One desk for the whole family portfolio — held, tracked and serviced together.
Most families do not have one portfolio. They have a folder of old fund statements, two insurance files, a fixed deposit at the bank, a demat account someone opened in 2014, and a property paper in a locker. Pyrramid Wealth Distributors brings all of it onto one servicing desk so the household can finally see what it owns.
We are a distribution and execution house. We help you consolidate holdings, keep folios in order, execute transactions across asset providers, and stay on top of paperwork, nominations and statements. Where a decision needs a licensed professional — a chartered accountant, a SEBI-registered investment adviser or a legal counsel — we coordinate with our partner network rather than step outside our mandate.
What this covers
- Consolidation of scattered folios, demat holdings and physical records into one view
- Family-level reporting across members, so household exposure is visible in one statement
- Transaction execution across mutual funds, deposits, insurance and lending products
- Nomination, KYC and records hygiene kept current across every folio
- Coordination with your chartered accountant and legal counsel at the family's request
- A named service contact who knows your file, instead of a call-centre queue
How we run it
Consolidate
We map everything the household already holds before a single new transaction is discussed.
Execute
Purchases, switches, redemptions and claims are processed and tracked to completion by our desk.
Maintain
Folios, nominations and contact records are reviewed so nothing goes stale or unclaimed.