Mutual Funds
SIPs, lump-sum, SWPs and goal-linked portfolios built around your time horizon and risk profile.
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Mumbai · Nariman Point · Est. 2003
Where wealth
Where wealth
meets quiet clarity.
For HNI families, business owners and senior professionals across India who want the whole financial picture — investments, insurance, liquidity and legacy — understood together, not sold in pieces.
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Practice founded
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Years in the market
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HNI-focused service
Kuresh Morbiwala
Founder & Principal Consultant
Founder & Principal Consultant
Meet Kuresh Morbiwala.
Kuresh founded Summarise Corporate in 2003 on a simple conviction: most clients are underserved — not for lack of good investments, but because no one connects the dots between their savings, protection, goals and vulnerabilities.
Two decades later, clients describe working with him as having a knowledgeable friend in finance — someone who speaks plainly, thinks long-term, and stays involved well beyond the point of sale.
MBA (Finance)
20+ years in practice
AMFI ARN-78740
IRDAI Agency 00413837
Investments are only one part of the picture. True financial confidence comes from understanding the whole picture — your goals, priorities, risks and responsibilities.
What we do
Four practice areas, one integrated perspective.
We help clients understand their choices across investments, insurance, business continuity and the bigger financial picture — using information and insight, not sales pressure.
Insurance
Life, term, health, critical illness and family protection — explained clearly so you can decide with confidence.
Explore InsuranceIntegrated Perspective
See how investments, protection, liquidity and estate considerations connect — and where each fits in your life.
Explore IFPBusiness Owners
Continuity, liquidity, succession and eventual transition — the considerations most owners don’t plan for early enough.
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30-second self-check
Where do you stand?
Five plain-language questions on the foundations. No numeric score. No recommendation. Just a friendly checklist at the end — and a chat if you’d like to close any gaps.
Foundations Check
Question 1 of 5
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Answers stay on this device.
0 of 5 in place
Here’s where you stand.
Would you like this summary in your inbox?
We’ll email you the checklist plus a plain-language note on how to close any gaps. No newsletter spam — only if you check the box.
Thanks — we’ve got it.
Kuresh will get in touch within one business day. If you’d rather speak now, use the Book-a-Meeting button below.
This is a general educational self-check, not personalised advice. Summarise Corporate is an AMFI-registered Mutual Fund Distributor and IRDAI-Licensed Insurance Advisor and is not a SEBI-Registered Investment Adviser. See our full disclosures.
Our journey
Two decades. One consistent philosophy.
A boutique practice that grew because the way we work stayed the same.
2003
Summarise Corporate is founded
Kuresh Morbiwala starts the practice in Mumbai on the idea that clarity is what most clients are underserved on — not options.
2005
First HNI families onboarded
The boutique model — deliberately limited relationships, deeper conversations — finds its audience.
2010
Insurance advisory added
IRDAI licence extends the practice into protection — because investments alone rarely cover the whole picture.
2015
Business-owner practice matures
Continuity, liquidity and succession conversations become a distinct offering for entrepreneur households.
Today
Serving families across India
Same two people, same operating principles, deeper relationships. Educational content, clearer communication, next-gen conversations underway.
Why Summarise Corporate
An HNI-focused practice, built for the long term.
Personalised attention
We deliberately limit the number of relationships we take on so every client gets the time and depth their situation deserves.
Research-driven insights
Independent research and analysis help you understand market developments, risks and product characteristics — not just headlines.
Clarity through knowledge
We simplify complex financial concepts and product information so you can better understand the choices in front of you.
Trust & transparency
Clear communication and full disclosure of how we’re compensated — commission from AMCs and insurers, not advisory fees.
Relationship over transaction
Meaningful financial progress compounds over decades. We’re here for the long conversation, not the quarterly one.
For substantial wealth
Our service model is particularly suited to families and business owners with ₹1 Crore+ investible wealth who value depth over volume.
Who we serve
Practices tailored to different stages of wealth.
HNI Families
Families with ₹1 Cr+ investible wealth who value personalised attention and long-term relationships.
See how we helpBusiness Owners
SMB and mid-market entrepreneurs looking beyond the business itself — continuity, protection, succession.
See how we helpSenior Professionals
C-suite executives, doctors, lawyers and CAs whose high income needs disciplined long-term structuring.
See how we helpYoung Professionals
Early-career SIP starters getting the foundations right — investing basics, protection, savings discipline.
See how we help
Let’s talk
Ready for the right conversation?
An initial consultation is a chance for both of us to understand fit — no obligation, no product pitch. We’ll listen first, then explain what a relationship with us would actually look like.