Wealth Creation Portfolios
Curated Growth Portfolio
A Sarvam-curated basket of five to seven high-conviction equity funds, reviewed quarterly.
- Minimum
- ₹50,000
- Risk
- High risk
- Liquidity
- High — redeem in days
Overview
What this actually is
Our advisors maintain a model portfolio of five to seven equity funds, reviewed every quarter against market conditions and research.
This is not a separate product with its own structure — you hold the underlying funds directly in your own folios. What you get is the selection, the weights, and the discipline of a quarterly review.
Why consider it
What it does well
- A considered shortlist rather than a fund supermarket.
- Reviewed quarterly, with changes explained rather than simply executed.
- You hold the underlying funds directly — no additional product wrapper or layer of fees.
- Built for the specific client base we actually advise, not a generic model.
Key details
The specifics
- Minimum
- ₹50,000
- Holdings
- 5–7 equity funds
- Review
- Quarterly
Who is this for
You might be a fit if…
If none of these describe you, that is useful information too — tell us on the call and we will point you somewhere more suitable.
- Investors with ₹50,000 or more to deploy into equity
- Anyone who wants an active view without moving to PMS ticket sizes
- Investors who would rather delegate fund selection entirely
Risks & considerations
- A concentrated basket of equity funds is high risk and can fall sharply.
- Concentration cuts both ways — fewer funds means a poor call has a larger effect.
- Quarterly changes can trigger capital gains tax and exit loads.
- Past selections are no guide to future ones. There is no assured return.
Important information
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Past performance is not indicative of future returns.
The content on this website is for general information only and does not constitute investment advice or a recommendation to buy or sell any product. Product suitability depends on your individual circumstances. Please speak with an advisor before investing.
Sarvam Associates is a distribution partner, not the manufacturer of these products.
Also in Wealth Creation Portfolios
Equity
Equity Mutual Funds
Large-cap, mid-cap, flexi-cap and sectoral funds — exposure to India's growth through professionally managed portfolios.
High risk- Liquidity
- High — redeem in days
From ₹5,000Multi-Asset
Multi-Asset Funds
Balanced allocation across equity, debt, gold and international assets for a smoother ride.
Moderately High risk- Liquidity
- High — redeem in days
From ₹5,000
Next step
Talk to a Sarvam advisor
Fifteen minutes on curated growth portfolio — whether it fits, what it would cost you, and what could go wrong. No obligation either way.
Important information
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Sarvam Associates is a distribution partner, not the manufacturer of these products.
The content on this website is for general information only and does not constitute investment advice or a recommendation to buy or sell any product. Product suitability depends on your individual circumstances. Please speak with an advisor before investing.