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Your personal wealth manager, for all your financial goals

Daulat is a tech-enabled, wealth-management service that helps you invest better. Our wealth experts understand your unique life situations and recommend you relevant investment solutions.

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Who we are

Wealth Management for every Indian

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Personalised for You​

Simple and easy-to-understand multi-asset portfolios designed for you.
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Transparent

Know exactly where and how we invest your money and pay nothing extra ever

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100% Digital

Hassle-free digital transactions — anytime, anywhere.
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Data-driven

Investment decisions guided by industry-leading data analytical tools.

100% Secure Investments.

We do not collect or hold your money in our account.

We use BSE’s transaction platform to transfer the funds directly to the AMCs which ensures it always remains safe and secure. 100% secure. 

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CALCULATORS

Grow your wealth with the power of compounding.

  • SIP Calculator
  • Lumpsum Calculator
  • Goal Calculator
Returns if you had instead invested in
Savings Bank   ₹ 28,08,477
FD   ₹ 28,08,477
PPF   ₹ 28,08,477
Returns if you had instead invested in
Savings Bank   ₹ 28,08,477
FD   ₹ 28,08,477
PPF   ₹ 28,08,477
Due to inflation, the goal amount in 10 years would increase from ₹ 25,000 to ₹ 28,000.
  • SIP
  • Lumpsum
  • Goal
Returns if you had instead invested in
Savings Bank   ₹ 28,08,477
FD   ₹ 28,08,477
PPF   ₹ 28,08,477
Returns if you had instead invested in
Savings Bank   ₹ 28,08,477
FD   ₹ 28,08,477
PPF   ₹ 28,08,477
Due to inflation, the goal amount in 10 years would increase from ₹ 25,000 to ₹ 28,000.
Performance

Our DMAS™ portfolios have delivered higher returns with lower risk

Back-tested data as on 31st January 2023. Past performance is no indication of future results.
Minimum SIP investment is the least amount required to invest in the portfolio as per the weights.
Performance

Our DMAS™ portfolios have delivered higher returns with lower risk

  • Conservative
  • Moderate
  • Balanced
  • Growth
  • Aggressive

Conservative

DMAS-portfolios-Conservative-calculator

5 Year Mean
Returns

12.50%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
31%
• India Equity
31%
• U.S. Equity
0%
Debt
55%
Cash and Equivalents
14%

Conservative

DMAS-portfolios-Conservative-calculator

5 Year Mean
Returns

12.5%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
31%
• India Equity
31%
• U.S. Equity
0%
Debt
55%
Cash and Equivalents
14%

Moderate

best-moderate-plans-by-DMAS-portfolios

5 Year Mean
Returns

13.90%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
41%
• India Equity
41%
• U.S. Equity
0%
Debt
47%
Cash and Equivalents
12%

Moderate

highly-reputated-wealth-management-company-india

5 Year Mean
Returns

13.9%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
41%
• India Equity
41%
• U.S. Equity
0%
Debt
47%
Cash and Equivalents
12%

Balanced

higher-returns-with-balanced-risk-level

5 Year Mean
Returns

16.03%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
50%
• India Equity
50%
• U.S. Equity
0%
Debt
40%
Cash and Equivalents
10%

Balanced

higher-returns-with-balanced-risk-level

5 Year Mean
Returns

16.03%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
50%
• India Equity
50%
• U.S. Equity
0%
Debt
40%
Cash and Equivalents
10%

Growth

DMAS-plans-for-better-growth-plans

5 Year Mean
Returns

17.89%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
62%
• India Equity
58%
• U.S. Equity
4%
Debt
30%
Cash and Equivalents
8%

Growth

wealth-management-services-india-by-daulat

5 Year Mean
Returns

17.89%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
60%
• India Equity
58%
• U.S. Equity
4%
Debt
30%
Cash and Equivalents
8%

Aggressive

DMAS-for-risk-graph-higher-returns-with-lower-risk

5 Year Mean
Returns

26.90%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
80%
• India Equity
51%
• U.S. Equity
29%
Debt
15%
Cash and Equivalents
5%

Aggressive

top-rated-wealth-management-company-india

5 Year Mean
Returns

26.9%

Minimum SIP
Investment

50,000

Annual
Fees

0

Asset allocation

Equity
80%
• India Equity
51%
• U.S. Equity
29%
Debt
15%
Cash and Equivalents
5%
Back-tested data as on 30 September 2021. Past performance is no indication of future results.Minimum SIP investment is the least amount required to invest in the portfolio as per the weights.
RISK ASSESSMENT

But first, what is Risk?

