AMFI Registered Mutual Fund Distributor & SIF Distributor

Our Distribution Approach

AMFI Registered Mutual Fund Distributor & SIF Distributor | ARN-294478 | We are not SEBI Registered Investment Advisers

Life-Centric Mutual Fund Structuring Approaches

Approaches designed around life events and intergenerational wealth structuring through mutual funds.

These are mutual fund investment frameworks designed to support goal-based investing. They do not constitute financial planning or investment advisory services. We act solely as AMFI-registered Mutual Fund Distributors.

Retirement Bucket Planning

Legacy Folio Approach

Long-Term Wealth Accumulation Approach

Subject to market risk and individual investment outcomes

Early Financial Independence Framework

A Mutual Fund Investment Approach

Children's Financial Independence Framework

Gift Planning Through Mutual Funds

Tax implications subject to individual circumstances

WealthLink Folios

Either-or-Survivor Structuring

Intergenerational Folio Structuring

HUF Approach

Anchor Entity Approach

Partnership Income Distribution

Legacy Steward Protocol

Will Facilitation & Estate Support (legal execution requires independent counsel)

Trust-Based Folio Structuring

Trust setup requires independent legal guidance

LifeBoard

Consolidated Mutual Fund Portfolio Review

Behavioral & Tactical Approaches

Approaches that address investor psychology, market cycles, and tax optimization.

Bull Market Partial Profit Booking Approach

Market-linked returns are not guaranteed

Tax-Loss Awareness Approach

Consult a tax professional for individual tax implications

SIP Glacier Model

Systematic Withdrawal Reservoir Approach

Market-linked returns are not guaranteed

Redemption Buffer Approach

50:50 Balanced Reallocation Approach

For Managing Portfolio Volatility

Lifestyle Ladder Approach

Dual Defence Rebalance Approach

Present Value & Intent Based Approaches

Approaches that anchor investments to life purpose, time freedom, and emotional well-being.

Investment Value Awareness Framework

Systematic Withdrawal and Investment Mapping

Time Horizon-Based Investing

Margin of Safety Framework

Goal-Linked Folio Approach

Goal-to-Fund Mapping

Lifestyle Continuity Approach

Structuring Mutual Fund Investments Toward Life Goals

Anugrah Model

Saanidhya Flow

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. The approaches listed above are mutual fund distribution frameworks and do not constitute financial planning or investment advisory services. Glosome WealthX Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor & SIF Distributor (ARN-294478) and is not a SEBI Registered Investment Adviser. Tax implications vary by individual — consult a qualified tax professional. Legal/trust/estate matters require independent legal counsel.

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Discover the right approach for your goals

Our team will help you understand which approaches align with your mutual fund investment objectives.