Institutional Asset Class
Why mutual funds make the ideal retention instrument.
Regulated by SEBI, valued daily on AMFI, and liquid within 48 hours — mutual funds combine safety, market compounding, and complete transparency in a format no other corporate benefit vehicle can match.
The Investment Case
Five reasons institutional mutual funds surpass other perks.
Daily NAV Transparency
Net Asset Value is published every business day by AMFI. Employees and finance teams track the exact rupee valuation of their benefits continuously. Zero subjective valuation formulas or opaque spreadsheets.
SEBI Statutory Protections
All transactions route through Aureva Capital (ARN-346247), an AMFI-registered distributor. Assets are held by regulated custodians (e.g. HDFC Bank, Deutsche Bank, SBI-SG) with complete segregation from platform risk.
Real Compounding Over Time
Over typical 2-to-4 year vesting horizons, professionally managed mutual funds compound far ahead of fixed deposits and salary increments, creating meaningful life-changing wealth for your key performers.
Tailored Risk Profiling
Choose conservative debt for capital preservation, balanced advantage for steady growth, or large-cap index funds for maximum long-term upside. Align the risk profile with your employee demographic.
Guaranteed T+2 Liquidity
Upon milestone approval, fund units are redeemed on the exchange with funds credited directly into the employee's bank account within 2 business days. Zero secondary buyer searches or exit delays.
100% Forfeiture Recycling
If an employee exits early, unvested mutual fund units are simply redeemed back to the employer's designated corporate bank account. Principal and accrued market yield remain completely protected.
Curated Portfolios
Three institutional baskets engineered for retention.
Every scheme in VestPlus undergoes stringent quantitative evaluation by Aureva Capital's research team, screening for AUM size, rolling alpha, low expense ratios, and institutional stability.
Prioritizes high safety and capital stability. Ideal for shorter vesting horizons (12–18 months) and conservative finance committees.
- Banking & PSU Debt Funds
- Corporate Bond Funds (AAA)
- Low Duration Debt Funds
Dynamically manages equity and debt allocation to capture market upside while cushioning against drawdowns. Our most popular corporate tier.
- Balanced Advantage / Dynamic Asset
- Multi-Asset Allocation Funds
- Equity Savings Funds
Designed for high-impact key talent and leadership cohorts with 3+ year horizons. Captures the compounding growth of India's top 100 enterprises.
- Nifty 50 Index Funds
- Nifty Next 50 Index Funds
- Large & Midcap Equity Funds
* Statutory Notice: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance does not guarantee future results.
Custody & Safety
Zero platform risk. Direct institutional ownership.
VestPlus operates as technology infrastructure. Your capital is never commingled into third-party wallets or unregulated bank accounts.
All folios are created under your company's registered Unique Client Code (UCC) through the National Stock Exchange (NSE) / BSE mutual fund platform.
Settlement occurs directly between your authorized corporate bank account and the respective Asset Management Company. VestPlus never touches client funds.
Official statement of accounts are issued by SEBI-registered RTAs (CAMS and KFin Technologies), providing an independent, legally binding proof of ownership.
Design your company's custom fund basket.
Schedule a consultation with an Aureva Capital wealth specialist to review historical risk-adjusted metrics and design a basket suited for your team.