What we
offer
We offer an integrated suite of services that will help you and your family live a fulfilling life
Advisory services
Wealth management & Investment Advisory
- Wealth management & Investment Advisory
- Client centric business model devoid of conflict of interest
- Open Architecture led full suite of products
- Risk profiling led asset allocation
- Portfolio construction and product recommmendation(s)
- Periodic portfolio reviews
Taxation
- We work with marquee tax advisory firms and refer our clients to these firms in case our clients need tax advise
Compliance
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Complying with new laws and regulations being introduced periodically may pose a challenge for several investors -
We refer our clients to subject matter experts and help ensure compliance
Wealth management services
Non-Discretionary PMS
Open Architecture Led full suite of products and services
Leading Bank acting as custodian of client assets and offering custody and fund accounting services
One stop execution across all products with a single glance statement that can be used for a portfolio review periodically
Trust Multi Asset strategy: Model portfolio approachTrust Consult strategy: Customized investment solutions
Financing
We work with a partner to help fulfil the financing needs of our clients
- Home loan / Loan against property
- Personal loan
- Business loan
- Loan against securities
- Promoter financing
- ESOP funding
Real estate
We work with a global real estate company and help our clients buy, sell or lease residential and commercial properties
Proctection
We work with insurance partners to address the savings & protection needs of our clients
- Life Insurance
- Health Insurance
- General Insurance
Offshore solutions
- Investments under the Liberalised Remittance Scheme (LRS)
- Access to products across different geographies
Legacy Services
Succession planning
We refer our clients to a subject matter expert and then work jointly with the expert and our client to deliver the specific ask from each client
- Ring fencing personal assets
- Passing on wealth to the next generations
- Providing for special needs of a family member
- Creation of Trusts
Next generation education
Clients who are interested in getting their younger generation to learn the nuances of investing and wealth management can take advantage of our next generation series where we educate participants through class room led sessions leveraging our experience in financial services
- Relevant programs through a class room setting
- Focus on managing family wealth
Philanthropy
We work with insurance partners to address the savings & protection needs of our clients
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Every donation is closely monitored and reports are provided to clients on a periodic basis -
This ensures correct placement and utilisation of your generosity.