About Us
We are a boutique Financial Services firm into:
- Distribution of Financial Products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), etc.
- Multi Family Office Services
- Business Owner's Services
financial services
Mutual Funds Distribution
AMFI registered Mutual Fund Distributor
ARN - 156288
Date of initial registration - 14th November 2018
Current validity of ARN - 14th November 2027
Portfolio Management Services
Distribution of Portfolio Management Services (PMS)
Alternative Investment Funds
Distribution of Alternative Investment Funds (AIF)
Direct Equities
Execution of Direct Equity Trades
Bonds / NCDs
Primary and Secondary Bonds and
Non-Convertible Debentures (NCDs)
Diversification across Assets
Diversification across Asset Classes
Consolidated Portfolio Reporting
Comprehensive portfolio monitoring, across
asset classes and across advisors / brokers /
distributors / intermediaries
MULTI FAMILY OFFICE SERVICES
Multi-Generational Relationships
Multi-Generational Relationships
Multi-Generational Relationships
Customised services to select Ultra HNI families with a long-term view across decades and across multiple generations of the family.
Value Adds
Multi-Generational Relationships
Multi-Generational Relationships
Dedicated and holistic services across accounting, taxation, investments, trusts, succession planning, portfolio monitoring and other support services.
Optimal Solutions
Multi-Generational Relationships
Optimal Solutions
Optimising a family's assets and investments - for today and for generations to come.
business owner's services
Operating Business
Management Consultancy Services
Raising Equity or Debt
For an entrepreneur or a business owner, the biggest asset is the operating business. We try to offer support and services to these operating businesses.
Raising Equity or Debt
Management Consultancy Services
Raising Equity or Debt
Fund raising - equity as well as debt, listing in capital markets, etc.
Management Consultancy Services
Management Consultancy Services
Management Consultancy Services
Risk & leverage management, inorganic growth opportunities, diversification, capital allocation, monetisation of assets, etc.