Wealth Advisory

Our motto for wealth management is “Client Satisfaction is our Satisfaction”
Wealth management begins with understanding clients’ requirements and goals, which forms the basis of our advisory solutions. A portfolio must fulfill the diverse client needs in his / her different life phases. We deliver solutions which are aligned to our client’s goals, priorities, aspirations and risk tolerance.

We give due consideration to the fact that individuals have different risk perspective towards their capital such as growth in their investments, preservation of capital and income generation. A product portfolio which meets these requirements, in varying stages of an individual’s life cycle is essential while maintaining risk appetite of an individual.

We provide advice and solutions which are aligned to the goals, aspirations and needs of our clients. The financial plan guides us in recommending the best suited wealth management solutions with a combination of advice and third party solutions.

Relationship Based Advice

A genuine advice needs to be unbiased and in the interest of the client. We aspire to present independent, fund or security agnostic and unbiased solutions to our clients. We partner with our clients to provide solutions that are optimum for them in our opinion and hence garner long term and long lasting relationships with them. Our clients are at the center of everything that we do.

Defined Systems and Procedures

Our grounded and established systems act as a catalyst to our team while approaching clients, interacting on their goals and aspirations and assisting and executing their Financial Plan. Our procedures also ensure that we maintain the total confidentiality of all our clients and safeguard their interests at all times.

Transparency

Clients are sensitized about their proposed investments and certain disclosures such as inherent risks in investments, minimum duration of investments, past trends of returns, anticipated returns as well as applicable fees, if any. We believe that our clients are experts in their field and understand the approach we have taken to recommend their investments.

Tailor Made Solutions

Over the years, in our financial services business, we have presented solutions to our clients which are often out of the ordinary and bold but always effective. In our wealth advisory solutions as well we aim to provide solutions with a difference, be it in our advice or recommendations, interactions with clients and reporting mechanisms.

Group Companies

Capital Markets

Investment Banking

Wealth Advisory

Valuation Services

Outsourcing Solutions

Wealth Advisory

Relationship Based Advice

Defined Systems and Procedures

Transparency

Tailor Made Solutions