial goals β€” not commissions. Services for individuals, HUFs, HNIs, corporates, and family offices.

For HNI, Family Office & Accredited Investors
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HNI Β· Family Office Β· Trust

Portfolio Architecture

Bespoke multi-asset portfolio construction for HNIs, trusts, and family groups. Core-satellite design, risk budgeting, succession alignment, and institutional-grade governance. Typically for portfolios above β‚Ή1 crore.

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SEBI Accredited Investors

Accredited Investor Advisory

Specialised advisory for SEBI-recognised Accredited Investors β€” customised strategies, flexible fee structures, and enhanced engagement beyond standard regulatory limits. Eligibility: net worth β‰₯ β‚Ή7.5 crore or income β‰₯ β‚Ή2 crore.

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Specialised

Succession & Estate Planning

Comprehensive estate and succession planning β€” preserving family legacy, minimising tax and legal implications across generations. Wills, trusts, and HUF structuring.

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All Clients
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Ongoing

Comprehensive Advisory

Portfolio monitoring, regular rebalancing, and personalised support β€” with a multi-asset, ETF-first approach designed to diversify without requiring you to pick individual stocks.

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One-Time

Financial Planning

A comprehensive financial roadmap tailored to your goals β€” retirement, education, wealth creation, and tax efficiency.

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Diagnostic

Portfolio Review

An independent review of your current investments β€” overlap analysis, cost review, risk assessment, and actionable recommendations. No obligation to engage further.

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Corporate

Corporate Treasury

Efficiently managing corporate treasury short-term surpluses and floats. We help optimise working capital by deploying surplus funds into interest-bearing instruments aligned with your liquidity needs.

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ETF Strategy

Aryzen Saver Portfolios

ETF-based investment strategies designed for diversification, cost efficiency, and liquidity. Transparent holdings with regular monitoring and low expense ratios.

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πŸ“‹ SEBI Disclosure: Aryzen Capital Advisors LLP is a fee-only advisory firm. We do not distribute financial products, receive commissions, or accept referral fees from any fund house, broker, or financial institution. Advisory fees are charged as per SEBI IA Regulations, 2013. Fee structure is disclosed in the Investment Advisory Agreement. Registration with SEBI as Investment Advisor does not guarantee performance of the intermediary or provide any assurance of returns to investors.

Accredited Investor Services

Aryzen Capital Advisors LLP offers specialised advisory services for SEBI-recognised Accredited Investors (AIs). This framework enables eligible investors to access customised investment strategies and enhanced advisory engagement, in line with SEBI regulations.

Who Is an Accredited Investor?

An individual or entity that meets SEBI's prescribed financial eligibility criteria and has obtained accreditation through a SEBI-authorised Accreditation Agency (BASL or CVL).

  • Net worth β‰₯ β‚Ή7.5 crore (with at least β‚Ή3.75 crore in financial assets)
  • Annual income β‰₯ β‚Ή2 crore
  • Net worth β‰₯ β‚Ή5 crore (for body corporates)
⚠️ Accredited Investor services are governed by SEBI (Investment Advisers) Regulations, 2013 and related circulars. Eligibility criteria are set by SEBI and subject to change. Accreditation is granted by a SEBI-authorised Accreditation Agency. This is not an offer or solicitation. Please consult the relevant SEBI circulars and your legal advisor before seeking accreditation.
Benefits for Accredited Investors
  • Customised investment strategies beyond standard regulatory limits
  • Flexible and negotiated fee structures
  • Enhanced advisory engagement and reporting
  • Access to specialised portfolio architectures
  • Dedicated advisor relationship
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Not Sure Which Service Is Right for You?

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