Boutique investment advisory · India
Skin in the game.Since day one.
Hemal Patel
Founder & Principal Adviser
Hemal Patel invests his own capital first — then builds portfolios for the families who trust him. Fifteen years, one principle: no recommendation he hasn’t already backed himself.
Assets under advice
Avg. annualised returns
Years in the market
Families advised
Figures are historical and indicative as at 31 December 2025. Past performance does not guarantee future returns.
Your goals set the shape of the portfolio. Not the other way round.
Most advisers lead with a product. We start with the question underneath it — what is this money actually for, and when do you need it to be there?
A child’s education eight years out, a home purchase in three, a retirement corpus in twenty: each of those is a different risk budget, a different instrument mix, a different definition of a bad year. Once we know the shape of your goals, the portfolio almost writes itself.
Grow
Equity, mutual funds, PMS and AIFs for goals a decade or more out.
Protect
Fixed deposits, insurance and debt allocation for money you cannot afford to lose.
Optimise
Taxation and structuring, so more of what you earn survives to compound.
“I don’t recommend anything I haven’t already bought myself.”
Hemal Patel
Founder & Principal Adviser
It is an uncomfortable standard to hold yourself to, and that is exactly the point. Every fund, every structure, every allocation that reaches a client portfolio has been sitting in mine first — through the drawdowns as well as the good years.
It means fewer products on the shelf. It also means that when a position falls twenty per cent, the conversation we have is not a sales call. It’s two people who own the same thing, looking at the same numbers.
See what patience is worth.
A systematic investment plan is the least dramatic thing in finance and the most effective. Move the sliders to see how a monthly contribution compounds over time.
You invest
₹45.0 L
Growth
₹81.1 L
Projected value
₹1.26 Cr
₹1,26,14,400
Illustrative only. This is a mathematical projection at an assumed constant rate of return, not a forecast of actual returns. Real returns vary and may be negative. Investments in securities and mutual funds are subject to market risks.
“I’d been with a large distributor for nine years and had never once been told what my adviser personally owned. Hemal led with it in the first meeting. That told me everything about how the next decade would go.”
“March 2020 was the test. I called wanting out of everything. He walked me through the actual numbers, position by position, and asked me to give it eighteen months. I stayed in. I’m very glad I did.”
Let’s talk about what your money is for.
No pitch deck, no product list. A conversation about your goals and whether I’m the right person to help you reach them.
Talk to Hemal