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Portfolio & Wealth Advisory
Bespoke advisory for high-net-worth individuals, angel investors, business families and entrepreneurs looking to review and structure their investment approach.
Bespoke advisory for high-net-worth individuals, angel investors, business families and entrepreneurs looking to review and structure their investment approach.
Wealth built through a business or a string of successful investments rarely comes with a plan for what happens next — concentration risk in one asset, no succession structure, an angel portfolio tracked in a spreadsheet nobody's updated in a year. We work with HNIs, angel investors and business families in a strictly advisory capacity to bring the same discipline to personal and family wealth that you'd expect from a well-run business.
Advisory support across portfolio review, startup investing, family office structuring and long-term strategy — always within an advisory-only mandate.
| Service | Target Client |
|---|---|
| Portfolio Review | Entrepreneurs & HNIs |
| Startup Portfolio Advisory | Angel investors |
| Family Office Advisory | Business families |
| Investment Strategy Advisory | Long-term wealth planning |
Regulatory note: Advisory only. Matriye Capital does not offer regulated portfolio management services unless the required SEBI registration is held. These are advisory services offered in an advisory capacity only. Where any activity involves discretionary management of client funds/securities, applicable SEBI (Portfolio Managers / Investment Advisers) Regulations would apply, and Matriye Capital operates strictly within an advisory framework unless the relevant registrations are held and disclosed.
A repeatable process, not a one-time recommendation — wealth advisory that gets revisited as your holdings and family situation change.
A comprehensive review of existing holdings, allocations and concentration risk — the blind spots that don't show up until a single asset underperforms.
Structured guidance for angel investors juggling a growing portfolio of startup bets, from follow-on decisions to exit timing.
Family office and holding-structure recommendations built around tax efficiency and a succession plan that actually gets followed.
Long-term, goal-aligned wealth planning and diversification strategy reviewed against real financial goals, not a generic risk questionnaire.
Pricing, process, FAQs and how to get started — a dedicated guide for every service below.
Book a confidential consultation with our family office advisory team — no obligation, no product pitch, just an honest read on your portfolio.