WHAT WE OFFER

Investment advisory

Our advisory team is independent from product and sales teams and they act fearlessly with conviction basis an objective assessment. We seek to do what is best for our clients irrespective of whether the product or service is provided by a proprietary or third party service provider.

investment advisory services
financing solutions

Financing

We work with a partner to help fulfil the financing needs of our clients. We help facilitate the following kinds of facilities. All underwriting and pricing decisions are at the sole discretion of the financer:

✔    

Home loan / Loan against property

✔    

Personal loan

✔    

Business loan

✔    

Loan against securities

✔    

Promoter financing

✔    

ESOP funding

Tax advisory

Clients desirous of seeking counsel on matters related to tax are referred to a partner with subject matter expertise. Our role is not just to provide the referral but to help find solutions for our clients.

tax advisory services
compliance advisory

Compliance advisory

Regulatory reforms across the world result in new laws and regulations being introduced periodically. A challenge for our clients is to ensure compliance with extant regulations.

Regulatory reforms across the world result in new laws and regulations being introduced periodically. A challenge for our clients is to ensure compliance with extant regulations.

Depending upon the nature of the query, we source the relevant advice for our clients and help them ensure compliance.

Philanthropy

Our partnership with organisations like United WayTM, help provide our clients with solutions to address their philanthropic needs. Our partners ensure that every donation is closely monitored and reports are provided to clients on a periodic basis. This ensures correct placement and utilisation of your generosity.

Strategic Philanthropy
wealth management products insurance planning

Protection

Our tie up with Policy BazaarTM ensures that we are able to address the protection needs of our clients across life, health and other non-life insurance needs

Estate and succession planning

Our clients are increasingly asking us for solutions to ring fence their personal assets; develop a plan to pass on wealth to the next generations or provide for special needs of a family member. We work with our partners to help create a private trust that can then address all the needs of our clients.

Next generation education

We help with educating the next-generation of family members. Relevant programs are administered through a class room setting to get them future ready for managing their family wealth.

Real estate

Clients looking to liquidate some of their physical assets or purchase real estate can consider giving us a mandate to help find buyers or sellers. This is a best effort service and there are no guarantees that we will always be able to conclude transactions satisfactorily.

Derivatives

Derivatives are instruments that derive their value from an underlying. We currently offer three strategies with Nifty 50 as the underlying to our clients. Terms and conditions apply and all products may not be suitable for all clients.

Derivative strategies

Equity Advisory

We are currently offering a portfolio of large cap stocks that have demonstrated leadership in their respective industries, have consistently grown their top line and bottom line and are operating in an industry with a large addressable opportunity

Equity Advisory

Offshore solutions

We work with a partner to help our clients diversify their portfolios by investing in best in class products across different geographies around the world.

Offshore solutions