Sale · Bonus · Inheritance
A liquidity event
A company sale, secondary transaction, inheritance or large bonus creates investable capital quickly. The first decision is not what to buy. It is what the money needs to do.
For founders, executives and families
Your money has grown.Has your plan kept up?
Overlapping mutual funds. Vested stock. Cash after a sale or bonus. Each decision may have made sense alone. Together, they can leave you without a clear plan.
See two real examplesSee the whole pictureReduce concentrated riskGive every part a jobLook beyond India
Regulatory identity
Bodh Capital Services LLP is an AMFI-Registered Mutual Fund Distributor (ARN: 363817).
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing.
When we help
Wealth grows in pieces. It still needs one plan.
A sale, a vesting event or years of accumulated investments can leave different parts of your wealth working without a common purpose.
RSUs · ESOPs · Listed shares
Vested stock or RSUs
Employer stock can become a large part of net worth without a deliberate decision to make it one. Career, compensation and capital may now depend on the same company.
Mutual funds · Global exposure
An accumulated portfolio
Funds bought across jobs, market cycles and recommendations can contain several good products while repeatedly taking the same risks.
Case studies
From accumulated holdings to deliberate portfolios.
Two actual engagements. Identifying details adjusted for privacy.
01
Case study
When vested stock becomes most of your net worth
Context
A techie at a US-listed company had approximately ₹5 crore in vested employer stock—nearly 70% of net worth—with a home purchase planned within three years.
Diagnosis
The holding connected accumulated wealth, future compensation and career risk to one company. The house created a separate near-term liability.
Decisions
- Ring-fence the three-year objective
- Reduce concentration through a staged framework
- Retain a defined participation in future upside
Resulting structure
Protected near-term capital · diversified long-term pool · bounded employer-stock exposure
02
Case study
When a collection of funds stopped working as a portfolio
Context
A sound mutual-fund core had become obscured by overlapping themes, limited deliberate small-cap exposure and a Nasdaq-heavy global allocation.
Diagnosis
Recent underperformance was a symptom. The underlying problem was repeated exposure, valuation and the absence of a clear role for each holding.
Decisions
- Simplify large-cap exposure
- Consolidate repeated themes
- Add small-cap risk gradually
- Broaden the global allocation
Resulting structure
Broad-market core · selective growth risk · diversified global exposure · bounded themes
How Bodh works
First understand. Then act.
The process begins with your complete balance sheet—not a product list.
See the whole picture.
Investments, employer stock, business exposure, liabilities, liquidity needs and time horizons belong in the same view.
Give every part a job.
Separate near-term commitments, resilience capital and money that can genuinely compound over a long horizon.
Implement with discipline.
Simplify overlap, manage concentration gradually and select mutual funds and global exposures for a defined purpose.
The practice
A research practice built for consequential decisions.
Bodh is founder-led and deliberately research-intensive. Every recommendation is grounded in portfolio context, product diligence and a clearly stated role for each allocation.
Abhishek has spent more than fifteen years researching businesses, markets and fund managers across public markets, private equity and venture capital.
The practice is built around a relentless pursuit of learning: return to first principles, test what appears settled and revise when the facts demand it.
ObserveQuestionLearnReturn
A straightforward first conversation
A good portfolio can still lack a clear plan.
Tell us what you own, what has changed and which decision is in front of you. We will tell you directly whether Bodh is the right fit.
Request a call