Since 2016, Shri Masun Financial Services has helped Corporates and Ultra High Net Worth Individuals build disciplined portfolios across Mutual Funds and Alternative Investment Funds — matched to the right asset allocation, not the loudest trend.
Our name says it plainly. Shri — resplendence, wealth and prosperity. Masun — safeguarded and well-protected. Every portfolio we build has to earn both words.
We start with your surplus, your horizon and your obligations — then map them to suitable asset classes. The fund shortlist comes last, never first.
Corporates and UHNI families get the same coverage a large private bank offers — from a partner-led team that actually picks up the phone.
Two disciplined building blocks, distributed through relationships we have held for years across the Indian market.
Mutual Funds
Pooled, professionally managed portfolios of stocks, bonds and other securities. Diversification lowers concentration risk while skilled fund managers do the security selection — a clean entry point for first-time and seasoned investors alike.
See the MF approach
Alternatives
Privately pooled vehicles that deploy capital into a defined strategy — equity, debt, real estate or other alternative assets. Structured diversification for portfolios that have outgrown traditional allocations.
See the AIF approachShri Masun Financial Services is a Registered Partnership Firm started in 2016. We have managed a peak AUM of over ₹1000 Crores and an average AUM of over ₹500 Crores across Mutual Funds and Alternative Investment Funds.
We wish for all our clients to flourish with wealth and prosperity by safeguarding their investment surplus — investing it into the asset allocations that genuinely suit them.
Read our story
A short, no-obligation conversation about your current allocation across Mutual Funds, AIFs and the broader market — and where it could be doing more, with less risk.
