A trusted financial partner guiding you toward sustainable growth and financial independence.
Diversify Your Portfolio with Modern, Risk-Assessed Investment Options
Book ConsultationIn today's evolving financial landscape, traditional investments alone may not be enough to achieve long-term wealth goals. At Wealth & Beyond, we help individuals and businesses across India explore alternative investments like crypto, gold, and other emerging asset classes — all with professional risk assessment and strategic diversification.
Led by CA Jyotika Nalavade, our team brings over 15 years of expertise in financial planning and investment management. We help clients identify opportunities, manage risk, and integrate alternative assets into their broader portfolio — ensuring growth, stability, and long-term security.
Alternative investments provide diversification, reduce portfolio risk, and offer potential high returns. Gold has historically been a safe-haven asset protecting against inflation, while crypto and other emerging assets present high-growth opportunities for informed investors.
At Wealth & Beyond, we help you:
Determine suitable investment portions for gold, crypto, and alternative assets based on your risk profile.
Understand the unique risk characteristics and growth potential of each alternative asset class.
Reduce dependency on traditional markets by strategically integrating alternative investments.
Develop entry, exit, and long-term holding strategies to maximize returns while managing risk.
Our approach ensures that your alternative investments complement your financial goals without exposing you to unnecessary risk.
Digital assets like Bitcoin, Ethereum with high growth potential and volatility
Physical gold, ETFs, Sovereign Gold Bonds for stability and inflation protection
Silver, platinum and other precious metals for portfolio diversification
Jewellery, coins, and bars with tangible asset security
Exchange-traded funds backed by physical gold holdings
Government securities with gold value and interest income
Online platforms for fractional gold ownership and trading
Strategic position sizing and stop-loss strategies for high-volatility assets like crypto.
Ensuring adequate liquidity while maintaining alternative investment exposure.
Optimizing tax implications for different alternative investment vehicles.
Analyzing how alternative assets interact with your core portfolio during market cycles.
We begin by understanding your current portfolio, risk appetite, and investment objectives. Using this data, we create a tailored alternative investment strategy that balances growth potential with risk management.
Comprehensive review of your current investments and risk tolerance.
Create personalized alternative investment plan with optimal allocation.
Execute the strategy with careful selection and timing of investments.
Regular portfolio reviews and rebalancing based on market conditions.
We focus on research-driven recommendations for crypto, gold ETFs, sovereign gold bonds, and other alternative assets. Every investment is analyzed for volatility, liquidity, taxation, and market trends to ensure your portfolio remains aligned with your long-term goals.
Additionally, we provide ongoing monitoring, rebalancing, and reporting — giving you confidence and control while keeping your alternative investments strategically positioned.
Our services cater to investors across India, including Mumbai, Pune, Bangalore, and Delhi, who want to diversify intelligently. We work with:
Seeking high-growth diversification beyond traditional investment options.
Looking to hedge traditional market risk with alternative asset exposure.
Planning generational wealth with a balanced mix of conventional and alternative assets.
Exploring emerging asset classes with professional guidance and safety measures.
No matter your experience level, we help you navigate alternative investments confidently and strategically.
At Wealth & Beyond, we believe diversification is the key to a resilient portfolio. Our expert guidance ensures your crypto, gold, and alternative investments work alongside your core portfolio, enhancing growth while controlling risk.
Crypto is high-risk and volatile. While it offers potential high returns, careful planning, risk assessment, and professional guidance are essential. At Wealth & Beyond, we help investors allocate manageable portions and integrate crypto into a balanced portfolio.
Gold can be invested in multiple ways: physical gold, ETFs, Sovereign Gold Bonds, or digital gold platforms. We guide you on the most tax-efficient, secure, and growth-oriented options based on your financial goals.
Allocation depends on your risk tolerance, age, income, and financial objectives. Typically, alternative assets form 5–20% of a balanced portfolio. We create a personalized plan to optimize diversification and growth.
No. They are meant to complement, not replace, equities, debt, and other core investments. By integrating alternatives strategically, you enhance portfolio resilience while keeping your long-term financial plan on track.
A trusted financial partner guiding you toward sustainable growth and financial independence.
This website is for informational purposes only and complies with ICAI guidelines. Client confidentiality is strictly maintained.