- Our Services
Where Strategy Meets Wealth Creation
- Investor Education
Behind every curated portfolio lies a disciplined process
Investing should not be a black box. At Curators Wealth, we believe that an informed investor makes better decisions.
Our goal is to help investors think like long-term wealth creators.
Our approach
As an Investment universe, today we have thousands of active mutual funds, hundreds of ETFs and over 7,500 listed companies and selecting best out of them for our portfolio is a complex task. By leveraging our experience, market expertise, research and data-driven insights, we filter this universe to curate carefully designed investment solutions, we called them “Our Curations”.
- FAQs
Products & Offerings
We offer three curated investment solutions:
• Multi-Manager Multi-Asset PMS
• Global Investing (UCITS / International ETFs)
• Startup Investing (Category I AIF opportunities)
Each solution is designed to serve a different role within a diversified portfolio.
Our PMS is a curated multi-asset portfolio combining:
• Direct mutual funds
• ETFs & index funds
• Smart beta strategies
• Up to 20% direct equities
The goal is to build a structured, cost-efficient and diversified portfolio rather than relying on a single fund manager.
Global investing provides exposure to international equities, ETFs and UCITS funds across developed and emerging markets to diversify beyond India.
Startup investing provides access to early and growth-stage private companies through Category I AIF structures, allowing investors to participate in India’s innovation ecosystem.
Portfolio & Operations
• PMS: ₹50 Lakhs (SEBI mandated minimum)
• Global Investing: ₹25 Lakhs
• Startup Investing: ₹25 Lakhs
Yes. Investors can allocate across:
• PMS (core portfolio)
• Global (diversification)
• Startups (growth allocation)
• PMS: > 5 years
• Global: > 5 years
• Startups: 5–8 years
• PMS: High liquidity
• Global: Market-linked liquidity
• Startups: Illiquid till exit
Portfolios are reviewed periodically based on:
• Asset allocation
• Market conditions
• Strategy performance
• Risk management
Compliance
Curator’s Wealth offers curated PMS solutions through SEBI-registered Portfolio Management Services (PMS) providers. Investments are executed directly in the investor’s name under the PMS structure.
Yes. Each investment route follows applicable regulatory frameworks.
• PMS: Regulated by SEBI
• Startup Investing: Through SEBI Category I AIF structures
• Global Investing: Through regulated international brokers and platforms
PMS investments are held in the investor’s own demat account, ensuring full ownership and transparency.
Funds are remitted directly by investors to their international brokerage account (IBKR). Curator’s Wealth does not hold investor funds.
Startup investments are made through Category I AIF structures, where investors receive units of the fund representing their participation.
Right now anyone can Invest in Startups through AIFs but post September,2026 regulatory changes, startup AIF investments will be available to Accredited Investors (AI) only.
As per SEBI, an Accredited Investor is an individual who meets certain income or net worth criteria, such as:
• Annual Income - ₹2 Crore or more OR
• Net Worth - ₹7.5 Crore (at least ₹3.75 Crore in financial assets) OR
• Combination - Annual Income - ₹1 Crore + Net Worth ₹5 Crore (at least ₹2.5 Crore in financial assets)
Yes, investors receive:
• PMS portfolio statements
• Global portfolio access
• AIF capital account statements
• Performance updates
• Tax-friendly reports
Fee Structure
PMS typically follows a fixed fee and/or performance-linked fee structure, depending on the strategy.
This aligns portfolio management with long-term investor outcomes.
This depends on the specific PMS or AIF structure.
All applicable charges are disclosed before investment.
Yes, global investing may include:
• Brokerage charges
• Platform fee
• Currency conversion charges
• Fund expense ratios
These are transparent and platform-specific.
Startup investments via AIFs may include:
• Fund management fee
• Performance carry (if applicable)
These are clearly disclosed in the AIF offer document.
Performance
No. Investments are market-linked and returns are not guaranteed.
Our focus is on disciplined portfolio construction and long-term wealth creation.
Performance is tracked based on:
• Portfolio value
• Benchmark comparison
• Strategy performance
• Time-weighted returns
Investors receive periodic updates.
Yes.
Each solution has different risk-return characteristics:
PMS → Structured equity exposure
Global → Currency & global diversification
Startups → High growth, high volatility
Taxation
PMS investments are held in the investor’s own demat account.
Taxation applies as:
• Equity delivery: Capital gains (Short/Long term)
• Dividends: Taxed as per income slab
• Turnover based taxation may apply depending on activity
Investors receive detailed CA-friendly reports.
Global investments are treated as foreign assets:
• Capital gains taxed as per applicable income tax rules
• Holding period based taxation applies
• Foreign dividend taxed as per slab
• Foreign tax credit may be applicable
We recommend consulting your tax advisor for individual treatment.
Startup AIF taxation depends on structure:
• Pass-through taxation (for most Cat-1 AIFs)
• Capital gains taxed in investor’s hands
• Long holding period typical (5–8 years)
Detailed tax statements are provided.
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