Wealth Management

We serve private client groups including HNIs (resident and non-resident), HUFs, corporates and trusts. Our focus is professional portfolio management combined with the flexibility of owning individual securities, within an explicitly long-term wealth objective.

Portfolio construction

Long-term investments are combined with medium-term fundamental selections and technical opportunities, with disciplined entry and exit levels.

Transparency & access

Clients receive regular portfolio updates and can interact with dedicated relationship and fund management resources.

Broader markets

Commodities and currency trading capabilities are available through a trading-partner relationship.

Equity broking

We offer equity broking services to individuals and institutions, primarily in India. The range spans retail investments and trading, including automated order placement and execution of equities, exchange-traded funds, options, mutual funds, fixed income and cash management, alongside advisory and asset management services for retail clients.

We also partner with independent financial advisors, giving them access to sophisticated wealth management products so they can serve high-net-worth clients with higher levels of service.

Fund management

• Whether you need one-off investment advice or a comprehensive financial plan, we advise according to your current financial situation.
• Our products are designed to strike a balance between risk and return.
• Each asset class carries a distinct level of risk and return and behaves differently over time.
• Spreading investments across asset classes helps protect capital against significant losses when one class moves unfavourably.
• Diversification is our core risk-management technique for distributing investments across options.

Mutual funds

• Our advisory division offers a range of schemes from all major mutual fund providers so investors can diversify their portfolios.
• We begin by identifying the sectors with the most potential, then analyse the schemes that invest in them.
• Our research division analyses and rates funds using in-house statistical analysis.
• We recommend funds based on each client’s needs and our analysis.

Insurance

Insurance is an important element of any sound financial plan. Different kinds of cover protect you and your loved ones against the cost of accidents, illness, disability and death.

Commodities

• Commodities are “real assets”, unlike stocks and bonds, which are “financial assets”, and tend to react to economic fundamentals differently.
• They offer the possibility of price appreciation and can reduce portfolio risk, as returns have historically shown low or negative correlation with equities and bonds, although correlation between asset classes rose in 2008.
• Investing across different commodities can amplify this diversification, because each reacts differently to economic forces.