Through our wealth management services, we provide holistic investment solutions to our clients. Our clients take us in as trusted partners in their endeavour to preserve and grow their wealth.
With you, in every stage of your journey:
• Assessing long term goals
• Investment Framework creation
• Review of existing investments
• Asset Allocation
• Portfolio construction aligning to your goals
• Selecting securities to build your portfolio
• Setting up your investment account
• Online investment execution options
• Customized investment accounts
• Portfolio reports, anytime, anywhere, on any device
• Audited Investment Accounts
• Investment Taxation Reporting
• Periodic reassessment of goals
• Tracking progress vis-a-vis target
• Regular review of investment portfolio
• Portfolio re-balancing based on valuations
And more ...
We start engaging with our clients as wealth managers, but earn our way into helping them with a wide range of associated services such as alternative investment advice, taxation optimization. Our capabilities extend beyond investment management, which enables us to help our clients in all aspects of their financial lives.
Where sound advice meets ease of investing!
Our strong research capability, combined with our time tested process, is designed to deliver value to our clients. We understand that our clients run busy schedules and appreciate transparent advice and hassle-free investing.
We have created solutions that enable us to manage portfolios on an individual level, based on each client’s requirement and risk profile. Our customizable managed solutions bring advisory and ease of execution together for our clients’ benefit.
We are a Securities and Exchanges Board of India (SEBI) registered portfolio management services provider (SEBI Registered PMS Service Provider ID - INP000002833 )
Customizable Managed Account Services
Discretionary Portfolio Management Services where we play the role of a Fund manager and execution facilitator for our clients.
Non Discretionary Portfolio Management Services where we play the role of a pure advisor and execution facilitator
Pure advisory solutions where we provide tailored advisory only solutions
Benefits of our Managed Account Solutions
Comfort of a regulated environment and custodial investment accounts
Tailor-made portfolios that suit our clients’ objectives
Independent audit of investment accounts. Ensures transparency and credibility of transactions
Overall , we serve over 1,130 client families and currently manage over Rs.9,868 cr as assets under advice. Our clients include successful professionals, entrepreneurs and businesspersons, Non-resident Indians and high net worth individuals. We also work with some of the largest private investors in India.
Our clients describe us as dependable, trustworthy and knowledgeable. We have had the good fortune of earning their trust over the years and partnering in their life plans. More than 60% of our clients have been with us for more than 5 years; we consider our clients’ trust our highest form of recognition.