2019
Founded
A relationship, built to last.
A structured process, a full portfolio view, and a long-term approach built around your family’s interests.
The process
Four steps to a relationship.
A few long conversations, then a written record of where you stand, then the work begins. The order matters.
01
Conversation
It starts with listening.
A few long conversations before anything is proposed. The goal is the real picture — what you own, what you owe, what’s committed, what matters most over the long term.
02
Full picture
Where you stand, in one view.
Accrue consolidates your existing holdings in one view: mutual funds, PMS, AIFs, FDs, international portfolios, real estate. Every holding, wherever it sits — including assets not managed by Accrue.
03
Direction
A clear direction.
A plain-language record of what the family is trying to achieve and what the capital is meant to do over the next five to ten years. A shared understanding, stated simply.
04
Execute
The right products, from an open shelf.
Mutual funds, AIFs, PMS, GIFT City structures, international ETFs, private credit, SIFs, REITs — chosen from across manufacturers, not limited to a single product house.
How Accrue is paid
Complete transparency on how Accrue is paid.
Accrue is an AMFI-registered mutual fund distributor (ARN 162637 · APRN 02629). When a family invests through Accrue, Accrue earns a distribution commission from the product manufacturer — the AMC, PMS, or AIF — as permitted under the regulatory framework.
These commissions are paid by the manufacturer, not charged to you directly.
OUR COMMITMENT
Accrue’s distribution model is built on independence. This means:
- —Accrue does not accept gifts, trips, or non-financial incentives from any product manufacturer.
- —Accrue is not owned by, affiliated with, or funded by any AMC, PMS, or AIF.
- —Accrue does not accept marketing subsidies or co-branding arrangements from product houses.
- —Evaluation and comparison are based on Accrue’s own analytical framework — independent of commercial relationships.
AMFI-registered · Independent · Open Architecture
100+
Indian pincodes served
AMFI
Registered distributor · ARN 162637
Ready?
Start with a conversation.
A 30-minute call to understand your situation and assess whether there is a mutual fit.