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Vivify Wealth Management
Vivify Wealth Management is a bank / wealth / trust based in Mumbai; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Vivify Wealth Management
Vivify Wealth Management is a wealth management firm based in Mumbai, India, with a focus on the Asia region.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
Asia
Country
India
City
Mumbai
Corporate office
Mumbai, Maharashtra, India
Frequently asked questions
How does Vivify Wealth Management charge for its services?
Vivify operates on a fee-only model, charging clients directly — typically an annual percentage of assets under advisory or a flat retainer fee. This structure aligns the firm's revenue with client outcomes and avoids the distributor commissions embedded in regular-plan mutual funds.
Is Vivify Wealth Management a SEBI-registered entity?
Yes, the firm is registered with the Securities and Exchange Board of India as an investment adviser, which imposes a fiduciary duty to act in client interests and disclose all conflicts.
What types of investments does Vivify recommend?
The firm constructs portfolios using direct plans of Indian mutual funds across equity, debt, and hybrid categories, along with SEBI-registered portfolio management services where appropriate. It does not engage in stock-broking or recommend direct equity investments.
Does Vivify offer portfolio management services or only advisory?
Vivify primarily provides advisory services, but may facilitate access to third-party portfolio management services when a client's mandate requires discretionary execution that the firm itself does not perform under its advisory license.
How is Vivify different from India's digital investment platforms?
Unlike self-directed platforms like Zerodha or Groww, Vivify offers personalized, high-touch advisory — designing bespoke asset allocations and conducting manual portfolio reviews — rather than relying on algorithmic robo-advisory or execution-only interfaces.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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