A comprehensive destination for sophisticated financial distribution and bespoke wealth solutions.
Connect With UsFiscoria Global is a premier financial distribution and wealth services firm boasting over 25 years of institutional expertise in accounts and finance. Our core mandate is to execute transparent, compliant, and highly structured financial solutions.
From capital market investments and structured debt to risk mitigation and tax compliance, we align our capabilities strictly with your long-term ambitions.
Representing the firm, Sandeep brings over 25 years of domain expertise in Accounts & Finance, ensuring institutional-grade governance for every client.
We deploy tailored execution strategies across vital financial verticals to protect, grow, and transition wealth.
Strategic asset distribution via SIP and Lumpsum frameworks focused on long-term capital appreciation.
Access to expert Equity/Debt management and Category II & III funds curated for sophisticated investors, family offices, and corporate balance sheets.
Execution in Bank/NBFC deposits, Bonds, and NCDs for duration-matched, stable yield requirements.
Robust risk transfer solutions encompassing Life, Health, Asset, and Corporate liability coverage.
Facilitating structured credit including LAP, LAS, Corporate Overdrafts, and specialized business financing.
Rigorous, goal-based evaluations aligning capital deployment with mandated risk tolerances and periodic performance attribution.
End-to-end management of critical regulatory obligations including Income Tax frameworks, GST compliance, and ROC filings.
A detailed breakdown of available asset classes, structures, and suitability profiles.
| Investment Type | Characteristics & Structure | Minimum Investment | Risk Profile | Liquidity | Key Benefits & Suitability |
|---|---|---|---|---|---|
| Mutual Funds (MF) |
Pools capital from retail and institutional investors into professionally managed portfolios. | ₹500 via SIP or ₹100 for lumpsum. | Low to Very High. | High. | Accessible for all investor types under SEBI regulation. They are highly diversified and suitable for first-time to long-term investors. |
| Specialized Investment Funds (SIFs) |
A SEBI-regulated framework bridging Mutual Funds and PMS/AIFs, allowing for advanced strategies like long-short and derivatives. | ₹10 Lakh. | Low to Very High. | Limited liquidity. | Provides sophisticated strategies with Mutual Fund-like taxation, eliminating the high minimum requirements of PMS. Best suited for affluent and HNI clients. |
| Portfolio Management Services (PMS) |
Tailor-made, actively managed portfolios where stocks and securities are held directly in the client's own demat account. | ₹50 Lakh. | Moderate to Very High. | Moderate to High. | Highly customizable strategies with transparent, direct stock ownership. Ideal for HNIs seeking personalized wealth management. |
| Alternative Investment Funds (AIF) |
Privately pooled investment vehicles covering private equity, venture capital, real estate, credit, and hedge funds. | ₹1 Crore. | Very High. | Low. | Unlocks access to unlisted assets and non-traditional strategies. Highly suitable for Ultra-HNIs and institutions equipped with long-term capital. |
| Fixed Deposits (FD) |
Fixed-term deposits offered by banks and NBFCs with a predetermined interest rate. | ₹1,000. | Very Low. | Moderate. | Offers capital preservation and highly predictable fixed returns. Ideal for conservative clients. |
| Invoice Discounting | A short-term alternative investment where investors fund unpaid corporate invoices for a discount. | ₹10,000 to ₹1 Lakh. | Moderate. | High. | Uncorrelated to stock market volatility. Provides a higher yield than traditional FDs and offers quick capital turnaround times. |
| Bonds | Fixed-income debt instruments issued by the Government or corporations to raise capital. | ₹1,000 to ₹10,000. | Low to Moderate. | Moderate to High. | Delivers regular and predictable income via coupon payments alongside capital preservation. Government bonds offer supreme safety. |
| Non-Convertible Debentures (NCD) |
Secured, Listed/Unlisted medium to long-term corporate debt instruments that cannot be converted into equity. | ₹10 Lakh. | Moderate to High. | Low. | Generally offers higher interest rates compared to traditional FDs. Suitable for yield-seeking clients. |
| GIFT City Funds | Funds operating out of Gujarat International Finance Tec-City (IFSC), India's offshore financial center. | Varies (often starting from USD 5,000 to USD 150,000 for AIF equivalents). | Moderate to Very High. | Varies based on the fund structure. | Funds are often foreign currency-denominated, protecting against INR depreciation. Provides substantial tax benefits and connects domestic clients with global assets. |
Fiscoria Global is proud to operate in strategic alignment with top-tier regulatory and distribution platforms.
Connect with our team to structure a financial roadmap aligned with your exact requirements.