Solutions & Partners | MGR WealthPro Private Wealth Architecture

Holistic Strategy

Wealth Management

Personalized goal-based planning
Scientific asset allocation
Integrated solutions across asset classes

Growth & SIPs

Mutual Funds

Equity, Debt & Hybrid advisory
Goal-linked SIP solutions
Systematic rebalancing

Specialised Funds

SIF

Thematic & sectoral focus
Professional portfolio management
Tactical asset allocation strategies

HNI Focus

PMS

Customized portfolios (₹50 Lakhs+)
Direct security ownership
Active research-driven management

Alternate Assets

AIF

Private Equity & Venture Capital
High-growth non-traditional assets
Long-term capital appreciation

Pre-IPO Equity

Unlisted Shares

Access to high-growth, late-stage startups
Wealth creation before public listing
Strategic entry into industry disruptors

Capital Preservation

Fixed Income

Bonds, NCDs & Govt Securities
Annuity & Income Plans
High-yield deposits and bond market access

Global Citizens

NRI Investing & GIFT City

PIS, NRE/NRO compliance and tax advisory
India-focused global portfolios
Repatriation & compliance

Financial Security

Life Insurance

Risk & income safeguarding
Tax-efficient legacy planning
Goal-shielding protection

Medical Safeguard

Health Insurance

Emergency medical risk protection
Customized life-stage coverage
High-value health protection

Business Continuity

Corporate Insurance

Assets & liability protection
Group health & life solutions
Tailored risk management

Asset Security

General Insurance

Comprehensive motor and travel coverage
Marine and transit risk management
Home and commercial property protection

Residential-Architecture

Home Loan

Plot, construction, and renovation funding
Balance transfer optimization
Expert interest rate navigation

Asset Mobility

Vehicle Loan

Luxury and pre-owned car funding
Commercial vehicle solutions
High LTV with flexible tenure

Enterprise Growth

Business Loan

Unsecured capital and term loans
Industrial project financing
Full documentation support

Equity Monetization

LAP Loan

Liquidity from property equity
Lower rates than business credit
Multi-purpose funding solutions

Infrastructural Finance

Project Loan

Greenfield and brownfield project funding
Structured debt for industrial expansion
Customized moratorium and repayment terms

Regional Market

Real Estate

CG Residential & Commercial
Verified developer access

Professional Solutions