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A successful & influential NBFC for 2 decades

Contact Info

  • Mumbai, Maharashtra, India
  • +91 89760 69758
  • Office Hrs: 9.00am to 6.00pm

Wealth Management

We understand the complex financial needs of UHNIs (ultra-high net worth individuals), families and corporates, and we offer them unique products and services that can meet their requirements. We leverage our group resources and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals.[/caption] Our customized services are complemented by our superior execution, robust investment policy framework, rigorous due diligence process with a strong emphasis on picking future winners.

Core Capabilities and Expertise

  • Strategic and tactical asset allocation services
  • Primary and secondary liquidity event management services
  • Customized estate and succession planning services
  • Trust services
  • Financial reporting and auditing services
  • End-to-end financial advisory
  • Taxation advisory
  • Lifestyle advisory