Wealth & Capital Services
Wealth that endures across generations.
Integrated wealth management, family office services and capital markets advisory — built around your legacy, goals and risk profile.
01 — Wealth Management
Holistic financial stewardship
Financial Planning
Goal-based planning aligned to life milestones.
Portfolio Management
Discretionary and advisory portfolio construction.
Mutual Funds
Curated open architecture mutual fund advisory.
Alternative Assets
AIFs, REITs, InvITs and private credit.
Fixed Income
Bonds, NCDs and structured debt.
Tax-Efficient Investing
Capital gains-aware portfolio strategies.
Estate Planning
Wills, trusts and succession structures.
Insurance Advisory
Risk cover for life, health and assets.
NRI Wealth
Cross-border investing and compliance.
Corporate Treasury
Surplus deployment for corporates.
02 — Family Office Services
A trusted partner for multi-generational wealth
Portfolio Reporting
Consolidated multi-asset, multi-banker reporting.
Asset Allocation
Strategic and tactical allocation frameworks.
Governance Framework
Family constitutions and investment policies.
Private Deal Sourcing
Direct deals and co-investment access.
Succession Planning
Inter-generational wealth transition.
Philanthropy Advisory
Structured giving and impact strategies.
03 — Capital Markets Services
Dedicated capital market advisory
For Investors
Equity Research
IPO Advisory
Derivatives Strategy
Debt Market Advisory
International Markets
Unlisted & Pre-IPO Shares
For Companies
Capital Market Readiness
Investor Relations
Roadshows
SEBI Compliance
Shareholder Communication
Build a wealth platform designed for the long term
Speak with our wealth and family office specialists about a tailored mandate.