Investment Solutions
Flexibility, transparency, and execution across asset classes
Ringside view of emerging opportunities and exclusive offerings
Curated for you from a network of best-performing fund houses.
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Products
Equity
An overwhelming part of HNI portfolios consists of direct equity. Get the most updated and relevant research suited to your investment plan along with an integrated online platform.
DEBT
Fundamentally safe bonds and debentures can cushion your portfolio and generate a high yielding fixed income stream. Analyze relative performances, see 360-degree portfolio yields and access advance digital tools.
MUTUAL FUNDS
Unparalleled access to insights on mutual funds, comparison tools, curated choices, and expert guidance to opt for the most appropriate scheme for individuals, family offices and corporates.
PORTFOLIO MANAGEMENT
More than hundred schemes analyzed by our dedicated team to arrive at the right choices for you. Exclusive PMS providers and innovative structures are reserved for you to get the first starters advantage.
ALTERNATE INVESTMENTS
Well-researched and handpicked venture capital funds with high quality management teams will provide your portfolio with ample diversification opportunities and participate in the new wave of megatrends.
FIXED DEPOSITS
Enhance the safety of your portfolio with a select few of the safest fixed deposits from the highest rated issuers in the country with strong balance sheets and liquidity positions.
Financial Planning
Along with a relationship manager who assists you through your investment journey, you can consult leading wealth experts and domain specialists for financial planning, investment guidance, and more complex planning needs.
Wealth Services
ESTATE PLANNING
It is of paramount importance to deeply understand the dynamics and values of each family while ensuring protection and creation of inter-generational wealth. Benefit from our partnerships with leading experts to create wills and trusts and get the right advice to create agile transmission structures.
OFFSHORE OPPORTUNITIES
Explore the breadth of global opportunities both in public and private markets. Benefit from geographic diversification and growth stages of different economies through currency weighted strategic guidance and transactional support.
TAX PLANNING
Innovative tax saving solutions ensure that you get the highest possible value from your portfolio. All aspects of tax efficiency are built into our wealth management processes.
PHILANTHROPY
A growing need among affluent investors and corporations, we assist you in bringing you a wide spectrum of choices to make a difference by giving meaningfully. Create a lasting impact and plan long term commitments by working with the best experts in field through our network.
Our emphasis on strong portfolio governance, regular monitoring of family-wide portfolios, seamless execution, compliance, and risk management support make us a preferred choice for family offices. Beyond finance the needs to live a prosperous life are met with our exclusive tie-ups with boutique firms providing great luxury lifestyle service
