Service · Portfolio Management

Portfolio Management

For HNI investors and family offices, we curate diversified real estate portfolios across geography, asset class, and risk profile.

Service Overview

Portfolio Management

Build and balance a real estate portfolio.

When real estate becomes a meaningful share of net worth, treating each asset in isolation stops working. Concentration risk, vacancy, capex cycles, and inheritance planning all need a portfolio view. Our portfolio practice is designed for HNI families and family offices who want institutional discipline brought to a category that traditionally lacks it.

We act as your dedicated real estate desk: tracking performance, recommending rebalancing, supervising tenants and capex, and producing the kind of quarterly reporting you'd expect from any other asset class manager.

Diversification strategy
Asset rebalancing reviews
Tenant and yield management
Quarterly performance reporting

What we deliver

The full scope of this engagement.

Every engagement is scoped, documented, and executed with the same rigor — across all six deliverables below.

Portfolio Audit

Baseline review of every asset: yield, occupancy, condition, market value, and concentration exposure.

Diversification Strategy

A target allocation across geography, asset class, and developer — designed to reduce single-point risk.

Asset Rebalancing

Periodic review of which assets to hold, sell, or upgrade based on yield trajectory and market cycle.

Tenant Management

Tenant sourcing, lease drafting, escalation enforcement, and dispute coordination — handled by our operations team.

Capex Planning

Maintenance and improvement budgets sequenced around lease cycles to maximize yield without unnecessary outlay.

Quarterly Reporting

Performance dashboards covering rental yield, capital growth, vacancy, and benchmark comparisons — every quarter.

How we work

A four-stage engagement, transparently delivered.

01
Portfolio Audit
End-to-end review of holdings: title, yield, occupancy, value, and risk concentration.
02
Strategy Alignment
Define target allocation, return objectives, and the role real estate plays in the wider net-worth view.
03
Operate & Optimize
Tenant sourcing, capex sequencing, vacancy management, and rebalancing trades executed on your behalf.
04
Quarterly Review
Performance against benchmark, action items, and forward-looking allocation recommendations.

Track Record

Numbers that anchor every recommendation.

We invest the same diligence in our reporting that we expect from any other asset class.

₹600 Cr+

Assets under advisory

8.2%

Median net rental yield

Quarterly

Portfolio reviews

Frequently Asked

The questions clients usually ask first.

Both. You can engage us purely as an advisor — or have us manage tenant relationships, capex execution, and reporting end-to-end through our operations partner network.
A flat retainer for advisory, and a transparent percentage of rental income for full operations. No hidden margins on capex or tenant brokerage.
Yes — most portfolios we manage involve coordination with the client's existing CA, lawyer, and wealth manager. We integrate into the existing team, not replace it.