Wealth Planning Infrastructure

The Method.

We design mutual fund portfolios using structured asset allocation, risk profiling, and disciplined rebalancing — aligned to your life goals.

No market predictions. No stock tips. Only systematic portfolio construction.

SEBI-registered Mutual Fund Distributor
AMFI Registration No: 1XXXXX
Transparent advisory
Rule-based selection
SEBI-registered Mutual Fund Distributor
AMFI Registration No: 1XXXXX
Transparent advisory
Rule-based selection
01
Asset Allocation

Allocation Before Selection.

Before choosing funds, we decide how much should go into equity, debt, and hybrid strategies — based on your time horizon and risk capacity.

02
Risk Profiling

Risk You Can Actually Sleep With.

We assess your income stability, liabilities, and emotional risk tolerance to build a portfolio you can stay invested in — even during volatility.

03
Fund Selection

Fund Selection Framework.

We shortlist funds based on consistency, risk-adjusted returns, and governance standards. Selection is rule-based — not trend-based.

04
Rebalancing

Rebalancing Protocol.

Portfolios are reviewed periodically and rebalanced when allocation drifts beyond thresholds. Discipline is maintained irrespective of market noise.

Execution Roadmap

The Divino Framework

01

Discovery Call

Financial objectives & baseline audit

02

Risk Mapping

Emotional & capacity stress-testing

03

Portfolio Blueprint

Asset allocation & fund shortlisting

04

Implementation

SIP setup & initial deployment

05

Review Cycle

Periodic rebalancing & drift control

Integrity & Clarity

No trending or viral fund recommendations.

No short-term market speculation.

No guaranteed or fixed return claims.

No unnecessary portfolio churning.

Selectivity

We typically work with private investors allocating ₹5L+ annually or maintaining ₹25L+ deployable capital.

Plan your
wealth.

Schedule Your Portfolio Audit

30-minute structured review. No obligation.