🍃 Private Wealth Advisory for HNIs, NRIs & Families
Rooted in trust.
Built for growth.
Thoughtful wealth advisory for affluent families, entrepreneurs, and global Indians. We help simplify complex financial decisions through disciplined planning, asset allocation, and long-term partnership.
Advice shaped by understanding, aligned to your priorities.
Client-first advisory
Asset allocation led
Long-term relationships
Discreet & personalised
Start a Private Wealth Conversation
Speak with a senior advisor confidentially
🛡️ Secure • Private • By appointment
Certified Expertise
CWM®, CFA®, CFP® & CA® practitioners
Regulatory Alignment
SEBI-recognised certifications
AMFI • APMI • IRDAI
Global Family Advisory
Serving 200+ families across geographies
Our Approach
A refined advisory framework designed to bring clarity,
discipline and long-term perspective to important financial decisions.
discipline and long-term perspective to important financial decisions.
01
Discover
We begin by understanding your ambitions, responsibilities, assets, liabilities and comfort with risk.
02
Design
We shape a bespoke strategy across investments, protection, liquidity, taxation and legacy considerations.
03
Curate
Once the strategy is clear, we evaluate suitable solutions aligned with your priorities and long-term objectives.
04
Steward
We review, rebalance and refine over time so your plan evolves with life, markets and family priorities.
Our Products
Curated investment solutions across public markets, fixed income and specialized opportunities.
Public Markets
Liquid market-linked solutions for disciplined long-term wealth allocation.
Mutual Funds 🇮🇳 🌐
Min. ₹500
- Lumpsum or periodic SIP inflows
- Diversified across assets & geographies
- Rebalanced across sectors, caps & factors
PMS 🇮🇳
Min. ₹50 lakh
- Focused, high-conviction positions
- Stocks held directly in your Demat
- Semi-customised portfolio mandates
Listed Shares 🇮🇳 🌐
Min. ₹5,000
- Direct Demat ownership of shares
- Research-driven stock & ETF picks
- Fully customised, flexible portfolio
NPS 🇮🇳
Min. ₹500
- Blended equity & debt allocation
- Tax rebates on contributions
- Long-term lock-in till retirement
Fixed Income
Income-oriented solutions designed to preserve capital and improve portfolio stability.
Fixed Deposits 🇮🇳
Min. ₹10,000
- Bank and corporate deposits
- Pre-defined tenures & interest rates
- Penalty on premature withdrawal
Bonds / NCD 🇮🇳
Min. ₹10,000
- Government & private issuers
- Yields vary with credit rating
- Hold to maturity or exit via market
Govt. / RBI Savings Schemes 🇮🇳
Min. ₹1,000
- Sovereign-backed, highest safety
- Multi-year lock-ins apply
- Fixed or floating interest rates
Sec. 54EC Bonds 🇮🇳
Min. ₹10,000
- Save capital gains on property sale
- Five-year lock-in period
- Capped at ₹50 lakh per PAN per FY
Specialized
Selective opportunities for sophisticated allocation, thematic exposure and alternative return drivers.
MLD 🇮🇳
Min. ₹10 lakh
- Structured private placements
- Capped downside, upside participation
- Equity or gold benchmark options
SIF 🇮🇳
Min. ₹10 lakh
- Blends long & short positions
- Specialised derivative strategies
- Equity-only and hybrid options
Gift City 🇮🇳 🌐
Min. US$ 1,000
- USD-denominated investing
- No tax at the individual level
- Inbound & outbound cross-border access
AIF 🇮🇳 🌐
Min. ₹1 crore
- Cat I: start-ups, SMEs & infrastructure
- Cat II: private equity, debt, real estate
- Cat III: hedge fund & derivative strategies
Unlisted Shares 🇮🇳 🌐
Min. ₹50,000
- Pre-IPO, off-market transactions
- High-risk, high-reward positions
- Limited liquidity until listing
Fractional Real Estate 🇮🇳
Min. ₹10 lakh
- Fractional ownership of specific units
- Residential & commercial projects
- Entry at launch or early construction
REITs 🇮🇳
Min. ₹1,000
- Listed real estate trusts
- Rental yield plus price appreciation
- Exchange-traded, liquid units
InvITs 🇮🇳
Min. ₹1,000
- Large infrastructure & road projects
- Cashflows from tolls & transmission
- Exchange-traded, liquid units
🛡️ Investments are subject to market risks. Product suitability depends on individual risk profile, goals and other factors. Advisory fees and other charges may apply.
Tailored Solutions. Built Around You.
Every financial life is unique. We design advisory solutions
that align with your goals, responsibilities, and long-term vision.
that align with your goals, responsibilities, and long-term vision.
Salaried Professionals
Plan today for a secure tomorrow. Build wealth step-by-step with clarity and discipline.
- Goal-based planning
- Investments & wealth building
- Tax-efficient strategies
- Protection & risk cover
- Retirement planning
Entrepreneurs
You build the business. We help you structure and grow your personal wealth.
- Surplus deployment
- Wealth accumulation
- Risk management
- Business succession planning
- Liquidity planning
Senior Citizens
Enjoy peace of mind with solutions that safeguard your lifestyle and legacy.
- Regular income solutions
- Capital preservation
- Healthcare planning
- Estate & legacy planning
- Tax-efficient income
NRIs
Stay connected to your wealth in India with seamless and compliant solutions.
- NRI investment solutions
- Repatriation support
- Tax & regulatory coordination
- Family wealth planning
- Estate planning in India
Corporates
Strategic financial solutions that support growth, efficiency and employee well-being.
- Corporate investments
- Treasury solutions
- Employee benefit programs
- Financial wellness
- Risk management
Not sure where you fit?
Speak with our team and we’ll help you find the right solution.
Speak with our team and we’ll help you find the right solution.
🍃 Voices That Matter
What Our Clients Value
Long-term relationships built on trust, clarity and thoughtful guidance.
Here’s what our clients appreciate about partnering with Banyan View.
Here’s what our clients appreciate about partnering with Banyan View.
Banyan View helped us bring structure to our finances. Their approach is thoughtful, patient, and aligned with our long-term priorities.
Rohan Mehta
HNI Client · Mumbai
We value the transparency and clarity in their advice. They look at the bigger picture, not just the next investment.
Ananya Rao
Entrepreneur · Bengaluru
Having a trusted advisor who understands our situation abroad and in India makes a real difference.
Neha Kapoor
NRI Client · Singapore
Their treasury and fixed income guidance brought real discipline to how we deploy surplus. Clear rationale, never a product push.
Vikram Khanna
Corporate Client · Delhi
Managing India investments from abroad felt complicated until we began working together. Everything is coordinated, compliant and calm.
Sunita Menon
NRI Client · Dubai
Our retirement plan feels safe and carefully thought through. Every recommendation is explained patiently, in plain language.
Rajesh & Meera Shah
Retired Clients · Ahmedabad
Trusted by families, professionals, entrepreneurs and institutions
seeking structured, long-term financial guidance.
seeking structured, long-term financial guidance.
🍃 Meet Our Team
Experienced. Principled. Focused on You.
Our team brings together decades of experience across investments, financial planning, taxation, insurance and estate planning. We work with HNIs, NRIs, families, entrepreneurs and corporates with a shared belief in clarity, integrity and long-term relationships.
Zoheb Khan
Founder & CEO
AAFM CWM® | SEBI certified MFD advisor
15+ Years
in Wealth Advisory & Financial Planning
S. Harish
Partner
CFA® Charterholder | MBA (Finance)
SEBI Certified
15+ Years
in Investment Research & Portfolio Management