AMFI Registered · ARN-264321
What it is

Protect capital, fund the mission.

We build long-horizon corpus strategies that preserve capital while generating sustainable support for your organisation’s purpose.

Who it’s for

Endowments and corpus holders.

For trusts and institutions managing a long-term corpus they cannot afford to impair.

What you get

Built for the long term.

Capital preservation

A conservative core that protects the corpus.

Sustainable drawdown

A spending approach the corpus can support over time.

Diversified allocation

Risk spread across suitable, quality instruments.

Policy & review

A written framework with periodic governance review.

Our approach

How we work.

Long-horizon management, governed properly.

01

Mandate & policy

Agree objectives and draft the investment policy with your board or trustees.

02

Map

Map cash-flow needs and segment the corpus by horizon and purpose.

03

Deploy

Deploy within policy limits across approved, suitable instruments.

04

Report & review

Benchmarked, audit-ready reporting and periodic policy review.

FAQ

Questions, answered.

How much can we draw each year? +
We model a sustainable rate so the corpus endures; it depends on size, returns and inflation.
Is the corpus locked away? +
No — it is invested per policy, with liquidity planned for your needs.
Related services

Often paired with

Let’s talk about your situation.

A focused, no-obligation conversation about how this applies to your goals or your organisation.