Wealth Management
Crafting exclusive wealth solutions to help grow and protect your wealth.
Crafting exclusive wealth solutions to help grow and protect your wealth.
We understand the complex financial needs of UHNIs (ultra-high net worth individuals), families and corporates, and we offer them unique products and services that can meet their requirements. We leverage our resources and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals.
Our customized services are complemented by our superior execution, robust investment policy framework, rigorous due diligence process with a strong emphasis on picking future winners.
Core Capabilities and Expertise
With our strategic partners, in a swiftly changing global economic and business setting, we commit to add sustainable value to our clients through:
- Strategic and tactical asset allocation services
- Primary and secondary liquidity event management services
- Customized estate and succession planning services
- Trust services
- Financial reporting and auditing services
- End-to-end financial advisory
- Taxation advisory
- Lifestyle advisory
Our Clients
Family Offices
We help manage the fiduciary, trust and estate businesses of multiple families of high repute and provide them with investment prepositions which are differentiated and strategic in value.
Corporate Treasuries
We facilitate corporate to prudently manage their surplus wealth. We have associated ourselves with partners providing corporate treasuries as an investment to our clients.
Ultra-High Net Worth Individuals
We aim to cater to every need of our clients by providing them with customized portfolio recommendations, taxation advice and succession planning. We ensure strong portfolio governance through superior execution, risk mitigation and deployment of continuous monitoring mechanisms.
Product Offerings
DEBT
Our strong network of major debt market participants across banks, corporate treasuries and asset management companies (AMCs) enables us to procure debt products at attractive prices across the yield curve, ensuring adequate liquidity for our clients at all times.
EQUITY
Our deep connects in the equity markets, coupled with our stringent in-house evaluation methodologies, enable us to spot alpha investment opportunities.
ALTERNATES
We, leveraging our ecosystem, provides differentiated investment. Opportunities in private markets. Investors can connect with diverse and renowned private equity (PE) / venture capital (VC) funds and hear directly from promoters in potential investee companies.