SEBI-aware wealth planning, built for Indian families

Let’s build your Wealth
the robust way.

So robust, even your worst impulses won’t affect your portfolio. We craft investment portfolios matched to your goals, risk appetite and time horizon — across mutual funds, PMS, AIF, SIF, bonds and insurance.

AMFI Registered
100+ Portfolios Managed
Wealth advisor reviewing a client portfolio
Avg 5Y XIRR
18%
Assets Advised
₹ 30 Cr+
What we do

Every product you need to build serious wealth

From mutual funds and PMS to insurance and fixed deposits — one advisor, one plan, one roof.

Mutual Funds

Professionally curated baskets of funds designed to help investors build a diversified portfolio for long term wealth creation.

PMS

Portfolio Management Services tailored to high net worth investors seeking bespoke strategies and dedicated managers.

AIF

Alternative Investment Funds offering access to private equity, venture, and hedge strategies for sophisticated investors.

SIF

Specialised Investment Funds combining hedge fund-like flexibility with a regulated framework and higher return potential.

Bonds

Stable, fixed-return delivering portfolios of government, PSU and corporate bonds curated for low-risk investors.

Demat Account

Open a paperless Demat account in minutes and start investing directly in equities, ETFs, IPOs and more.

Fixed Deposits

Curated corporate & bank fixed deposit ladders that maximise yield while keeping your capital safe and accessible.

Retirement Planning

A personalised retirement roadmap so you can maintain your current lifestyle long after your last working day.

Life Insurance

Term, endowment and ULIP plans handpicked to secure the financial future of your loved ones at any life stage.

Health Insurance

Comprehensive family floater and critical illness covers so a medical emergency never derails your wealth plan.

About Us

A boutique advisory that treats your money like its own.

₹ 30 Cr+
Assets Under Advice
8+ Years
Experience

Our boutique investment firm crafts unique portfolios to fit each client’s needs, risk appetite, time horizon and life goals. With Reserva Wealth Advisors, your investment strategy will be as one-of-a-kind as you are — and disciplined enough to survive every mood swing of the market.

SIP Calculator

See what disciplined investing can do for you.

₹ 10,000
10 Yr
12%
Estimated Return
₹ 11,23,391
Invested Amount ₹ 12,00,000
Total Wealth ₹ 23,23,391
*Illustrative only. Actual returns depend on fund selection and market conditions. Talk to a Reserva advisor for a customised plan.
Our Portfolios

Get a portfolio that’s invested in you.

Handpicked strategies for every life goal — growth, protection, retirement or emergencies.

Tax Saver Portfolio
Portfolio 01

Tax Saver Portfolio

A personalised tax-saving portfolio that grows your wealth through ELSS while trimming your tax outgo under section 80C.

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Wealth Builder Portfolio
Portfolio 02

Wealth Builder Portfolio

A long-term compounding engine that spans equity, debt and hybrid funds to build serious wealth over 7-10 years.

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Preserve Wealth Portfolio
Portfolio 03

Preserve Wealth Portfolio

A conservative allocation across balanced advantage and debt funds designed to preserve capital and beat inflation.

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New Investor Portfolio
Portfolio 04

New Investor Portfolio

A hand-holding starter kit that combines the right mix of equity, debt and ETF funds for first-time investors.

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Retirement Portfolio
Portfolio 05

Retirement Portfolio

A goal-based portfolio calibrated to your retirement age, corpus target and post-retirement income needs.

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Emergency Fund Portfolio
Portfolio 06

Emergency Fund Portfolio

A liquid, low-risk debt fund allocation that keeps you ready for any surprise without breaking long-term plans.

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Short Term Portfolio
Portfolio 07

Short Term Portfolio

A 1-3 year debt-oriented portfolio that parks near-term goal money while earning more than a savings account.

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Growing Together

One dashboard for every rupee you own.

Welcome back
Hi, Aditya
Total Portfolio
₹ 42,18,540
+18% (5Y XIRR)
Mutual Funds
₹ 22.4L
Bonds
₹ 8.1L
PMS
₹ 9.7L
FD
₹ 2.0L
SIP Growth
+₹ 12,540
Mobile App
iOS + Android

A single sign-in for your mutual funds, PMS & more.

  • Register and create your account in under 3 minutes
  • View and manage your entire portfolio in a single dashboard
  • Track goals, SIPs, taxes and insurance from anywhere
Our Team

The advisors behind your peace of mind.

Tushar Sharma

Founder
MBA (Marketing & Finance)

Tushar brings 8+ years of wealth management experience across large private banks and boutique advisories, and an MBA in marketing from an esteemed Indian college. He leads the investment strategy and client advisory at Reserva with a rare mix of analytical depth and behavioural coaching.

Contact Us

Let’s start planning your financial future.

Fill in the form and one of our advisors will call you back — no pushy sales, just honest advice.

Talk to an advisor

Available Monday to Saturday, 9:30 AM – 7 PM IST.

C-574, Saraswati Vihar, Pitampura, New Delhi 110034