Wealth. Consulting. Credit.

Northbridge is a wealth management firm based in Kolkata. We help 2,500+ families across India invest through mutual funds, PMS, AIF, SIF, bonds, unlisted shares, and global markets. We also offer consulting and credit services through our specialised practices, directly and through our trusted partner network.

Our minimum varies by service. We work with clients holding ₹10 lakh or more in investable assets with Northbridge for mutual fund engagements. PMS in India has a SEBI-mandated minimum of ₹50 lakh. AIFs require ₹1 crore. SIFs require ₹10 lakh. Global investing through us starts at USD 5,000.

Yes. Northbridge is an AMFI registered mutual fund distributor (ARN-41379). We are also AMFI registered for SIF, PMS, and AIF distribution. All operations comply with AMFI and SEBI guidelines.

Mutual funds are pooled investment vehicles open to retail investors with low minimums. PMS gives you a personalised portfolio of directly-held stocks with a ₹50 lakh SEBI-mandated minimum. AIFs are alternative investment funds (private equity, hedge funds, structured credit) with a ₹1 crore minimum. SIFs are a newer SEBI category sitting between mutual funds and PMS, with a ₹10 lakh minimum and more sophisticated strategies, including long-short positions. We help you decide which fits your goals, horizon, and risk profile.

A Specialised Investment Fund (SIF) is a new SEBI-regulated category introduced to bridge the gap between mutual funds and PMS. SIFs allow more flexible strategies, including long-short positions and derivatives-based hedging, with a ₹10 lakh minimum investment per fund. SIFs are suited for investors who have outgrown traditional mutual funds but are not yet ready for the ₹50 lakh PMS commitment. They sit alongside your mutual fund portfolio, adding sophistication where it makes sense. Northbridge is AMFI registered for SIF distribution and helps clients identify the right SIF strategy based on portfolio fit.

Indian residents can invest up to USD 250,000 per financial year overseas under the RBI's Liberalised Remittance Scheme (LRS). Global investing through Northbridge starts at USD 5,000. We help clients allocate into US equities, global ETFs, and international mutual funds. We handle the LRS paperwork, account setup, tax structure, and currency considerations end to end so you do not have to figure it out yourself.

Our head office is in Kolkata. We serve 2,500+ families across India directly and through our trusted partner offices in Kolkata, Mumbai, Bangalore, Delhi, Hyderabad. Most client work happens digitally, with in-person meetings when needed.

No separate fees are charged to clients directly. Our mutual fund distribution is compensated through standard AMFI-disclosed trail commissions paid by AMCs, which are part of the scheme's expense ratio and not an additional cost to you. PMS, AIF, and SIF charges follow each fund's specific structure (typically a management fee plus performance fee with high-water mark) and are paid to the respective fund managers, not to Northbridge. Detailed fee structures are shared during onboarding so you have complete clarity before committing.

Book a conversation through the form below. We will understand where you are, where you want to be, and recommend the right combination of services. There is no obligation and no sales pitch. Just a clear assessment of what makes sense for you.