Wealth Management
Alignment of interest
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Our insights. Your investments
Tailored and optimized portfolio allocation
We match your investment requirements with your needs, preferences, risk appetite, and long-term goals and create an optimal global portfolio tailored for you. Our world-class institutional framework aims to maximize risk-adjusted returns through the modern portfolio theory approach.
Outsourced treasury management services
We have identified alternative solutions to keep your cash at work without compromising capital protection. We assist companies with managing their liquidity pool, finding better deposit rates, managing FX and Interest rate exposures, and other balance sheet optimization strategies.
Diversify your portfolio with downside risk protection
We build long-term partnerships with our carefully curated universe of talented managers. Their funds go through an unbiased and rigorous selection process before being onboarded onto our platform. These experts run niche strategies that deliver uncorrelated returns, providing unparalleled diversification benefits to your portfolio.
Integrating alternatives into the traditional portfolio
Investing today needs to go beyond traditional asset classes to find yield in a global environment subject to market volatility. 'Alts' are crucial for portfolio allocation. We provide bespoke solutions that cater to alternative asset classes, including but not limited to Hedge Funds, Private Equity, Real Estate, and Sustainable Investing.
Innovative solutions to guide your personal and business legacies
Finding the best fit for your requirements
We find innovative, personalized solutions that meet your sophisticated needs. From legacy governance guidance, traditional investments, and credit solutions to philanthropy, luxury assets, and art, we can provide you with bespoke solutions that meet your unique requirements.
Our insights. Your investments
Tailored and optimized portfolio allocation
We match your investment requirements with your needs, preferences, risk appetite, and long-term goals and create an optimal global portfolio tailored for you. Our world-class institutional framework aims to maximize risk-adjusted returns through the modern portfolio theory approach.
Diversify your potfolio with downside risk protection
We build long-term partnerships with our carefully curated universe of talented managers. Their funds go through an unbiased and rigorous selection process before being onboarded onto our platform. These experts run niche strategies that deliver uncorrelated returns, providing unparalleled diversification benefits to your portfolio.
Institutional & process-driven approach to global equities
Our specialists compare and analyze opportunities across global and local markets. We bring you equity investment opportunities that meet your preferences. From alternative investment funds, long only and absolute return strategies, PMS strategies to mutual funds, we provide optimal and personalized solutions and access to the best investment professionals in India with impeccable track records.
Resilient and risk-adjusted fixed income insights
Our experts focus on resilient and risk-adjusted fixed income solutions. In addition to fixed income mutual funds, we also offer access to structured credit and high yield/investment grade alternative investment funds, providing a wide range of yields and durations to match your risk profile.
Integrating alternatives into the traditional portfolio
Investing today needs to go beyond traditional asset classes to find yield in a global environment subject to market volatility. 'Alts' are crucial for portfolio allocation. We provide bespoke solutions that cater to alternative asset classes, including but not limited to Hedge Funds, Private Equity, Real Estate, and Sustainable Investing.
Gain clarity & control over your investments
Maintaining generational wealth, turning assets and investments into legacies
Our expert advice and practical tools help you plan, protect and optimize your global assets and investments. Our in-house trust, succession, insurance, and estate planning solutions provide you peace of mind as you pass your business and personal legacies on to the next generation.
Multi-jurisdictional solutions for the global investor
Building legacies need global solutions, and our seasoned team across geographies is here to take care of that. We work with a large pool of tax consultants in India and offshore for efficient wealth administration, simplified tax compliance and holistic planning services.
International property investment solutions
Building on your portfolio, we are able to offer real estate solutions in tandem with your existing investments. Through our domestic and international relationships, we provide you access to a wide range of real estate investment opportunities. Our network and connections bring to the table both standalone, as well as unique deals, in the real estate space.
Finding the best fit for your requirements
Working closely with you in your wealth management journey, we are able to understand your portfolio holistically, working to your preferences and requirements when it comes to providing you access to capital. In partnership with leading NBFCs/banks, we are able to provide you tailored lending solutions against your assets at attractive rates for seamless financial management.
Attaining residency or citizenship through overseas investments
With a growing number of countries offering citizenship or residency by investment, we partner with leading solution providers in this space. Our partners are able to provide you access to a wide range of global investment programmes including EB-5