Since 1987
35+ years guiding families through every kind of market.
Private Wealth · HNI Solutions
Wealth, managed with the discipline it deserves.
Bespoke, research-led portfolio strategies to preserve, structure, and grow substantial wealth — for high-net-worth families who expect more.
1987SEBI-Registered Since
8,000+Clients Served
₹800 Cr+Assets Under Advice
Why DIC Wealth
A trusted partner for serious wealth — since 1987.
Affluent families stay with us for decades for one reason: experience, genuine attention, and advice built around them.
Experienced team
Specialists who have managed substantial portfolios across cycles.
Personalised attention
Direct access to advisors who know your name and your goals.
Transparent
Clear reporting and honest conversations about risk — no jargon.
Lasting relationships
Clients stay for decades — and introduce their children.
SEBI-compliant
A regulated framework with the disclosures you should expect.
HNI Services
Most Popular
Tailored Plans
Mandates built around your goals.
PMS
Portfolio Management Services
Discretionary, professionally managed equity portfolios — actively run by dedicated managers and tailored to your goals.
- Personalised, concentrated portfolios
- Active, research-backed decisions
- Direct ownership with full reporting
For corpuses from ₹50 lakh (SEBI minimum). Market risk applies; returns are not assured.
IMP
Investment Management Plan
A goal-based roadmap across instruments — designed, monitored, and rebalanced around your life.
- Goal-based asset allocation
- Ongoing review & rebalancing
- Risk-managed, long-term growth
Designed to manage — not eliminate — risk. Returns are not guaranteed.
Alternative Investment Funds (AIF)
Privately pooled investment vehicles investing in private equity, private credit and hedge strategies for sophisticated investors.
Mutual Funds
Diversified, professionally managed funds across categories.
Exchange Traded Funds (ETFs)
Low-cost, liquid, index-linked investment instruments offering broad market exposure with intraday flexibility.
Our Approach
Research-led, risk-aware, built for the long run.
A disciplined path from first conversation to ongoing partnership.
01
Initial consultation
A confidential, no-obligation conversation about your goals.
02
Understanding your goals
We map objectives, time horizons, and true risk capacity.
03
Portfolio design
A tailored strategy, with rationale and risks explained plainly.
04
Implementation
We put the plan to work efficiently and transparently.
05
Continuous monitoring
Ongoing tracking against your goals, with clear reporting.
06
Reviews & optimisation
Regular reviews to rebalance and refine as life evolves.
Get Started
Let’s talk about your wealth.
Book a confidential, no-obligation consultation with a senior advisor.
Bidhannagar, Durgapur, West Bengal · +91 9333900225 · Futurecapital@live.in