Wealth Management

Through consistent research and innovation, we provide holistic investment solutions to our wide range of clientele. We act as our client’s own in-house finance department helping them in every facet of their life.


Direct stocks, Mutual Funds, PMS, P.E. Funds, etc.


Pure arbitrage products, low risk debt products, equity hedging, etc.

Fixed Income

Direct bonds, Mutual Funds, structured and hybrid products, etc.

Structured Products

Capital Protected, Non-Protected and Assured Return structures


Real estate venture funds, Art funds, Gold funds, etc.

Insurance and related products

How we work


  1. Analyze all solicited/ unsolicited investment proposals.
  2. Negotiate intermediation terms with product providers; oversee execution.
  3. Introduce products mentioned above directly as per client requirements.
  4. Provide ongoing research and portfolio reviews.
  5. Track and maintain portfolios, provide tax understanding, create benchmarks, generate MIS, support transaction execution etc.