Wealth Management

We provide quality Investment Advisory services to high networth clients and NRI’s. Our clients come from different cities in India like Mumbai, Coimbatore, Bangalore, Delhi and Kolkata. We also service a lot of NRI Investors from different parts of the world.

We advise clients in their Asset Allocation. We have the expertise to advise across different asset classes like Equity, Fixed Income, Insurance, Real Estate and Commodities. For direct equities and derivatives, we have partnered with KR Choksey Shares and Securities, one of the leading brokerage houses in India.

Our approach to wealth management is driven by a deep desire to understand the client’s risk profile and requirement. We come across different types of clients. There are clients who are looking for high returns and are willing to take the necessary risk.There are clients who have made substantial wealth by selling their businesses or prime real estate. Their objective is to play safe and capital preservation. There are also clients who are looking for steady returns of 10-15% on their overall investments.

We spend considerable time in knowing our clients and their requirement. We believe that understanding the client and his needs is paramount for a successful long term relationship with the client. We ask a lot of questions while building up our relationship at the initial stage. We are never in a hurry to start the relationship. Experience has shown us that spending time with the client at the initial stage is very critical.

We mainly specialize in the following areas

Direct Equities and Derivatives

Investment in Direct Equities and Derivatives

Third Party Products

Investment in third party products like Mutual Funds and PMS

Real Estate

Investment in real estate like commercial properties with rental yields, land assets, residential projects.

Alternate Assets

Alternate Assets like hedge funds, commodity arbitrage etc.