We are driven by our philosophy of understanding our clients’ profile and their objectives. We don’t approach investment opportunities as products but as solutions which have an meaningful need as well as suitable as per client interests and profile.
We believe that one of the most important part of investment success is selecting the right product. Selection of product is both an art as well as science. We follow our proprietary product selection methodology to choose an investment manager and strategy that we find most appropriate and promising. Another critical aim that we have while selecting the product is to optimize the return per unit of risk. As a wealth firm with pedigreed team, we have access to the best investment managers and investment opportunities for our clients.
Mutual Funds, PMS/AIFs, Direct Equity, Structured Products, Derivatives, Unlisted shares
Mutual Funds, PMS/AIFs, G-Sec/SDL/T-Bills, Corporate Bonds, Tax-free bonds, High Yield Bonds
Absolute Return Strategies, Private Equity Transactions, Impact Investing, Co-Investment Opportunities, Venture Debt/Venture Equity, Super Priority Loans, Unique Opportunities