Our Services

Alternative Assets

Private Equity

Private equity has become a significant facet of wealth management in India, offering high-net-worth individuals access to diverssified investment opportunities. Private equity practices align investor capital with growth-oriented businesses, fostering innovation and expansion. As India's entrepreneurial landscape flourishes, private equity practices continue to shape dynamic wealth management strategies for sophisticated investors.

Real Estate

Real Estate AIFs provide a structured avenue for investors to participate in the real estate sector while benefitting from potential rental income and capital appreciation. As a regulated investment vehicle, Real Estate AIFs in India offer transparency and risk management, catering to investors seeking exposure to the real estate market without direct ownership.

Structured Products (Equity/Gold linked Notes)

Structured Products combine various assets, such as equities, bonds, and derivatives, to create tailored investment solutions. Structured products offer potential for capital appreciation, income generation, or risk mitigation based on specific market conditions. As Indian investors seek customized investment approaches, structured products provide avenues for aligning financial goals with market opportunities.

Professional Money Managers

Portfolio Management Services

Portfolio Management Service offers professional financial portfolio management of your PMS investments with an aim to deliver consistent returns. Portfolio Management Service relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal PMS investment avenue for high net worth investors.

Experienced fund managers
Strong and active risk management
Diversified portfolio management to reduce
Active and regular monthly review
Quality stock selection

Mutual Funds

Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual fund investments give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits.

Disciplined investment approach
Invest via Lumpsum and SIP mode
Low transaction cost
Diversification of portfolio
Liquidity and Tax benefits
Reduced risk of investing

Alternative Investment

Alternative Investment Funds diversify investment avenues beyond traditional options like stocks and bonds. AIFs encompass various categories, including venture capital funds, private equity funds, real estate funds, and hedge funds. They provide investors access to unconventional assets and strategies, fostering innovation and risk distribution. Regulated by the Securities and Exchange Board of India (SEBI), AIFs offer both high-net-worth individuals and institutional investors distinctive opportunities to participate in sectors that hold potential for superior returns while navigating a distinct risk profile.

Specialized Services

Investment Banking

Investment Banking services encompass a wide range of activities, including mergers and acquisitions, initial public offerings (IPOs), debt issuance, and advisory services. Investment banks act as intermediaries between companies seeking capital and investors looking for opportunities. With a deep understanding of the local market dynamics, regulatory framework, and global financial trends, we offer strategic insights and financial expertise that assist businesses in achieving their growth and expansion objectives.

Offshore Advisory & Solutions

Offshore Advisory services focus on optimizing financial portfolios by leveraging international investment opportunities, asset diversification, and tax-efficient strategies. We guide high-net-worth individuals and families through intricate regulatory and compliance frameworks, while tailoring solutions to meet individual financial goals. By harnessing global markets and jurisdictions, offshore advisory empowers clients to explore a broader range of investment avenues and wealth preservation methods. As India's affluent population seeks cross-border wealth management, we play a crucial role in crafting comprehensive and internationally oriented financial plans.

Hedging & Insurance Advisory

Hedging & Insurance Advisory provide essential risk mitigation strategies for high-net-worth individuals and families. We offer tailored solutions to protect assets and investments from market volatility, unforeseen events, and potential financial downturns. By analysing individual risk profiles, we recommend a combination of hedging instruments and insurance policies, ensuring comprehensive coverage and financial security. As clients increasingly prioritize wealth preservation, hedging and insurance advisory services play a pivotal role in safeguarding their long-term financial well-being.

Credit Solutions

IPO Financing
IPO Financing involves providing funds to investors to subscribe to initial public offerings (IPOs). By offering IPO financing, financial institutions allow retail and institutional investors to seize investment opportunities and potentially capitalize on the stock's initial price movement.
ESOP Funding
ESOP (Employee Stock Ownership Plan) funding has gained traction in India's corporate landscape, enabling companies to offer ownership stakes to their employees. ESOP Funding involves facilitating employees' purchase of company shares, often at discounted rates, creating a sense of ownership and shared success.
Loan Against Shares/Mutual Funds
Loan against Shares/Mutual Funds involves using existing securities as collateral to secure loans from financial institutions. Borrowers can access funds while retaining ownership of their investment holdings. This strategy provides individuals with a means to meet short-term liquidity needs without liquidating their investment portfolio.

