- mfmail@glosomewealthx.com
- +91 9167049286
- AMFI Registered Mutual Fund Distributor and SIF Distributor
Our Wealth Strategies
Retirement Bucket Planning - Defines "how much is enough" and structures systematic withdrawals for retirement.
Power of 11 Crore Strategy - Uses the discipline of withdrawals to create generational wealth from a single crore.
FIRE for Kids - Builds financial freedom for children using equity compounding instead of gifting property.
Tax-Free Marriage Gift Strategy - Uses Section 56 to make tax- exempt financial gifts on key life occasions.
Either-or-Survivor Structuring - Ensures smooth intergenerational transition by inclusive folio design.
HUF Strategy - Structures wealth accumulation within the Hindu Undivided Family to optimize for taxes and continuity.
Partnership Income Distribution - Creates legal partnerships to split family income smartly and reduce taxes.
Will Execution & Estate Facilitation - Offers active facilitation and stewardship of wealth beyond death.
Trust for Wealth Protection - Uses legal trusts to shield assets and enforce value-based distribution.
Family Office Services - End-to- end management for ultra-HNIs across wealth, lifestyle, succession, and business.
Convert Market Highs into Life Highs - Harvest profits during bull runs to fund real-life aspirations.
Absorb Volatility. Protect Purpose. - Uses hybrid funds as buffers to manage redemptions and emotional decisions.
Slow, Steady, Unstoppable - SIPs that quietly and powerfully reshape financial landscapes over time.
Goal-Centric Rebalancing - Reallocates equity gains to safer assets as life goals approach.
Tax-Free Rebalancing - Intentionally harvests losses to offset gains, build tax-efficient corpus or enable Trust planning.
Book Profits & Match Losses - During panic exits, balance redemptions with offsetting losses to preserve tax efficiency.
Rise in Style, Sustainably - Allows lifestyle upgrades only after portfolio thresholds are achieved.-
Two Layers. One Purpose. Zero Panic. - Advisor-led rebalancing over and above fund manager actions using loss reservoirs.
Present Value Life Planning - Uses PV math to align today's investments with tomorrow's life goals.
Direction for Every Decision - Anchors all major decisions in long-term cash flow visibility.
Buy Back Time - Helps clients fund sabbaticals, early retirement, or low-pressure careers with time-centric planning.
Plan for Joy, Prepare for Shocks - Overbuild portfolios with buffers to ensure resilience during downturns.
Pre-fund Dreams at Today's Cost - Use current value of money to secure future aspirational experiences.
Turn SIPs into Emotional Goal Engines - Emotionally tag SIPs to future goals for deeper behavioral commitment.
Protect Your Peace, Not Just Portfolio - Ring-fence essentials like healthcare and housing with stable income sources.
Grace-Based Giving Strategy - Enables early, intentional gifting from parents to children when it matters most.
Calibrated Giving SWP Strategy - Creates a systematic giving engine via SWPs for charities, staff, or family, driven by purpose not impulse.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-294478 | Date of initial registration – 10 May 2024 | Current validity of ARN – 09 May 2027
AMFI Registered SIF Distributor – ARN-294478
Grievance Officer- Swapnil Kadam | swapnil@glosomewealthx.com