Specialised Investment Funds are focused investment solutions designed for investors who want to move beyond traditional products and tap into high-conviction, research-driven opportunities. These strategies may concentrate on specific themes, sectors, asset classes, or customised approaches, offering a more sophisticated path to long-term wealth creation.

At Rughwani Wealth, our specialised investment portfolios are crafted for investors seeking the next level of strategic investing, with strong emphasis on discipline, research, and risk management.

Minimum Investment

• Minimum Investment Amount: ₹10,00,000

This category is more affordable compared to PMS, yet it provides access to strategies and opportunities typically enjoyed by HNI-level investors. It serves as a perfect middle ground-allowing investors to experience advanced investment styles without the higher entry cost of Portfolio Management Services.

Who Should Consider Specialised Investment Funds?

Emerging & Established Investors: Those who have built their basic portfolio and now want to explore more advanced and high-conviction strategies.

HNIs & Aspiring HNIs: Investors seeking sophisticated strategies similar to PMS but at a more accessible entry point of ₹10 lakhs.

Long-Term Wealth Creators: Individuals aiming for meaningful wealth accumulation, legacy planning, or long-term financial independence.

Investors Comfortable with Market Fluctuations: Those who understand that focused strategies may have short-term volatility but stronger long-term return potential.