Wealth management & Investment Advisory

• Wealth management & Investment Advisory
• Client centric business model devoid of conflict of interest
• Open Architecture led full suite of products
• Risk profiling led asset allocation
• Portfolio construction and product recommmendation(s)
• Periodic portfolio reviews

Taxation

• We work with marquee tax advisory firms and refer our clients to these firms in case our clients need tax advise

Non-Discretionary PMS

• Open Architecture Led full suite of products and services
• Leading Bank acting as custodian of client assets and offering custody and fund accounting services
• One stop execution across all products with a single glance statement that can be used for a portfolio review periodically
• Trust Multi Asset strategy: Model portfolio approach
• Trust Consult strategy: Customized investment solutions

Financing

We work with a partner to help fulfil the financing needs of our clients

• Home loan / Loan against property
• Loan against securities
• Personal loan
• Promoter financing
• Business loan
• ESOP funding

Real estate

• We work with a global real estate company and help our clients buy, sell or lease residential and commercial properties

Protection

We work with insurance partners to address the savings & protection needs of our clients

• Life Insurance
• Health Insurance
• General Insurance

Offshore solutions

• Investments under the Liberalised Remittance Scheme (LRS)
• Access to products across different geographies

Succession planning

We refer our clients to a subject matter expert and then work jointly with the expert and our client to deliver the specific ask from each client

• Ring fencing personal assets
• Passing on wealth to the next generations
• Providing for special needs of a family member
• Creation of Trusts

Philanthropy

Clients desirous of indulging in philanthropy can be referred to respectable organizations that can then help the client donate as well as keep a track of how their money is being spent

• Every donation is closely monitored and reports are provided to clients on a periodic basis
• This ensures correct placement and utilisation of your generosity.