2019
Founded
Wealth Services · Since 2019
Wealth Services for Affluent Families
Research-led. Process-oriented. Built around your family’s goals.
Mutual funds, PMS, AIFs, global portfolios, SIF, bonds & GIFT City.
Who we serve
Built for families navigating complex wealth.
As wealth grows, it spreads — across countries, generations, asset classes, advisers, platforms, and responsibilities. Complexity tends to arrive quietly.
CXOs & senior professionals
Forty to sixty, the accumulation decade behind them, now thinking about what their capital should do next.
Women stewarding family wealth
Often the first reader of the statements, often the quietest voice. We meet them directly, not through a spouse.
Business owners in transition
Founders who are growing or have sold. The challenge is deploying what has been built — with intent.
NRI families investing in India
Earning abroad, roots in India. Navigating GIFT City, LRS, DTAA, and the complexity of cross-border wealth.
Ways to invest
Access the full shelf, in one place.
Families often start with one need and find there are three. This is the range Accrue can access — curated on merit, never pushed.
01
Mutual Funds
The core of most portfolios — active and passive, across categories.
Explore → 02PMS
Concentrated, discretionary strategies for larger portfolios.
Explore → 03AIF
Alternatives beyond mutual funds — private credit, long-short, and more.
Explore → 04SIF
Specialised Investment Funds — long-short strategies within a regulated frame.
Explore → 05Global & US
Beyond India’s borders — GIFT City, international feeders, US stocks.
Explore →Which of these belong in a portfolio depends entirely on the family. The picture comes first. The product follows.
How we’re paid
Complete transparency on how we are paid.
Accrue is an AMFI-registered mutual fund distributor (ARN 162637 · APRN 02629). When a family invests through Accrue, Accrue earns a distribution commission from the product manufacturer — the AMC, PMS, or AIF — as permitted under the regulatory framework.
These commissions are paid by the manufacturer, not charged to you directly.
OUR COMMITMENT
Accrue’s distribution model is built on independence. This means:
- —Accrue does not accept gifts, trips, or non-financial incentives from any product manufacturer.
- —Accrue is not owned by, affiliated with, or funded by any AMC, PMS, or AIF.
- —Accrue does not accept marketing subsidies or co-branding arrangements from product houses.
- —Evaluation and comparison are based on Accrue’s own analytical framework — not on commercial relationships.
What we offer, in three nouns
Process-oriented. Full shelf. Transparency.
Process-oriented
Every curation decision follows a defined process — data first, analysis second, action third. No product is discussed before the full picture is mapped, measured, and documented.
Full shelf
Mutual funds, PMS, AIFs, SIFs, bonds, private credit, international feeders, GIFT City. The full range available to HNI families — evaluated on merit.
Transparency
No gifts, trips, or incentives from any manufacturer. No ownership ties to any AMC, PMS, or AIF. Evaluation is based on Accrue’s own analytical framework — not on commercial relationships.
Four pillars of stewardship
How the work gets done.
Understand
Where your capital is today, where it is meant to go, and what the family cares about. Written down, kept current, and read before every decision.
Watch
Markets, managers, and the macro — read widely to flag what is shifting underneath the news.
Curate
A short list of products that meet Accrue’s analytical framework.
Expand the horizon
Global managers, alternative structures, cross-border thinking — brought into the conversation without losing the India anchor.
The real returns formula — what your wealth actually earns after everything is deducted.
AMFI
Registered distributor · ARN 162637
Common questions
The questions families ask first.
Do I pay Accrue a fee?
No. Accrue is an AMFI-registered mutual fund distributor. We do not charge clients an advisory fee or an AUM fee. We earn distribution commissions from the product manufacturers.
Is there a minimum investable size?
Typically around ₹5 crore of investable capital. What matters more than the number is whether we can add real value given the complexity of the situation.
What does the first meeting look like?
One or two hours, in person or over video. No slides, no product pitch. We want to understand your current picture, your goals, and what has not worked for you so far.
Do you work with NRI families?
Yes — we have NRI families in many countries. We think about currency drift, cross-jurisdiction holdings, and repatriation mechanics as part of the normal work, not as a special service. See For NRIs for how we approach it.
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