CAPITAL
VINAMRA
Wealth,
Managed with Care
We are a client-first wealth management firm built on the belief that wealth should be managed with care, discipline, and humility.
We recognize that markets are uncertain, but with the right asset allocation, risk management, and long-term discipline, financial goals can be achieved with confidence.
Our Founders
Harsh Maru
CA, CFA (L-II)
Prior Organizations:
Emkay Global, DAM Capital, Deloitte
Prior Experience:
7+ years
Institutional Equity Research & Valuation Advisory
Investing Experience:
10+ years
In Brief:
Combines analytical depth with a strong understanding of market dynamics to help clients make informed decisions
Rushabh Vikmani
CA, CFA (L-III)
Prior Organizations:
Houlihan Lokey, Deloitte, Dhruva Advisors
Prior Experience:
8+ years
Private Capital & Valuation Advisory
Investing Experience:
10+ years
In Brief:
Builds well-balanced portfolios with his measured and research-driven investment approach
Why Us?
Humility in Investing
No one can predict markets with certainty, so we focus on discipline and diversification rather than speculation
Strong Fiduciary Mindset
We act in the best interest of clients, keeping their interests ahead of our own and away from commission-biased advices
Structured Advice
Our approach is rooted in thoughtful planning and structured evaluation framework, polished by our past experience
Personalized Advice
We step in your shoes to understand goals, constraints and life context before designing a strategy that fits you
Do I Need Financial Planning?
There is no better way to explain the need for financial planning than the quote by Dr. Robert Kiyosaki in his book ' Rich Dad Poor Dad'
​​
“It’s not how much money you make, but how much money you keep,
how hard it works for you, and
how many generations you keep it for.”
​
Putting this to practical use may vary depending on the stage of lifecycle you are in.
Our Offerings
Mutual Fund Distribution
Investment Advisory
Financial Planning
Portfolio Review
Service Offerings | Mutual Fund Distribution | Ongoing Investment Advisory | Financial Planning (One-Time) | Mutual Fund Portfolio Review |
|---|---|---|---|---|
Investor Need | Help with allocation for Mutual Fund portfolio only | Completely outsource investment decisions | Help in understanding finances and creating a financial plan | Review of existing Mutual Fund portoflio |
Risk Profiling | Specific to Mutual Fund Allocation | Detailed + Overall | Detailed + Overall | Specific to Mutual Fund Allocation |
Detailed Financial Plan | No | Yes | Yes | No |
Goal-based Planning | Yes | Yes | Yes | No |
Asset Allocation | Only Mutual Funds | Overall | Overall | Only Mutual Funds |
Individual Stock Advisory | No | No | No | No |
Query Resolution | As Needed | As Needed | Upto 3 months | Upto 3 months |
Execution Responsibility | Yes | No | No | No |
Execution Support | Yes | Yes | Yes | Yes |
Insurance Need Evaluation* | No | Yes | Yes | No |
Liability Evaluation | No | Yes | Yes | No |
Deliverable | Asset Allocation Plan | Financial Plan + Asset Allocation | Financial Plan + Asset Allocation | Review Summary + Asset Allocation |
Deliverable Frequency | Annual | Annual | One-Time | One-Time |
Periodic Review & Rebalancing | Yes | Yes | No | No |
Nature of Fee | Commission-only | Fee-only | Fee-only | Fee-only |
Our fees
No fee from investors
Commission from MF houses: 0.6% - 0.9%
Coming Soon
Describing our Process
Value added services (accounting, tax, legal, etc) provided through partner vendors (at additional cost)
* We do not provide insurance execution and claim support services
Vinamra Capital Services LLP
Lets Work Co-spaces, 9th floor, Runwal R-Square, LBS Road, Mulund West, Mumbai 400080.
Vinamra Capital Services LLP (LLPIN: ACU-5644) is an AMFI-registered Mutual Fund Distributor (ARN - 353115). The information provided herein is for general guidance only and does not constitute financial advice or solicitation to buy/sell. We are not liable for any losses arising from investment decisions. Past performance of schemes is not indicative of future results. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.