Services

Portfolios must align with individuals. They must offer:

• Easy liquidity – be solvent during unanticipated contingencies.
• Long-term returns – enough to take care of all needs even with rising life expectancy.
• Protection from inflation.
• A ready way to meet important expenses such as higher-education, weddings etc.

We craft portfolios with all these factors in mind.

Our investment management team has conquered many tumultuous market cycles by focusing as much on risk as on returns. We also conduct a rigorous assessment of each new client so as to align their investment plans with their risk appetite.

Our Investment Philosophy

An open architecture with a transparent and unbiased approach to asset allocation.

Robust research across various asset classes.

Breadth of products including mutual funds, bonds, segregated portfolios, and other alternate products.

Deep engagement with key market participants.

Planning and reviewing of investments on the basis of the overall framework designed for each client.

Our Risk Management vertical pivots around three ideas:

1. We allocate assets in a manner that significantly reduces risks at the portfolio level, asset class level and fund/instrument level.
2. We factor in market risk, credit risk, liquidity risk and much more while constructing portfolios.
3. We initiate clients at the lower end of the risk band and gradually up the ante as and when the client gets confidence in our ability to navigate risks.

We understand that our clients experience several lifestyle-related needs that clog their bandwidth. Through our Exclusive Services vertical, we address these needs, be they mundane or sophisticated. Specifically, we offer the following:

• Creation and Management of Wills & Private Trusts
• Tax planning & legal services
• Property Management
• Corporate CFO services