Mutual Funds
Goal-linked portfolios across equity, debt and hybrid schemes. SIP, STP and SWP structures, rebalancing discipline, and consolidation of the legacy folios you have forgotten about.
From ₹500/month
Details
Private Wealth Management
Wealth that is preserved, grown, and passed on.
PVK Capital is a boutique wealth practice founded by Vedant Shah. We bring mutual funds, AIF, bonds, GIFT City funds, insurance, succession planning and lending into a single, coherent plan — built around your family, not around a product sheet.
Currently accepting new client families · First consultation is complimentary
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Solution verticals
Fiduciary
Advice first
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Who we are
A single desk for everything
A single desk for everything
your money has to do.
Most investors end up with a drawer full of disconnected decisions — a fund bought in 2016, an insurance policy sold as an investment, a fixed deposit rolling over out of habit, a will that was never written. PVK Capital replaces that drawer with one plan, one dashboard and one person who knows the whole picture.
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Asset classes covered
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Portfolio review
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Relationship, end to end
Our name is our method
Preservation. Value. Knowledge.
Three words on our logo, and three tests every recommendation has to pass before it reaches you.
01
Preservation
Protecting capital comes before growing it. That means the right emergency reserve, adequate term and health cover, debt allocation sized to your actual liabilities, and an asset mix that you can hold through a bad year without being forced to sell at the bottom.
02
Value
We buy quality at a sensible price and hold it. No churning for commission, no chasing last year's top-performing fund. Costs, taxes and exit loads are treated as part of the return — because that is exactly what they are.
03
Knowledge
You should be able to explain your own portfolio to your family in two minutes. Every product we recommend comes with plain-language reasoning: what it does, what it costs, what can go wrong, and when we would sell it.
What we do
Seven verticals. One plan.
From a first ₹5,000 SIP to a family office structure with an offshore sleeve, the same principles apply. Explore each mandate in detail on the services page.
Alternative Investment Funds
Category I, II and III AIFs — private credit, pre-IPO and late-stage private equity, real-asset and long-short strategies. Used sparingly, sized carefully, and only where the illiquidity is paid for.
₹1 crore minimum
Details
Bonds & Fixed Income
Government securities, state development loans, PSU and corporate bonds, NCDs, tax-free bonds and 54EC capital-gain bonds. Predictable cash flows, laddered to the dates you actually need money.
Contractual income
Details
GIFT City Funds
Dollar-denominated global exposure through India's IFSC at GIFT City — for residents diversifying currency risk and for NRIs who want an India relationship without US or UAE tax friction.
USD & global
Details
Insurance
Pure protection, priced honestly. Term life sized to your liabilities and dependants, family floater and top-up health cover, personal accident, and critical illness. Never sold as an investment.
Protection first
Details
Succession Planning
Wills, private family trusts, nomination and joint-holding hygiene, and a written family constitution. So that what you built moves to the next generation without a court, a dispute or a delay.
Legacy
Details
Loans
Loan against securities, loan against property, home and business lending. Liquidity without breaking a compounding portfolio — arranged and negotiated on rate, tenure and prepayment terms.
Liquidity
Details
Plan the numbers
What could a monthly SIP become?
Move the sliders and watch compounding do the work. Every figure below is in Indian Rupees. For lumpsum investments and step-up SIPs, open the full calculator suite.
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₹500₹10 lakh
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1%30%
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1 year40 years
Returns are assumed to compound monthly and contributions are made at the start of each month. This is an illustration, not a promise — market-linked investments do not deliver a fixed rate.
Projected corpus
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Total invested
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Vedant Shah
Photograph to be added here
Vedant Shah
Founder
The founder
Advice you can trace
Advice you can trace
back to a person.
PVK Capital exists because Vedant Shah kept meeting families who owned a dozen financial products and not one financial plan. Every recommendation here is made by a named individual who will still be picking up the phone in ten years — not by a rotating relationship manager working to a quarterly sales target.
“Wealth management is not about beating an index every quarter. It is about making sure a
family never has to make a bad decision at a bad time.”
Vedant Shah
Founder, PVK Capital
How we work
Five steps, then
Five steps, then
a long partnership.
Nothing is bought in the first meeting. We map before we move — because the cost of the wrong product compounds just as reliably as the right one.
Start with step one
01
Discovery
A conversation, not a questionnaire. Income, liabilities, dependants, business cash flows, the ages of your children, the age you want to stop working, and what would genuinely worry you.
02
Portfolio audit
We pull every existing folio, policy, FD, property and loan into one statement. Overlap, hidden costs, mis-sold ULIPs and idle cash usually surface here — often worth more than any new idea.
03
The plan
A written asset allocation tied to named goals with dates and rupee amounts. Protection and emergency reserve are fixed first; only then do we choose products to fill each bucket.
04
Execution
Paperwork, KYC, mandates and transfers handled end to end. Deployment is staged — lumpsums are usually phased through STPs rather than dropped into the market on a single day.
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Review & rebalance
Quarterly performance reviews, annual deep dives, and rebalancing when allocation drifts past its band. Plus a call whenever your life changes — a birth, a business sale, a move abroad.
Who we work with
Different balance sheets,
Different balance sheets,
the same discipline.
Salaried professionals
Building a first portfolio around SIPs, term cover and a home loan — while making the tax regime work for you rather than against you.
Business owners
Separating personal wealth from business risk, managing lumpy cash flows, and preparing for the liquidity event before it happens.
NRIs
Repatriable and non-repatriable structures, GIFT City routes, DTAA-aware planning and Indian succession for assets held from abroad.
Families & retirees
Income that lasts, healthcare cover that holds up, and a succession plan the next generation can actually execute without friction.
Request a call back
Tell us where you are.
Tell us where you are.
We will tell you what is missing.
Share a few details and Vedant will personally review them before calling you. The first consultation is complimentary and carries no obligation to invest.
The next step
Let us look at your portfolio
Let us look at your portfolio
with fresh eyes.
A complimentary, no-obligation review of everything you currently hold — what is working, what is quietly costing you, and what is missing entirely.