Asset allocation based portfolios
Equity 20%Debt 80%
A debt-led mix with a smaller equity allocation for investors who prioritise stability.
Find your allocationWealth management and investment advisory · Since 2004Invest with clarity,
Invest with clarity,
grow with discipline.
Viaan Fincap Pvt. Ltd. is a premier financial advisory firm serving a discerning clientele nationwide. We curate disciplined investment frameworks encompassing PMS, AIF, GIFT City avenues, and cross-border NRI wealth solutions tailored for modern investors.
- SEBI & AMFI registered advisors
- Transparent Fees
- 700+ families guided
Mutual fund portfolios
Goal based portfolios
Long-term growth
Build wealth with a diversified mutual fund portfolio aligned with your time horizon and risk appetite.
1 / 6 goalsPlan your goal
Illustrative portfolios, not investment recommendations. Mutual fund investments are subject to market risks.
20+
Years of experience
10
Investment verticals
700+
Families advised
₹500Cr+
Assets under advice
Open account
Start investing in minutes.
Open your mutual fund or demat account through our trusted partner platforms. Viaan Fincap will guide you through the setup.
Why Viaan FincapWe do not sell financial products.
We do not sell financial products.
We design financial futures.
Two decades of advising through every market cycle have taught us one thing: the best portfolio is the one you can actually stick with. Every plan we build starts and ends with the human behind it.
Goals before products
Every recommendation starts with your life goals, not a brochure. The portfolio is designed around you.
Access beyond mutual funds
PMS, AIFs, SIFs and GIFT City funds normally reserved for institutions, curated and made accessible.
Transparent, on your side
Written plans, clear fees, and reviews you can actually understand. No hidden commissions guiding advice.
Discipline through cycles
Investing is a decades-long game. Our process is built to keep you invested through the noise.
Associate Partners
Backed by trusted names in finance.
We partner with established institutions so you get research, execution and operational strength behind every recommendation.
Business Partner
Motilal Oswal
A trusted name in equity research, broking and wealth management. Partnering with Motilal Oswal gives our clients access to institutional-grade research, execution platforms and investment solutions.
Advisory Partner
Prudent Corporate Advisory Services
A leading mutual fund distribution and advisory platform. Through Prudent, we deliver robust operational infrastructure, unbiased fund research and scalable portfolio tracking.
Across asset classes
Product coverage
Our partners enable us to offer a complete suite of financial solutions: Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Life and Health Insurance.
What we do
View all servicesTen ways to grow, protect and pass on wealth.
Client reviews
Trusted by families, professionals and business owners.
What our clients say about working with Viaan Fincap. These reviews will be updated with verified client feedback shortly.
We moved our family portfolio to Viaan Fincap three years ago. Their PMS and equity advisory have delivered steady, risk-aware growth with complete transparency on fees.
Rajesh Patel
Business owner
Finally, an advisor who explains risk before showing returns. They restructured my mutual fund portfolio and added term insurance that actually fits my family.
Dr. Mehta
Surgeon · Vadodara
The GIFT City USD investment setup was seamless. Their team handled the paperwork, compliance checks and quarterly reviews without me chasing anyone.
Priya Nair
NRI · Dubai
Disciplined SIP planning and tax-efficient debt allocation helped me build a meaningful corpus without trying to time the market. The quarterly reviews keep me on track.
Amit Shah
IT professional
Retirement planning was overwhelming until we sat with the team. They built a monthly income plan with bonds and balanced funds that lets me sleep peacefully.
Sunita Sharma
Retired teacher
They structured our AIF and insurance cover around real cash flow needs, not product targets. That alignment makes all the difference.
Vikram Desai
Manufacturing director · Rajkot
Our approach
A calm, disciplined process for messy, real-life money.
01
Understand
We map your goals, cash flows, existing investments and true risk appetite.
02
Design
A written plan that connects the money you have today to the life you want tomorrow.
03
Implement
We help you set up SIPs, PMS, AIFs, insurance and paperwork end to end.
04
Review
Quarterly reviews, annual deep-dives, and a human to call whenever markets get loud.
FAQ
Questions we are often asked.
Clear answers to the most searched questions about PMS, AIF, SIF, GIFT City, NRI investing, minimums and risk.
Still have questions?
Email us or book a call.
Portfolio Management Services (PMS) offer direct ownership of securities, concentrated high-conviction strategies and customised reporting for investors with a larger corpus, typically ₹50 lakh or more. Mutual funds are more accessible, diversified and regulated like pooled vehicles. The right choice depends on your investable surplus, risk appetite and need for customisation.