Elite Portfolio Strategy.
Not Just for the Elite.
SEBI-registered advisory. Direct mutual funds. Zero commissions. Built for every serious Indian investor — not just HNIs.
“Top 1% investment strategy. For every Indian.”
SEBI RIA Registration No. INA000017639 · Regulated · Fiduciary
Generic advice
costs you more than you think
Apps give everyone the same portfolio. HNI services gate-keep with minimum ticket sizes. Univest Premium closes the gap.
One-Size-Fits-All Portfolios
Algorithm-driven platforms ignore your goals, tax bracket, and life stage. Your portfolio shouldn’t look like everyone else’s.
Commission-Driven Bias
Regular mutual fund distributors earn from every scheme they recommend. Their incentive isn’t your returns — it’s their commission.
No Active Rebalancing
Markets shift. Goals evolve. A portfolio built once and forgotten silently drifts — and quietly underperforms.
HNI-Only Advisory
Top-tier SEBI RIA advisory has always required a large corpus to access. Univest Premium removes that barrier entirely.
The Numbers
Speak Clearly
3-Year CAGR — Univest Premium advisory portfolios vs Nifty 50. The difference compounds.
* Past performance is not a guarantee of future returns. Data as of FY2024. SEBI RIA INA000017639.
From First Call to
Optimised Portfolio
Four steps to a personalised, actively managed mutual fund strategy.
We Understand You First
Income, goals, risk profile, existing holdings, tax situation — your complete financial picture mapped before a single recommendation.
1-on-1 Strategy Session
Your SEBI-registered advisor builds a tailored mutual fund strategy around your goals. No templates. No shortcuts.
Direct Fund Implementation
Your portfolio activated in direct mutual funds — zero distributor commission, maximum returns to you.
Active Monitoring & Rebalancing
Quarterly reviews, market-cycle adjustments, unlimited support — we actively manage so your portfolio stays aligned to your goals.
Everything Serious Investors
Deserve. Finally Accessible.
With Univest MF Premium, you get institutional-grade advisory at a flat fixed fee — no commissions, no hidden charges, no conflict of interest.
SEBI-Registered RIA Advisory
Advice from a licensed, regulated fiduciary — legally bound to act in your interest. Not a distributor, not an agent.
Regulated · INA000017639Complete Portfolio Analysis + Active Rebalancing
Your entire portfolio reviewed holistically. We identify gaps, overlaps, and drift — and rebalance proactively as markets move.
Active ManagementQuarterly 1-on-1 Calls with Your RIA
Track performance, review strategy, adjust for life events. Your advisor knows your name — not just your folio number.
Dedicated AdvisorFlat Fixed Fee — No Commissions
A single transparent fee for 12 months of advisory. No commissions, no trail fees, no hidden charges — completely unbiased advice.
Transparent PricingDirect Mutual Funds Only
We invest exclusively in direct plans — eliminating distributor commissions and adding an extra 1–1.5% returns annually directly to your portfolio.
+1–1.5% CAGR Advantage100% Ownership. Full Control.
Your money never moves to us. Investments remain in your account, in your name — we only advise, you always retain complete ownership.
Your Funds, Your AccountGoal-Based Portfolio Optimisation
Not just investing — actively aligning every rupee to your specific goals: retirement, child’s education, wealth creation. Strategy with purpose.
Goal MappingFlexible Investing with Dedicated Support
Top up your investments anytime in 12 months — at no extra cost. Anytime guidance, query resolution, and execution support included.
Flexible · No Extra ChargesQuestions We Always Hear
One Flat Fee.
No Commissions. No Surprises.
A single annual advisory fee — no percentage of AUM, no trail commissions, no hidden charges. Pure fiduciary advice.
Flat fixed fee · No corpus minimum · No commissions
- ✓SEBI-Registered RIA Advisory (INA000017639)
- ✓Complete portfolio analysis + rebalancing
- ✓4 quarterly 1-on-1 calls with your advisor
- ✓Direct mutual funds only — zero distributor cut
- ✓Goal-based portfolio optimisation
- ✓Unlimited top-ups, no extra charges
- ✓100% fund ownership — always in your account
- ✓Dedicated support year-round
* Fee amount revealed on your free expert call. No obligation.
Your Portfolio Deserves
Expert Attention
Book a free, no-obligation call with a SEBI-registered advisor. We’ll review your current portfolio, identify gaps, and show you exactly what Univest Premium can do for your goals.
No commitment required · Free portfolio review included · SEBI RIA INA000017639