Member Login
Our Service

Your Life's Goals, Masterfully Managed

We Don't Just Manage Money, We Realize Ambitions.

At MLR Wealth, we are your dedicated Financial Goal Managers. We believe wealth is an important tool to fund your life’s most of milestones. Our process begins by understanding your unique aspirations from buying a dream home and securing your child’s future to retiring on your own terms. We then build a dynamic, actionable plan and actively guide you in its execution, providing end to end solutions that bridge sophisticated strategy with everyday financial well being.

Our Service Spectrum

Goal-Based Financial Planning

We structure your entire financial life around your personal goals, creating a prioritized, timeline driven roadmap with clear milestones.

Specific Services:
  • Retirement Planning: Corpus calculation, pension plan selection, and post-retirement income strategy to ensure a stress-free retirement.
  • Child Future Planning: Comprehensive strategies for higher education and marriage funding, including international education considerations.
  • Wealth Creation Goals: Building capital for major purchases like a home, car, or a dream vacation.
  • Legacy Goals: Planning for the transfer of wealth to the next generation or philanthropic causes.”
Become a client

Investment Advisory & Portfolio Management

We provide research backed advice and hands on management to build and maintain disciplined, high performing portfolios.

Specific Services:
  • Mutual Fund Guidance: Curated recommendations across Equity, Debt, Hybrid, and International Mutual Funds. Regular portfolio review and rebalancing.
  • Portfolio Management Services (PMS): For HNI clients seeking concentrated, active portfolio strategies with direct equity and other advanced instruments.
  • Alternative Investments: Access to and advisory on Alternative Investment Funds (AIFs), Private Equity, and Structured Products.
  • Fixed Income & Debt Instruments: Advisory on Corporate FDs, Bonds, and Debentures.uild and maintain disciplined, high-performing portfolios.
Become a client

Comprehensive Tax Solutions

We employ proactive, year round strategies to minimize your tax liability through smart investments and financial decisions.

Specific Services:
  • Capital Gains Tax Planning: Strategies to manage LTCG/STCG from equities, real estate, and other assets.
  • Investment Solutions in India: Mutual Funds, PMS, AIF, Gift City and Real Estate.
  • Tax-Efficient Withdrawal Strategies: Planning for retirement and other income needs to minimize tax impact.
  • Tax Return Filing Assistance (coordination with your CA or through affiliated experts).
Become a client

Insurance & Risk Management

A foundational service to protect your family and assets from life’s uncertainties.

Specific Services:
  • Life Insurance Analysis & Term Plan Advisory.
  • Health Insurance Portfolio Review (Family Floater, Critical Illness, Top-up Plans).
  • Personal Accident & Disability Insurance.
  • Asset Insurance (Home, Motor, etc.).
Become a client

Loan & Credit Advisory

Unbiased advice to help you secure the best debt solutions, turning liabilities into strategic tools for wealth creation.

Specific Services:
  • Home Loan Advisory: Sourcing, negotiation, and balance transfer strategies.
  • Loan Against Property (LAP) & Securities (LAS): Advisory on leveraging existing assets for liquidity.
  • Business Loan Advisory.
  • Debt Consolidation Strategies for personal loans and credit card debt.
Become a client

Real Estate & Asset Advisory

Strategic advice on one of the most significant asset classes in an Indian portfolio.

Specific Services:
  • Real Estate Investment Advisory.
  • Home Purchase Advisory & Due Diligence.
  • Property Management & Rental Yield Optimization (especially for NRIs).
Become a client

NRI Wealth Management

Specialized, end to end financial services for Non-Resident Indians, managing the unique challenges of cross-border finance.
Specific Services:
  • NRI Account Setup: Guidance on NRE, NRO, and FCNR accounts.
  • Investment Solutions in India: Mutual Funds, PMS, AIF, Gift City and Real Estate.
  • Repatriation & Remittance Strategies.
    • Cross-Border Tax Planning: DTAA advisory, TRC assistance, and NRI tax filing support.
    • Return-to-India (Relocation) Financial Planning.
    • Succession Planning for NRI-Owned Indian Assets.
Become a client

Legacy, Estate & Succession Planning

Ensuring your wealth is protected and transferred according to your wishes, with minimal legal and tax complications.

Specific Services:
  • Will Drafting & Registration (coordination with legal partners).
  • Creation of Private Family Trusts.
  • Inheritance & Estate Tax Planning.
  • Business Succession Planning for entrepreneurs and family businesses.
Become a client

Treasury Management

Tailored services for professionals and business owners with complex compensation and wealth structures.

Specific Services:
  • Employee Stock Option Planning (ESOPs, RSUs).
  • Management of Concentrated Stock Positions.
  • Liquidity Event Planning (Pre-IPO and Post-IPO advisory).
Become a client

The MLR Wealth Difference:

Our Goal Management Process

Discover & Define

We conduct in-depth conversations to understand your life, values, and financial aspirations.

Analyze & Strategize

We assess your current financial health and construct a customized, multi-faceted plan.

Implement & Execute

We assist in the seamless execution of the plan, from product selection to paperwork.

Monitor & Adapt

We provide ongoing monitoring, regular reviews, and proactive adjustments to keep you on track as your life and markets evolve.

Ready to Stop Worrying About Money and Start Achieving Your Goals?

Partner with MLR Wealth as your dedicated Goal Managers. Let's build your future, together.

Become a Client

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.

©2025. MLR WEALTH. All Rights Reserved.