Mavya Metric
SERVICES
1
Investment Services
- Mutual Funds
- PMS & AIF structures
- Direct Equity portfolios
- Fixed Income & Bonds
- Private Equity & Unlisted Opportunities
- Multi-asset global strategies
Each portfolio is constructed based on:
- Risk tolerance
- Liquidity requirements
- Tax efficiency
- Generational objectives
Structured reviews. Transparent reporting. Process accountability.
2
Global Investing – GIFT City
- Access global markets efficiently.
- Diversify across currencies and geographies.
- Structure USD investments with regulatory clarity.
- For global families, capital should not be geographically constrained.
Structured Lending & Liquidity Planning
Liquidity should be strategic, not reactive.
We assist in structuring:
- Property financing
- Business expansion loans
- Portfolio-backed credit lines
Capital efficiency is part of wealth engineering.
3
Risk Management
Growth without protection is fragile.
We design:
- Insurance architecture
- Retirement income structures
- Contingency planning frameworks
Risk is not avoided.
It is measured and managed.
4
My WealthScore
A 360-degree evaluation of your financial structure.
We assess:
- Asset allocation quality
- Diversification balance
- Liquidity strength
- Tax efficiency
- Risk concentration
Clarity precedes growth.