SERVICES
Our endeavor is to provide practical and solution oriented wealth management and financial planning services that make a positive and meaningful impact in our clients' lives. Our offerings include the following :
Financial
Positioning
Wealth
Accumulation
Early Retirement
Planning
Lifestyle Funding and Succession Planning
NRI Investment
Management Services
Global
Investment
Portfolio Management
Services
Alternate Investment
Funds
OUR METHODOLOGY
PRODUCTS
Equities
Owning Stocks is risky in the short term, not owning stocks is riskier in the long run.
We believe that equities are one of the best asset classes for long-term wealth creation and there are several vehicles available to participate in equity markets.
Following are the options available:
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Equity Mutual Funds
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Direct Stocks
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Portfolio Management Services
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Exchange Traded Funds (ETFs)
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Equity-linked notes and structured products
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Offshore active and passive funds
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Private Equity Funds
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We help in selecting the best vehicle to participate in the equity markets based on our view on the markets, the ability of the asset manager to deliver superior risk-adjusted return and thereby outperform peers and benchmarks.
Fixed Income
Fixed income strategy brings stability to the portfolio and offers consistent return for the conservative portion of the portfolio. We also use fixed income as a tactical allocator to tide over equity market volatility.
Following are the offerings in Fixed Income:
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Debt Mutual Funds
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Government and Corporate Bonds/Debentures
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Preferential shares with fixed payouts.
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Bank and Corporate deposits
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Structured Products
Commodities
We take tactical exposure to gold as a hedge against global economic slowdown through ETF’s and Gold Futures.
Derivatives
Futures and options can be an essential part of financial planning, especially in hedging the portfolios or specific high stock exposures. We assist in devising and executing the hedge strategy to protect the downside in the equity portfolio.
Alternative Investment Funds
These are investments that do not invest in traditional asset classes of stocks , bonds and cash. These come under the AIF regulations of SEBI.
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