Cornice Wealth

Wealth that holds its shape over decades.

Cornice Wealth is a mutual fund distribution practice for families and business owners who want a plan they can trust, not a product they were sold. We build goal-based portfolios, review them on a fixed rhythm, and stay with you through every market.

A first conversation is free, takes about 30 minutes, and comes with no obligation.

What we do

We distribute mutual funds across all major asset management companies in India. We earn when you stay invested, so our interest is in getting the plan right and keeping it that way.

Goal-based portfolios

A retirement, a child's education, a home, a business buffer. Each goal gets its own time horizon, its own mix of equity and debt, and its own target. You always know what each rupee is working towards.

For families planning ten years out

Systematic investing

Monthly SIPs sized to your income, stepped up as it grows, and automated so that discipline doesn't depend on willpower. We handle the paperwork, mandates and fund selection.

For salaried professionals building a base

Lump sum and surplus deployment

Business profits, bonuses, property sale proceeds or an inheritance. We phase money into the market through STPs so timing risk is spread, and we park the rest where it earns while it waits.

For business owners with irregular cash flow

How it works

Four steps from first email to a working portfolio. Most clients are invested within two weeks.

Step one

Email us

Write to invest@cornicewealth.com with a line about what you're saving for. We reply within one working day to set up a call.

Step two

A 30-minute conversation

We talk through your goals, existing investments, income and comfort with risk. No forms yet, and nothing to sign.

Step three

A written plan

You get a short document: the goals, the asset mix, the specific funds, the monthly amount, and why. Read it, question it, change it.

Step four

Invest, then review

KYC and mandates are done online. From there we review together every six months and rebalance when the plan calls for it.

A cornice is the part of a building that finishes it and protects everything beneath. That is the job we take on for your savings.

  • No fund is recommended because it pays us more.Selection is based on consistency, cost, fund-house quality and fit to the goal. We'll show you the trail commission on anything we propose.
  • Boring on purpose.Diversified index and actively managed funds, regular rebalancing, no thematic bets or churn. Long-term returns come from staying invested, not from clever moves.
  • Your money stays in your name.Investments are held directly with the fund house in your folio. We never take custody of your money, and you can see every holding in your own account at any time.
  • We answer the phone when markets fall.The most valuable thing we do is stop you from selling at the bottom. Every client has our direct number.

AMFI-registered distributor

Cornice Wealth is an AMFI Registered Mutual Fund Distributor. ARN-XXXXXX. We distribute regular plans and are compensated by the fund house through commissions disclosed to you.

Transparent on costs

Every recommendation comes with the scheme's expense ratio and our commission stated plainly. If something costs you more, you'll know before you invest, not after.

Direct holdings, full visibility

Your units sit in your own folio with the AMC. Statements come from the fund house and from CAMS/KFintech, so your records never depend on us.

Start with one email.

Tell us what you're saving for and roughly how much you can set aside each month. That's enough for us to prepare for a first conversation.

Email invest@cornicewealth.com Prefer to write your own? invest@cornicewealth.com