Our Offerings
- Capitalising on the "Liberalisation Programme" by providing Resident Indians with the opportunity to invest globally as a means to portfolio diversification.
- Investment Advisory for overseas investment.
Providing clients customized advice on overseas investments that includes stock selection, portfolio creation, portfolio monitoring and periodic rebalancing to ensure adherence to the client's investment objective and risk profile. - Alternative Investments.
- The ability to sell domestic Indian assets to both Non-Resident Indians (NRIs) and foreign Investors.
- Providing channels to NRIs and Qualified Foreign Investors (QFIs) to invest into India through either offshore investment vehicles or onshore investments.
- Providing Real Estate opportunities to residents/NRIs. Real Estate services include property advisory, investment advisory, and taxation advice.
- Financial Planning including retirement planning.
- Distribution of third-party financial products such as PMS, MFs, Insurance, Structured Financial Products, Corporate Bonds, FDs, Preference Shares, etc.
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About Us
The association of two established businesses, one with immense local experience and a first-class reputation with established local offices and licensing,
the other with expertise in Offshore financial services and products and access to the largest product providers and asset managers in the Offshore space.
