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GRM Wealth: Your Trusted Partner for Wealth Management in India

Goal-based SIPs, mutual funds, bonds, AIF & PMS - backed by research, technology and experienced advisors.

NCD Returns
+/- 13%
p.a.
AIF / PMS
22%
CAGR
Liquid Fund
6.8%
p.a.
Good morning,
Rahul Rajput
RS
Total Portfolio Value
₹12,84,320
▲ +18.4% This Year
Holdings
NCD – Shriram Finance
₹2,50,000
+11.2%
Axis Bluechip MF
₹3,20,400
+22.1%
Liquid Fund HDFC
₹1,00,000
+6.8%
AIF – Category III
₹5,00,000
+12.0%
NCD7–13%p.a.
AIF / PMS15–22%CAGR
Mutual Funds12–15%CAGR
Bonds7–9%p.a.
EGRGold-LinkedVariable
Liquid Funds6–7%p.a.
MLD10–30%Linked
NCD7–13%p.a.
AIF / PMS15–22%CAGR
Mutual Funds12–15%CAGR
Bonds7–9%p.a.
EGRGold-LinkedVariable
Liquid Funds6–7%p.a.
MLD10–30%Linked
GRM AI

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₹0Cr+
AUM Managed
0+
Active Investors
0+
Years Experience
0+
Partners

GRM Wealth is a wealth management company in India built on one simple idea: your money should work as hard as you do. Whether you are starting your first SIP, building a diversified portfolio of mutual funds and bonds, or looking for sophisticated AIF and PMS solutions as a high-net-worth investor, GRM Wealth brings together research, technology and experienced advisors to help you plan, invest and protect your wealth with confidence.

Too many people treat investing as a once-a-year task — a SIP started in a hurry, a policy bought because a relative sold it, a fixed deposit renewed out of habit. At GRM Wealth, we believe wealth management is not a product, it is a relationship. Every recommendation we make starts with understanding your goals, your time horizon and your appetite for risk, and ends with a plan you can actually stick to.

Why Choose GRM Wealth

Why Choose GRM Wealth as Your Wealth Management Partner

Goal-based approach

every recommendation is tied to a specific life goal, not a product target.

Open architecture

access to mutual funds, bonds, NCDs, corporate FDs, AIFs, PMS, IPOs and more, not a single in-house product.

Transparent advice

clear explanations of risk, cost and expected outcomes before you invest, not after.

Technology-led planning

free calculators for SIP, lump sum, retirement, goals and bond yield, available any time.

Dedicated HNW and corporate advisory

specialised desks for high-net-worth individuals, family offices and businesses.

This combination of personal advice and digital tools is what makes GRM Wealth a preferred choice among families, professionals and business owners who want a wealth advisor who is genuinely on their side.

Our Investment Products & Services

Our Investment Products and Services

GRM Wealth offers a full shelf of investment products, so your portfolio is built around your goals, not around what a single institution happens to sell.

SIP

Start the Best SIP to Invest in India

Learn More →

AIF & PMS

Portfolio Management Services for the Serious Investor

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NCD & Corporate FD

Predictable Income for a Steadier Portfolio

Learn More →

Financial Planning

a structured plan mapping income, expenses, assets and liabilities to goals

Liquid Funds

better post-tax efficiency than idle savings, easy to redeem

Market Linked Debentures (MLD)

debt structure with market-linked, potentially tax-efficient returns

Electronic Gold Receipts (EGR)

SEBI-regulated electronic gold investing

IPO Investments

track, evaluate and apply for upcoming IPOs

Returns at a Glance

Products that
Beat Traditional Instruments

While FDs and savings accounts barely beat inflation, GRM Wealth products are built to generate meaningful long-term wealth.

* Indicative returns, not guaranteed. Past performance ≠ future results.

Indicative Annual Returns
AIF / PMSMLDMutualFundsNCDBondsEGR (Gold)LiquidFundsBank FDSavings A/c

HNW Services

bespoke wealth solutions for high-net-worth individuals and families.

Investment Management

ongoing, professionally managed asset allocation aligned to objectives.

Corporate Advisory

treasury and surplus-fund advisory for businesses and promoters.

Estate Planning

succession, trust and legacy planning to protect wealth across generations.

Plan Before You Invest

Free Financial Calculators

Plan before you invest.

SIP Calculator

Calculate Now →

Step-Up SIP Calculator

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Lump Sum Calculator

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Goal Calculator

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Retirement Calculator

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Bond Yield Calculator

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Risk Profiler

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Portfolio Diagnostic

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Who We Work With

Who We Work With

Salaried Professionals

starting their first SIP.

Families

planning for children's education and their own retirement.

Business Owners

managing corporate surplus.

High-Net-Worth Individuals

needing a dedicated advisory relationship.

Whatever stage of your financial journey you are at, our role is the same: to simplify complex decisions and keep your plan on track.

Our Approach

Our Approach: Plan. Invest. Review.

Plan

understand your goals, time horizon and risk appetite.

Invest

build a diversified portfolio across the right mix of products.

Review

track progress regularly and rebalance as your life and the markets change.

15+ Years of
Wealth Expertise

₹0Cr+
AUM Managed
0+
Active Investors
0+
Years Experience
2000+
Partners
NSE Registered
AMFI Certified
SEBI Compliant
ISO Certified
About GRM Wealth

Decades of Trust.
Zero Compromise.

GRM Wealth is a New Delhi-based wealth management firm with 15+ years of expertise across Mutual Funds, Bonds, NCDs, AIF/PMS, MLDs, and Goal-Based Financial Planning.

AMFI-registered, NSE-registered, and SEBI-compliant — serving clients across India through our proprietary GRM Wealth app and personalised advisory services.

3rd floor, 1/4 3a, Block 1, East Patel Nagar, Patel Nagar, New Delhi, Delhi 110008
Physical Advisory Presence
AMFI Registered
ARN Certified Distributor
NSE Registered Member
Direct MF via NSE StarMF
256-Bit AES Encryption
Bank-grade security
Investor Stories

What Our Investors Say

"Setting up my first SIP with GRM Wealth was simple, and the advisor actually took the time to understand my goals before suggesting anything."

Rohan Verma
Software Engineer, Bengaluru

"I like that they explain the risk and cost upfront. No pressure to invest in something I didn't fully understand."

Anita Desai
Business Owner, Mumbai

"Switched my mutual fund folios to direct plans through them — the process was smooth and clearly explained."

Karan Malhotra
Doctor, New Delhi

"The goal calculator helped me plan for my daughter's education. The follow-up was helpful without being pushy."

Meera Iyer
HR Manager, Pune

See more reviews on Google Play →

FAQs

Frequently Asked Questions

Everything you need to know about investing with GRM Wealth.

A wealth management company like GRM Wealth helps individuals and businesses plan their finances, select suitable investment products such as mutual funds, bonds and AIFs, and manage their portfolio on an ongoing basis to help them reach their financial goals.

Yes. We work with first-time investors through simple, goal-based SIPs and mutual fund portfolios, as well as with experienced and high-net-worth investors who need AIF, PMS and corporate advisory solutions.

You can start by using our free SIP or Goal Calculator to estimate your investment needs, or get in touch with our advisory team directly for a personalised financial plan.

Ready to build a plan around your goals? Talk to a GRM Wealth advisor today, or try our free SIP Calculator to see how your money can grow.
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MLDMutual FundsSIPNCDAIF/PMSBondsLiquidEGR