Bespoke advisory for high-net-worth individuals, angel investors, business families and entrepreneurs looking to review and structure their investment approach.
| 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.
Comprehensive review of existing holdings, allocations and concentration risk.
Structured guidance for angel investors managing a multi-startup portfolio.
Family office and holding structure recommendations for tax and succession efficiency.
Long-term, goal-aligned wealth planning and diversification strategy.
Book a confidential consultation with our family office advisory team.