TVG FUNDS • Personalized Wealth Management • ⭐ 4.8/5

Personalized
Wealth Management

Personalized Wealth Management at TVG Funds is for individuals and families who want a complete financial roadmap, not just an investment plan. We start by evaluating your current financial health, income sources, liabilities, and future goals. Based on this, we design a custom strategy across multiple asset classes such as equity, debt, startups, global securities, private equity, and more.

This plan is ideal for those who need clarity and control over their wealth. Many clients rely on us to structure retirement plans, manage children’s education funds, or even create wealth for intergenerational transfer. Our approach combines transparency, discipline, and performance-driven strategies.

Multi Asset Allocation

Your wealth distributed across diverse asset classes for optimal risk-adjusted returns

Equity

Growth through stock market investments

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Debt

Stable income through fixed-income securities

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Startups

High-growth potential through early-stage investments

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Global Securities

International diversification opportunities

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Private Equity

Exclusive access to private market opportunities

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Alternative Assets

Unique investment opportunities beyond traditional markets

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Key Highlights Features

What makes our personalized approach unique

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Personalized Roadmap

Get a tailored investment plan aligned with your unique life goals and financial milestones.

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02
Multi-Asset Allocation

Equity, debt, startups, global securities & more.

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Professional Expertise

Backed by 35+ years collective team experience.

FAQ FAQ

Everything about the Long-Term Growth Plan

This is a fully customized wealth management solution, not a fixed product.

Yes, we can evaluate your current investments and restructure them for better outcomes.

While the minimum is ₹30 Lakhs, most personalized plans involve larger portfolios.

Families, HNIs, NRIs, and professionals seeking end-to-end financial clarity and growth.