Risk is at the foundation of investing, yet it is one of the most misunderstood concepts.

Consider your daily life routine like crossing the road or driving to work. There is always a risk of getting hit by a vehicle or having an accident. However, that doesn’t mean we avoid doing them. Instead we have found ways of minimizing that risk by driving safely or being more careful while crossing.

Investments are similar. There is always some risk which is inherent to investing in the markets.

Risk is at the foundation of investing, yet it is one of the most misunderstood concepts.

Let’s understand that with a easy example. Consider your daily life routine like crossing the road or driving to work. There is always a risk of getting hit by a vehicle or having an accident. However, that doesn’t mean we avoid doing them. Instead we have found ways of minimizing that risk by driving safely or being more careful while crossing.

Investments are similar. There is always some risk which is inherent to investing in the markets. 

How much risk can you take? Find out here.

Not everyone can afford to take the same risk. Our Risk Assessment Test can help you understand your unique risk profile.

daulat-Risk-Assessment-Test-calculator
HOW WE DO IT

Portfolio-first approach to growing your wealth.

high-performing-fund-plans-by-daulat-experts

In India, a common trend is to focus on individual, high-performing funds. However, by evaluating them in isolation and accumulating lots of it, you expose your investments to unintended risks.

We consider your risk-profile, financial goals and unique life situations — and then pass the various funds through our filters to recommend you best-suited model portfolios

ONBOARDING

5 easy steps to help you get started in 5 minutes

Digital Client on-boarding

Risk Profile establishment

Asset Allocation decision

Portfolio suggestion

Portfolio execution

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ONGOING SUPPORT

We do the hard work. So you don't have to.

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Modern client-first app

Be in complete control of your account and purchase/redeem your investments straight from the app.

Portfolio rebalancing

If your investments move too far away from your original strategy, we’ll make the necessary changes to keep you on track.
Portfolio-rebalancing-chart-by-daulat
Timely-advise-and-guidance-by-daulat-experts

Timely advise and guidance

Feeling anxious seeing your portfolio? We’ll mentor you to make sure you are comfortable with the market ups and downs.

Our Partner AMCs

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Trusted by some of India's smartest

Your questions, answered!

DMASTM stands for Daulat Multi-Asset Solutions. These are all-in-one portfolios that combine different investments into a single, expertly-managed package.  

DMAS TM  portfolios are implemented with a suite of expertly-curated mutual funds and fund-of-funds blending both active and passive exposures for investors. 

We use industry-leading data and analytical tools like Bloomberg Terminal, Refinitiv Eikon etc. that collectively cost over 25 lakhs per year to access. And we bring the benefits of these to you for FREE – at no extra cost. 

What we do is complicated. What you will do is really not. You just have to answer a few questions and we will build a personalized investment portfolio for you suited to your risk profile. That’s it! You are ready to start your investment journey with us. 

Yes, Daulat is registered with Association of Mutual Funds in India (AMFI) in compliance with SEBI’s regulatory guidelines. And each of the underlying investments in a DMAS TM portfolio is registered with SEBI. 

We are working hard to build our own world-class investment app. Until then, use our technology partner i.e. AssetPlus’s app to start investing. Just sign-up and one of our  experts will get in touch with you to do the rest. Bada bing!

100%. Not one bit less. You will transfer funds directly to BSE which in turn will then pass it on to the AMCs. No one else comes between you and your hard-earned money. Not even Daulat. Learn more about our security here. 

Risk Assessment Test