Helping you build, preserve,
and grow your wealth.
Capabilities
Alternative Investment Funds (AIF)
Explore investment opportunities beyond traditional markets.
Our Services
Category I: Start-ups, SMEs, and infrastructure funds.
Category II: Private equity and debt funds.
Category III: Complex trading strategies and hedge funds.
Minimum Investment: Rs. 1 crore as per SEBI regulations.
Portfolio Management Services (PMS)
Professional portfolio management, tailored to your goals.
Our Services
Equity PMS: Direct equity portfolios managed by experts.
Multi-Asset PMS: Diversified exposure across asset classes.
Minimum Investment: Rs. 50 lakhs entry threshold.
Reporting: Monthly performance attribution and transparency.
Bonds & Fixed Income
Predictable Returns. Principal Protection.
Our Services
G-Secs & T-Bills: Sovereign backed instruments.
Corporate Bonds: High-yield NCDs from blue-chip entities.
Tax-Free Bonds: Optimized returns for high tax brackets.
SGBs: Sovereign Gold Bonds for digital gold exposure.
Mutual Funds
Choose mutual funds that fit your investment goals.
Our Services
Equity Funds: Growth-oriented diversified portfolios.
Debt Funds: Stability and regular income focus.
Hybrid Funds: Balanced risk-reward strategies.
SIP/Lump-sum: Flexible investment modes.
Invoice Discounting
Finance the Future. Earn Today.
Our Services
Short-term Yield: 30-120 day investment cycles.
Verified Invoices: Exposure to blue-chip corporate receivables.
High Returns: Superior risk-adjusted yields.
Low Correlation: Independent of stock market volatility.
Private Wealth Advisory
Helping you build and preserve wealth across generations.
Our Services
Family Office: Comprehensive multi-generational planning.
Estate Planning: Succession and trust structuring.
Global Solutions: International asset allocation.
Consolidated Reporting: Unified view of all global assets.
NRI Services
Invest in India's Growth Story.
Our Services
Repatriation: LRS and FEMA compliance advisory.
NRE/NRO Accounts: Banking coordination and setup.
DTAA Benefits: Tax optimization for cross-border income.
India Desk: Dedicated support for non-resident investors.
Products Available to NRIs
| Product | NRI Eligibility | Account Type |
|---|---|---|
| Mutual Funds | NRIs eligible subject to US/Canada FATCA restrictions | NRE / NRO / FCNR |
| PMS | Fully eligible with SEBI-compliant KYC | NRE / NRO |
| AIFs | Category II & III open to NRI LPs | NRE / NRO (Repatriable) |
| Bonds & NCDs | Listed bonds fully eligible; unlisted subject to case-by-case | NRE / NRO |
| Unlisted / Pre-IPO | Eligible under FEMA Schedule II (subject to sectoral caps) | NRO (non-repatriable) |
| VC Funds | Eligible as LPs with AIF Category I / II registration | NRE / NRO |
Ready to Build Your Wealth Strategy?
Speak with our advisory team to discuss a tailored approach to your financial goals.