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Discover a holistic weal th m a n a g e m e n t experience with
Liquide Black, where every a sp ect of your fi nancia l fut ure is
met icul ousl y pl anne d, ma n a g e d, a n d optimized.
Get total clarity and in-depth analysis of all your assets
360 Wealth
– access a single dashboard that tracks all your Stocks,
Analysis ETFs, Mutual Funds, Bonds, and FDs/savings. We will set
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Get personalized, goal-based investment planning with
Personalized one-on-one support from our seasoned advisors. We
Investment will guide you at every stage, ensuring your financial
Planning roadmap is clear, actionable, and always aligned with
your aspirations.
Dedicated Gain access to a team of seasoned portfolio managers,
fundamental and quant researchers and tax experts
Private Wealth who are always available to provide tailored advice for
Team your evolving financial needs. With 75+ years of
combined experience, our experts keep you ahead of the
curve with guidance you can count on anytime.
Stay compliant and minimize tax liabilities with our
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Exclusive baskets that are meant to optimize short term gains
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Meet your private
wealth team
Co - Founder & Chief Inv estment Officer, Liquide
CIO at Liquide with market experience of 15+ years. BITS Pilani alumnus -
leads overall investment operations & business operations at Liquide. Lead
facul ty of the Liquide Academy, havi ng addressed over 2.5 Lakh investors on
several quant an d fundamental investment topics. Oversees portfolios worth
$3 Bn connected on Liquide.
Client Partner at Liquide & Inv estment Banker
Head of client relations and investment planning at Liquide. Formerly
Principal, Investments at Soonicorn Ventures & Qubit Capital, has shaped
hi gh -value portfolios for India’s top Angel Investors an d VC funds, bringing
unparal leled market expertise to Liquide.
Investm ent Analyst, M.Sc. Finance & Investments
Head of financi al planning at Liquide Parth began his career as a Technical
Analyst. Holding an MSc in Finance an d Investment from London, he has
authored over 2,000 equity research reports and currently oversees
investments worth over ₹500 crore at Liquide.
Chartered Accountant, SEBI Registered RIA, Head of Tax-Advisory
Qualified Chartered Ac countant with over 12 years of experience, is a former
Morgan Stanley professional specializing in tax strategy an d optimization. He
is known for his ability to craft advanc ed tax solutions for hi gh-ne t- worth
individuals, posi tioning him as a leading authority in the field.
SEBI Registered Research Analyst
Fundamental research lead at Liquide and chief IPO analyst. Responsible for
conducting thorough portfolio reviews, conducting co mpan y level diligences
an d offering tailored advices.
Discover our
Unique Model
Our exclusive 3P Model is de sign ed t o deliver a comp re hens ive
a n d st ra te gi c a p p ro a ch t o wea l th m a n a g e m e n t t h at aligns
wit h your un iq ue needs.
Here's h o w e a ch c o mp o n e n t of our 3P Model works t o ensure
your fi nancia l success:
We start with a deep dive into your financial life—assets, liabilities, goals and
behaviors. This personalized approach uncovers hidden opportunities and risks,
providing a 360-degree view of your financial landscape that goes far beyond
standard assessments. This tailored understanding sets the foundation for a wealth
plan that's truly yours.
Our experts precisely assess and refine your portfolio using models that range from
conservative to aggressive. We strategically adjust allocations based on your risk
appetite, financial goals, and evolving market conditions. This precise approach
has led to a 20% increase in stability and resilience for our clients, ensuring your
investments are always optimally positioned.
Backed by 75+ years of cumulative market experience our proprietary 12 Factor
Framework is designed to powerfully balance India-centric and global market
factors, optimizing your portfolio for both growth and stability. It’s built to withstand
market volatility while maximizing returns with smart, tax-efficient strategies—
empowering your wealth with every decision.
The world has evolved…
And so should
Wealth Management
SEBI RA + RIA Unique RA + Mostly PMS, Mostly MFD, Mostly PMS,
PMS only
Dual license RIA comb. MFD IFA MFD
Multi asset Equity, MF, Mostly PMS, Non Limited - MF, Loans,
MF + Stocks + Alts Bonds, Alt++ MF Discretionary Mostly MF Insurance
Dynamic Investment Hyper- Static, Fixed Static,
Limited
Planning personal templatized portfolios templatized
Diversified Portfolio Curated Redirects to Typically 4-5 Redirects to
No
Tools baskets PMS variants PMS
Research support AI-powered
No No No No
Live LIMO
AI + Human Hybrid Cutting edge
No No No No
Advisory Model hybrid model
Live asset tracking Curated Limited Limited
Typically No No
Coming Soon baskets tracking tracking
Tax Yes, active
Planning No No Typically No No
tax advisory
Commission-linked 100% Mostly Direct fee to Mostly
Products Regular MFs
Comm. FREE Regular MF user Regular MF
Minimum investment No min Mostly Min Typically Mostly
size investment ₹1 Cr+ ₹50 L seek ₹5 L+ ₹20 L+
Compulsory profit
sharing No No Yes Typically No No
Liquide’s battle-tested
Framework
4 steps to hand cra ft a strategy tha t perfectly fits
your style
Im mer sive Portfolio 12 Factor Tailor made
1 2 3 4
profiling Assessment Fram ework Strategy
12 Factor Framework
Liquide’s 12-factor proprietary
strategy will give your portfolio
protection against market
volatility while optimizing
performance by selecting the right
categories and fine-tuning
allocation.
✓ Dynamic allocation to optimize
performance
✓ Balance of India-centric and
Global capital market factors
✓ Tax built in as a key portfolio
Performance
of our 12-
factor
strategy
since 2021
Aggressive
Portfolio
outperforms
index by 47%
over last 4
years
Our erformance
Simplifying your
wealth journey,
in every step
The Elite Network of
Liquide Black
Our clients, wh o trust us wit h their wealth, c o m e f ro m diverse
indust ries a n d hol d positions of sign ifi cance across gl ob al
corp orati ons. By cho osi ng Liquide Black, you join a network
of elite investors wh o rely on our expertise t o m a n a g e a nd
gro w their weal th wit h precision a n d confidence.
