Tranquil Portfolio

What Is Tranquil Portfolio?

A premium Passive Index Fund Advisory & Management Service crafted for those who:

  • Prefer not to invest directly in individual stocks
  • Wish to diversify their current equity exposure
  • Seek a simple, smart, and low-cost way to build long-term wealth
  • Want to avoid the emotional stress of active stock-picking

We build portfolios using carefully selected passive equity funds — enabling you to participate in market growth without the complexity or high costs of active management.

Why
Tranquil Portfolio?

  • Active Mutual Funds Are Losing Their Edge: Studies show that a majority of active mutual funds are struggling to beat their benchmarks consistently, especially after accounting for fees and turnover.
  • Too Much Market Noise, Not Enough Clarity: From social media tips to WhatsApp forwards, the modern investor is overwhelmed with conflicting advice — often leading to poor, emotion-driven decisions.
  • Tranquil Portfolio Is Designed to Cut the Noise: We help serious, long-term investors stay focused on wealth-building — not speculation — using globally accepted, academically proven passive investing strategies

Why
Choose Sukhanidhi?

  • SEBI-Registered Investment Advisor (RIA) — pure advice, no commissions.
  • Over 13 years of stock market and advisory experience.
  • Founder-led, client-first philosophy with integrity at the core.
  • Full-fledged support: advisory + execution + review + tax guidance.
  • Trusted by dozens of HNIs, professionals across India.
  • We’re not chasing AUM — we’re nurturing long-term relationships.

What Does
Tranquil Portfolio Include?

  • Curated Passive Fund Portfolio based on your goals, risk profile & horizon
  • Exposure to diversified large-cap, mid-cap, global, and smart-beta indices
  • Optional focus on sectors or themes (if aligned with your plan)
  • Tax-efficient withdrawal strategy for retirees or drawdown seekers
  • Ongoing education & updates to keep you informed, not overwhelmed

Tranquil Portfolio Is
Perfect For

  • Salaried professionals with no time or desire to manage equities directly
  • Retirees seeking market-linked growth with peace of mind
  • HNIs looking to diversify from actively managed funds or PMS
  • NRIs seeking transparent, low-cost equity exposure
  • Business owners who want to outsource investments and stay focused on business
  • First-time investors who want a serious, low-risk start to their equity journey

Seamless
Onboarding Process

  • Schedule a Discovery Call Understand your needs, goals, risk appetite.
  • Payment of Fees Choose a suitable fee model (see next section).
  • KYC & Risk Profiling Digitally verify your credentials and complete regulatory formalities.
  • Custom Portfolio Design Tailored passive fund recommendations to match your profile.
  • Execution Support Assistance with mutual fund platform onboarding & execution.
  • Ongoing Monitoring & Support We stay with you throughout — reviews, rebalancing, tax tips, and more.

Fixed Annual Fee
(Flat Fee Model)</span

Ideal for Retail & Emerging HNIs

₹5L – ₹25L

Portfolio: ₹10,000 – ₹20,000 p.a

₹25L – ₹1Cr

Portfolio: ₹25,000 – ₹50,000 p.a.
  • Predictable and budget-friendly.

AUM-Based Fee

Ideal for HNIs, UHNIs & Institutions

0.50% – 0.75%

of Assets Under Advisory (AUA)
  • Slabs available for larger ticket sizes
  • Aligned with your portfolio’s growth.

Goal-Based Planning Fee

₹10,000 – ₹15,000

For Initial Plan Setup

₹5,000 – ₹10,000

For Annual Review
  • Best for long-term goals like retirement, child education, etc.

Optional Add-Ons
(on request)</span

₹10,000 (one-time)

For Family Portfolio Consolidation

₹5,000

For Mid-Year Portfolio Rebalancing

₹5,000

For Tax-Efficient Withdrawal Strategy

Meet the Mind Behind
Tranquil Portfolio

Vinayak Savanur Founder & Chief Investment Officer Sukhanidhi Investment Advisors
vinayak img

From Chaos to Clarity:

With over 13 years of hands-on market experience, Vinayak has guided hundreds of investors through bull runs, crashes, fads, and noise — always advocating calm, conviction-led investing.

India’s Highest Financial Certification:

Certified Financial Planner (CFP^CM) — the gold standard in financial planning globally — and an MBA in Finance.

SEBI-Registered Investment Advisor (RIA):

A fiduciary bound to act in your best interest. No product pushing. No commissions. Only genuine, client-first advice.

Recognized Expert Voice:

Guest columnist at Moneycontrol and other reputed financial media — bringing credible, actionable insights to a wide audience.

Educator at Heart:

Vinayak regularly speaks at business schools and institutions, educating the next generation on the principles of financial discipline, compounding, and long-term investing.

A Mission to De-Noise Investing:

In a world flooded with hype and herd mentality, he believes in offering clients clarity, peace, and purpose in their investment journey.

Simplify Your
Investing Journey

  • Tranquil Portfolio eliminates complexity, emotions, and the guesswork of active investing.
  • In a world where active mutual funds often underperform benchmarks, and investors are constantly bombarded with noise, FOMO, and fear — we bring peace and purpose to your portfolio.
  • We serve the serious few — those who want to build meaningful wealth over decades, not months. Those who understand that calm compounding, not chaotic chasing, is the real secret to financial freedom.

What
Sets Him Apart?

  • Focused on creating real wealth — not chasing returns
  • Passionate about financial awareness and independence
  • Proven track record of trust and transparency
  • Advocates simple, safe, and sensible investment strategies
  • Deeply committed to making investing calm, consistent, and client-centric

OUR CORE VALUES

Think keeping our clients’ interests in the forefront
Act in the best interests of our clients
Do what’s best for our clients

contact US

  • Sukhanidhi Investment Advisors
  • Sunnidhi, LIG-42 6th Cross, Navanagar, Hubballi-580025
  • Branch Office:
  • 1/53C opposite to KIMS Main Gate, Jayanagar Extensions, Vidyanagar, Hubli-580021​
  • #356 19th F Main, 1st N Block, Rajajinagar, Bengaluru North, Bengaluru – 560010

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© 2022 Sukhanidhi Equity Research & Advisory Services.

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