Trading

Equity & Derivatives

Equity Investment have an edge over simply saving money in your bank account. Investing in equity & financial derivatives markets helps to beat the inflationary pressure by delivering a higher rate of return and increasing the value of principal amount invested. Capital Gains and periodic dividend income is the revenue source from equity investments. Both equity and financial derivatives can offer you more for your investment and the advantages serve you well.

Create wealth over time
Protects against inflation
Any time liquidity
Trade across exchanges
Dividends and capital appreciation
Track equity investments in real-time

Fixed income

NCDs are a one-stop solution for investors looking for a fixed and high-interest rate for a specified period of time. It carries low risk which can be managed by investing in NCDs of companies with a high ratings.

Higher Liquidity
Diversification of Portfolio
Regular Interest Income
Completely Digital
Lower Risk
Transparency

Corporate Fixed Deposits are one of the money-raising tools for Companies. Through these, Companies raise money from the public and offer a fixed rate of interest for different tenures. We Offer AAA+/AAA rated companies fixed deposits with a range of 12 months to 20 years and periodic interest payment options (Monthly, Quarterly, Semi-Annually, Annually) and cumulative.

Better returns compared to Bank FDs
Safe & Secure Investment
Assured returns
Better Risk Management
Flexibility
Liquidity – Low lock in period

Commodities

Commodity trading brings a basket full of diverse avenues for investment, away from the traditional avenues of equity, bonds and real estate. Based on the historical data, adding commodities exposure to your existing portfolio helps you increase the returns while lowering the risk. Commodities have very little or negative correlation with other asset classes.

Trade in Bullion, Energy, Agro
Invest, Trade, Hedge & Speculate
Trading on Lower Margins
Internationally standardised prices
Diversification of portfolio
Hedge against risk

Currency

Currency Market that attracts about $5.2 trillion in daily volume, recognised as world’s largest market, accessible globally 24 hours a day - that is exactly what the Currency and Forex market is made up of. The advantage of small margin requirements and lower entry barriers makes it an important part of a retail investor’s portfolio.

Trade across futures, options
Small Margin requirements
Controlled Regulation
Diversification of portfolio
Hedge against risk
Invest, Trade, Hedge, Speculate

Wealth Transmission

Estate Planning

Estate Planning involves creating a comprehensive strategy to distribute one's wealth, properties, and possessions among beneficiaries. Estate planning encompasses wills, trusts, and other legal instruments that ensure a smooth transfer of assets while minimizing potential tax implications. By addressing complexities related to inheritance and succession, estate planning provides individuals with greater control over their legacy and allows for the seamless passage of assets to the next generation.

Trust Services

Trust Services involve the creation and administration of trusts, which can serve as effective tools for wealth preservation, charitable giving, and estate planning. Trustees, often professional firms or institutions, manage assets according to the trust's terms and objectives, ensuring proper distribution to beneficiaries or charitable causes. By providing a structured framework for asset management and allocation, trust services offer individuals and organizations greater control, flexibility, and transparency over their financial affairs.

Wills

Will Services are a crucial component of personal financial planning in India, enabling individuals to outline their wishes for the distribution of assets after their demise. These services involve drafting legally binding wills that specify beneficiaries, asset distribution, and other instructions.

Tax Services

Tax Services encompass tax planning, compliance, and advisory, ensuring adherence to applicable tax laws and regulations. We assist in optimizing tax liabilities through legal strategies, deductions, and exemptions. With evolving tax laws and frequent amendments, tax services provide critical support in managing tax-related challenges, maximizing savings, and avoiding potential penalties.