Thoughtful investment and protection solutions for families who value a steady hand, a clear plan and a long-term relationship.
Purpose before products. Every product discussion begins with your goals, risk profile and time horizon.
PMS, AIF and SIF are distinct structures. Selection should follow an assessment of eligibility, suitability, risk capacity, liquidity needs and investment horizon.
A focused, professionally managed portfolio for eligible investors comfortable with market volatility and strategy-specific risk.
Learn More ↗A privately pooled vehicle spanning Category I, II and III strategies across private markets, credit, and real assets.
Learn More ↗Greater strategy flexibility than conventional mutual funds, for investors who understand the added complexity.
Learn More ↗No shortcuts. No one-size-fits-all portfolios. Just structured conversations and informed decisions at every stage.
Understand your family, priorities and existing portfolio.
Review allocation, concentration, overlap and risk.
Build a clear, goal-linked investment roadmap.
Support execution, tracking and periodic conversations.
A structured portfolio conversation can help surface duplication, concentration, risk mismatches and opportunities to simplify.
Request a Portfolio Review ↗Register, complete KYC, and start a SIP or lump-sum purchase - fully paperless, directly from the AGM Wealth app.
A distributor (what AGM Wealth is) helps you access and execute mutual fund, PMS, AIF, and other regulated products, earning commission disclosed transparently. A SEBI-registered Investment Adviser charges a fee for personalised advice and cannot earn product commission. We're upfront about being a distributor, not an adviser.
Most mutual fund SIPs can start from as low as ₹500/month, though this varies by scheme. PMS, AIF, and SIF carry much higher minimums set by SEBI regulation - we can walk you through which applies where.
We earn trail commission from AMCs on Regular Plan investments - fully disclosed on our Commission Disclosures page. We don't charge you a separate fee on top, and we don't earn anything on Direct Plans.
Yes, both directions are possible, though switching between Direct and Regular Plans may involve tax implications (treated as a redemption and fresh purchase) and possibly exit loads. We're happy to walk through the specifics for your situation.
Yes - while our office and in-person meetings are based in Jaipur, we service clients across India digitally through our app and video calls.
Placeholder layout - swap in real, consented client feedback. Names anonymized by default; confirm current AMFI guidance before publishing named testimonials.
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