VACP WYSE: WE ALLOCATE IT | WE GROW IT | WE GUARD IT | ACROSS GENERATIONS
PILLARS OF ADVISORY
PILLAR 01 / 05
Indian Equities, Alternatives & Real Estate
We grow your capital through simple, uncorrelated investment strategies across asset classes, always executed in the most tax-efficient structures available.
Listed equities, REITs, direct property, and structured alternatives are rarely evaluated together — most advisors specialize in one and default you into it. We hold all four to the same standard: what does this actually add to the portfolio that the others don’t, and at what cost.
Portfolio Composition — Exploded View
EQ-RE / IllustrativeAllocation
100%
[EQ-01] · 45%
Listed Indian Equities
Direct stocks and curated mutual funds across market caps, screened for quality and tax efficiency.
[EQ-02] · 20%
REITs & InvITs
Listed, liquid exposure to commercial real estate and infrastructure yield without direct ownership friction.
[EQ-03] · 25%
Direct Real Estate
Selectively sourced residential and commercial property, evaluated on yield and exit liquidity — not just location.
[EQ-04] · 10%
Structured & Alternative Strategies
Tactical allocations — structured products, pre-IPO, and credit — sized deliberately small and reviewed often.
Illustrative composition for this pillar. Actual allocation is set per client mandate, risk profile, and liquidity need.
Uncorrelated by Design
Each asset class is chosen for what it doesn't have in common with the others, not just for its own return potential.
Structured for Tax Efficiency
Vehicle selection — direct, fund, REIT, or AIF — is decided by post-tax outcome first, product familiarity second.
Reviewed, Not Set-and-Forget
Composition is revisited as markets, valuations, and your own liquidity needs shift — not on a fixed annual calendar.
This pillar rarely stands alone. It’s typically paired with our GIFT City & Global Routes pillar for NRI and globally-mobile families, and with Succession & Trusts once the portfolio reaches a scale worth formally protecting.