DIRECT EQUITY | MUTUAL FUNDS 

BONDS & FD'S | ALTERNATE ASSETS

 

We understand the need for financial discipline in creating and preserving wealth. Thus, we follow a proprietary process of first defining financial needs then determining risk appetite and finally doing asset allocation methodically. This process is reviewed periodically to keep up with the ever evolving needs of the clients and opportunities poised by the financial world.

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Unbiased Open Architecture; We are solely focused on achieving financial goals for our clients, thus we operate in an open architecture, sourcing the best fund managers and investments idea for our clients. 

 

Performance Monitoring; Once the investment goal is defined and asset allocation done, your portfolio is tracked meticulously by our system and reviewed periodically for performance.

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Risk Management. Based on extensive ongoing research, we are able to reduce the risk in our client portfolios thereby, optimizing the return per unit of risk taken by our Private Clients.

BUSINESS  | HOME | COMMERCIAL | CONSTRUCTION FINANCE 

 

Whether you are looking to raise capital for your business or in your individual capacity, our experienced credit solutions team will offer quick & cost efficient solutions to meet your needs

Credit is an important and critical tool as client may require external financing in various situations. At times the need may be to create liquidity to meet personal or business commitments. This can be done from raising money against strategic assets rather than selling them. Similarly, financing may help acquire newer assets with minimal participation of own funds. Sometimes, financing needs are rather short term, thus taking leverage as a bridge between cash flow can capital commitments is best for clients or their businesses As an open architecture platform we work with the best financiers in the market to meet our client needs.

REITS | ICD'S | LEASED ASSETS

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Alternate assets such as real estate have traditionally been a large part of any family’s wealth or holdings. We optimize and effectively manage a client’s real estate portfolio by achieving the right mix of investments. Comprehensive understanding, due diligence, advisorry and execution approach allows the team to add value and differentiate themselves from the usual short term transaction driven approach.

We pioneer in structured real estate deals and investment structures with select developers. We provide real assets advisory in

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• Structured Collateral Based Investments

• Yielding Assets (Pre-rented commercial & residential real estate)

• Return Based Investments

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LIFE | NON LIFE

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Looking to protect yourself, your loved ones, your assets or looking at health insurance, ask for our advise

 

We offer an unbiased platform across wealth management, credit requirements and real asset based investments. We also provide bespoke solutions backed by extensive independent research. The firm is managed by bankers and finance professionals with over 100 years of collective experience across world class organizations.