ACORNIA INVESTMENT SERVICES · PUNE
Turn Money Values Into
Lasting Value
25+ years of disciplined financial services for individuals, families, and institutions.
Years of Excellence
AUM (in Cr)
Team Members
Solutions For Every Life Stage
Portfolio management, financial planning, and family-office style coordination.
Wealth Management & Family Office
HNI/UHNI coordination across custody, reporting, liquidity, and governance with a single view.
Portfolio Management
Curated portfolios across mutual funds & PMS with disciplined rebalancing and risk controls.
Financial Planning
Goal-based planning for education, retirement, and cash-flow needs with SIP/SWP execution.
NRI & Cross-Border
India-US compliant portfolios, remittances, and FEMA/DTAA alignment in partnership with CAs.
Risk & Estate Coordination
Buffers, emergency corpus, and estate basics with professional partners; no assurance products sold.
Institutional Desk
Solutions for trusts, companies, and societies with board-ready reporting.
Investment Vehicles
Choose The Right Vehicle
For Your Goals
Mutual Funds
First-time to experienced investors looking for simplicity and diversification.
As low as Rs 100-500 for SIPs (varies by scheme).
Open-ended; redemption T+2/T+3 typically; ELSS has a 3-year lock-in.
Market risk, interest rate risk (debt), and liquidity can vary by scheme.
PMS (Portfolio Management Services)
HNIs seeking bespoke management and greater control.
Rs 50 lakh per client (as per SEBI PMS Regulations).
Not as liquid as mutual funds; depends on the underlying and mandate.
Concentration risk; higher dispersion of outcomes versus diversified MFs.
AIF (Alternative Investment Funds)
Sophisticated investors with long horizons seeking non-traditional exposures.
Typically Rs 1 crore (angel funds may be lower).
Often close-ended; lock-ins and capital calls are common.
Illiquidity, capital call risk, complex strategies, and potential leverage.
SIF (Specialized Investment Fund)
Wealthier investors aiming for a higher-risk sleeve within an overall plan.
Rs 10 lakh minimum investment.
Varies by structure; may carry lock-ins or reduced liquidity.
Strategy risk; suitability assessment required.
A Clean, Repeatable Process
Discover
Goals, cash flows, constraints, and risk profile.
Design
Asset mix, product selection, tax & cost filters.
Deploy
Paperless onboarding via KYC, SIP/SWP setup.
Review
Quarterly check-ins, rebalancing, & action tracking.
Why Families Trust Acornia
25+ Years of Excellence
A track record built on trust, consistency, and client-first values.
Qualified Professionals
CFP, QPFP, CFA, MBA-qualified team with deep domain expertise.
Process-Driven Approach
Systematic reviews, disciplined rebalancing, and transparent reporting.
What Our Clients Say
Trusted by investors across Pune and beyond — from first-time SIP investors to seasoned HNIs.
“Acornia helped me start my SIP journey when I had no idea about mutual funds. My portfolio has grown steadily over 5 years and I feel truly financially secure now.”
Rohit Kulkarni
a year ago
“As an NRI based in the US, managing India investments was always complicated. The team at Acornia made it seamless — FEMA compliance, repatriation, everything sorted.”
Priya Iyer
6 months ago
“I was skeptical about PMS but my relationship manager explained every aspect patiently. My bespoke portfolio has outperformed my expectations consistently.”
Suresh Patil
8 months ago
“Acornia helped me start my SIP journey when I had no idea about mutual funds. My portfolio has grown steadily over 5 years and I feel truly financially secure now.”
Rohit Kulkarni
a year ago
“As an NRI based in the US, managing India investments was always complicated. The team at Acornia made it seamless — FEMA compliance, repatriation, everything sorted.”
Priya Iyer
6 months ago
“I was skeptical about PMS but my relationship manager explained every aspect patiently. My bespoke portfolio has outperformed my expectations consistently.”
Suresh Patil
8 months ago
“Retirement planning felt overwhelming until Acornia created a clear roadmap for me. Now at 58, I am confident my corpus will last well beyond my needs.”
Anjali Deshmukh
3 months ago
“The quarterly portfolio review calls are incredibly insightful. My relationship manager at Acornia always explains the reasoning behind every rebalancing decision.”
Vikram Nair
5 months ago
“I started investing with just ₹1,000 per month five years ago. Today my SIP corpus is something I am genuinely proud of. Acornia made disciplined investing easy.”
Sneha Joshi
7 months ago
“Retirement planning felt overwhelming until Acornia created a clear roadmap for me. Now at 58, I am confident my corpus will last well beyond my needs.”
Anjali Deshmukh
3 months ago
“The quarterly portfolio review calls are incredibly insightful. My relationship manager at Acornia always explains the reasoning behind every rebalancing decision.”
Vikram Nair
5 months ago
“I started investing with just ₹1,000 per month five years ago. Today my SIP corpus is something I am genuinely proud of. Acornia made disciplined investing easy.”
Sneha Joshi
7 months ago
“After inheriting a lump sum, I was overwhelmed. Acornia designed a diversified portfolio across equity and debt that matched my conservative risk profile perfectly.”
Ramesh Bhatkar
2 months ago
“What sets Acornia apart is their transparency. No hidden charges, honest projections, and they never push products that don't fit my goals. Rare to find this today.”
Kavitha Menon
4 months ago
“Managing wealth for my family office became so much simpler after partnering with Acornia. Their reporting, governance, and disciplined approach is truly world-class.”
Aditya Sharma
9 months ago
“After inheriting a lump sum, I was overwhelmed. Acornia designed a diversified portfolio across equity and debt that matched my conservative risk profile perfectly.”
Ramesh Bhatkar
2 months ago
“What sets Acornia apart is their transparency. No hidden charges, honest projections, and they never push products that don't fit my goals. Rare to find this today.”
Kavitha Menon
4 months ago
“Managing wealth for my family office became so much simpler after partnering with Acornia. Their reporting, governance, and disciplined approach is truly world-class.”
Aditya Sharma
9 months ago
Your Investments, One Dashboard
Track your portfolio, monitor performance, and manage your wealth — all in one place.
Good morning, Rohit
Portfolio Overview
₹1.2 Cr
Total Portfolio
+18.4%
Returns (XIRR)
12
Active SIPs
Portfolio Growth
12 monthsNow on Mobile
Your Portfolio,
In Your Pocket
Track investments, view real-time performance, and connect with your relationship manager — all from one app.
My Portfolio
Total Value
₹1.24 Cr
12
Active SIPs
₹15K
Monthly SIP
Ready to Start Building Wealth?
Book a free consultation or reach out directly.