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as on 19 Oct, 12:13 pm

Wealth Distribution

Nurture your wealth, with one steady hand

An AMFI-registered distributor in Surat, holding one family's entire portfolio on a single desk since 2009.

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Corporate Advisory

Where the margin went, and how to get it back

Cost systems, virtual CFO support and compliance discipline for businesses that have outgrown their bookkeeping.

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Two practices, one desk

The business and the family, handled by the same team

Promoters rarely separate the two. We work on both, so a decision in one is never taken blind to the other.

About Pyrramid View products

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2009Serving since

1,200+Families served

35+AMC partners

2Practices, one desk

17Years

Who we are

An hourglass, not a stopwatch

Pyrramid Wealth Distributors was incorporated in 2009 and has operated as a wealth distribution house since 2019. The practice is led by Mr. Jaimin S. Sheth.

Our logo is an hourglass because that is the honest picture of this work. Wealth is not produced by a clever call in a single quarter. It accumulates through instalments that keep going through, paperwork that stays in order, cover that is still in force when it is needed, and records a family can actually find.

We hold two practices under one roof. On one side, AMFI-registered distribution of mutual funds, insurance and lending products for families and individuals. On the other, corporate consulting for the businesses those families usually run — costing, virtual CFO support, compliance and transaction work.

AMFI-registered distributor
Two practices, one relationship
Execution-first, never advice-led
Records kept, not just opened

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What we do

Two practices, one desk

Most of our clients are promoters. Their business and their household finances are not separate problems, so we do not treat them as separate relationships.

Practice 01

Wealth Distribution

For families, individuals and non-resident investors.

We facilitate transactions in mutual funds, insurance and lending products, and we run the servicing layer around them — onboarding, statements, nominations, claims and transmission. Scheme choice remains yours; the operational work is ours.

Mutual fund distribution across a broad panel of fund houses
Life, health and general insurance placement and claim support
Retirement, child milestone and NRI servicing
Loans arranged through partner banks and NBFCs

8 services See wealth services

Practice 02

Corporate Advisory

For SMEs, founders, family businesses and trusts.

Built on cost accountancy discipline, our corporate practice works on the operating layer of a business — what things actually cost, where the margin leaks, what the board records say, and whether the company would survive a diligence.

Management consulting, process audits and SOP design
Virtual CFO, costing systems and profitability reconstruction
Fundraising, IPO readiness, M&A and debt syndication with SEBI-registered merchant bankers
Secretarial compliance and indirect tax consulting

13 services See corporate services

Services

Where most clients start

Mutual Fund Distribution

AMFI-registered distribution across leading fund houses, with paperwork and servicing handled end to end.

SIP Solutions

Set up, modify and keep systematic investments running without the usual mandate and bank friction.

Retirement Solutions

Build a retirement corpus during working years and convert it into a structured payout later.

Management & Business Consulting

Strategy formulation, process audits and SOP design for growing businesses and family enterprises.

Virtual CFO Services

Senior finance capability on a retainer, for businesses not yet ready for a full-time CFO.

Investment Banking & Fundraising

Equity and debt fundraising strategy, financial modelling, pitch material and transaction support.

All 25 services

Give shape to it

Goals have dates, money should too

A goal without a date is a wish. Once a date exists, the instrument, the instalment and the exit route all follow from it — and the paperwork can be built backwards from that day.

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A home the family actually wants to live in
School and university fees that arrive on a fixed date
A retirement that does not depend on the next generation
A daughter's wedding without liquidating the business
Protection that pays when the hospital asks at midnight
A business that can be handed over, not just run

Products

The shelf we distribute from

Product features summarised here are drawn from the offer documents. Always read the scheme document or policy wording before transacting.

Mutual Funds

Pooled schemes across equity, debt, hybrid and index categories.

Product details

Systematic Investment Plan

A fixed amount debited on a fixed date into a chosen scheme.

Product details

Term Insurance

Pure cover that pays a sum assured if the life assured dies during the term.

Product details

Health Insurance

Individual, family floater, senior citizen and top-up hospitalisation cover.

Product details

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Why Pyrramid

Six reasons clients stay

Distribution, stated plainly

We tell you what we are and what we are not. We distribute, we execute and we service. We do not sell advice we are not registered to give.

One desk for the household

Every folio, policy and account in the family sits on one file, with one person who knows it. Not a queue and a ticket number.

The paperwork is the product

Nominations, KYC, mandates, claim forms and transmission. The unglamorous half of this work is the half that decides outcomes.

Cost accountancy roots

Our corporate practice is built on costing discipline, which is why it tends to find margin inside the business rather than outside it.

A partner network with licences

Where work needs a chartered accountant, a company secretary, an advocate or a SEBI-registered merchant banker, we bring one in rather than improvise.

We stay after the sale

The measure of a distributor is the claim, the transmission and the redemption — not the day the cheque was signed.

Empanelment

Our AMC partners

We are empanelled with the asset management companies below and others. Their marks are shown to indicate the schemes we are able to distribute, and do not imply endorsement.

In their words

What clients tell us

“Our SIPs used to stop every time we changed banks. Two years with Pyrramid and not one instalment has bounced. It sounds like a small thing until you realise how much it cost us before.”

Hiren P.Investor, Surat

“They rebuilt our product costing from scratch. Two SKUs we had been pushing hardest turned out to be the ones losing money. That single finding paid for the engagement several times over.”

Nikunj S.Manufacturing, Hazira

“When my father passed away, the folios were scattered across four fund houses. Their team handled the transmission paperwork end to end. I did not have to visit a single office.”

Rupal M.Family client

“We were three weeks from a term sheet and our statutory records were a mess. They worked through it with us. The diligence closed without a single open point.”

Ankit D.Founder, Surat

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