Guardians of Capital. Gatekeepers of Access.
We exist for clients who need both access and protection across jurisdictions, and across generations.
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Why Choose FundGuard?
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IFSC Advantage
Regulated presence in GIFT City enabling efficient cross-border capital structuring and global investment access.
Institutional Access
Curated product shelf across India, offshore, and IFSC-domiciled strategies — available typically to institutions and large family offices.
Governance- First
Distributor by design. Advisory by discipline. No proprietary product bias.
Discretion & Confidentiality
Client relationships handled with strict confidentiality and long-term continuity in mind.
Who We Typically Engage With
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Global HNIs & UHNW families
Indian families with offshore structures
Family offices & holding companies
Professionals & entrepreneurs with USD 3m+ deployable capital
How FundGuard works
Risk Filtration
Every product we distribute passes through a multi-layer risk screen before it reaches a client. We assess fund manager track record, fund house governance record, underlying asset quality, and concentration risk so you are never exposed to instruments we haven’t interrogated ourselves.
Structural Soundness
We evaluate whether the legal and operational structure of an investment is appropriate for your specific profile residency status, holding entity, jurisdiction of domicile, and repatriation intent. A product can be well-performing and still be structurally wrong for you.
Tax & Succession Impact
Every investment decision carries a tax consequence and a succession implication. We map both before recommending factoring in LRS limits, FEMA compliance, tax treaty benefits, and estate continuity across jurisdictions. Returns are only one part of the equation.
Liquidity Realism
We believe in transparency about exit. Before you commit capital, we clearly establish lock-in periods, redemption timelines, and liquidity conditions under stress scenarios not just under normal market conditions. No surprises when it matters most.
Alignment with Client Intent
Our final filter is the most important: does this product actually serve what you are trying to achieve? Wealth preservation, cross-border diversification, succession planning, and yield enhancement are different goals and they demand different solutions. We do not recommend until intent is clear.
Cross-Border Advantages
NRIs
(Income Tax, FEMA and Repatriation and Due Diligence)
Resident Indians
(LRS context)
Our Solutions
Fundguard Services IFSC LLP operates strictly as a capital markets distributor, enabling clients to access investment products across jurisdictions. We do not manage assets, run discretionary mandates, or manufacture products.
Mutual Funds
Curated access to domestic and international mutual fund strategies across asset classes, geographies, and risk profiles.
- Large AMCs only
- Emphasis on due diligence
- No fund names on homepage (keep discreet)
Offshore Funds
Access to globally managed strategies across equities, credit, alternatives, and multi-asset solutions through established offshore jurisdictions.
- Large AMCs only
- Emphasis on due diligence
- No fund names on homepage (keep discreet)
GIFT City Funds
Curated access to domestic and international mutual fund strategies across asset classes, geographies, and risk profiles.
Insurance-Linked Solutions
Wealth structuring and protection-oriented insurance solutions used primarily for estate planning, succession, and cross-border continuity—not yield enhancement.
Governance
And Compliance
Regulatory registrations
Distributor role clarity
KYC / AML adherence
Data confidentiality stance
Conflict of interest disclosure
Ready to Start Your Wealth Journey?
Join thousands of satisfied clients who trust us with their financial future
No pressure. No obligation.