In the pursuit of growing wealth, business, or legacy, count on us as your steadfast companions, guiding you through every crucial step and fulfilling dreams along the way.
OUR BUSINESS
What We Offer for You
Wealth & Investment Solutions
Investing triumph is achieved through prudent selections and continuous management
- Traditional Products – Mutual Funds
- Open Architecture led full suite of products
- Risk Profiling-driven Asset Allocation, fostering a client-centric business model free from conflicts of interest
- Specialized Wealth Solutions – Through Offshore trust structure
- Fixed Income – Conventional & Islamic Investment Grade Bonds and Sukuks
- Structured products -Fixed coupon / PR based, Principal protected / Non-Principal protected, Index
- Single stock / Stock basket / Commodity based
- Shariah Solutions- Choice of Assisted and Model Portfolios
Legacy Solutions
Creating Legacies Built on Trust with Cutting-edge solutions to steer your personal and business legacies forward.
We provide tailored solutions to our partners, ensuring that each client’s unique needs are met through customized offerings.
Succession Planning for businesses
- Ring fencing personal assets
- Passing on wealth to the next generations
- Providing for special needs of a family member
- Creation of Trusts
Estate Planning
- Assist in choosing the right solution
- Preparation of legal documents such as wills, trusts, powers of attorney
- Healthcare directives
- Instructions for end-of-life decisions
- Passing on wealth to the next generations incorporating family values, traditions, and philanthropic goals
- Educating heirs about financial responsibility, wealth management
Retirement Planning
- Retirement goals & Assessment of current financial situation
- Creating investment strategy
- Review current insurance coverage
- Plan for tax efficiency
- Prudent Investment and savings plan
Our Solutions Cover:
Corporate Finance Solutions
Helping build financial fortunes with innovative solutions, driving growth thereby transforming businesses
With our focus on unlocking growth potential and elevating bottom line with customized financing strategies and solutions, we assist Businesses navigate through complexities with our experience and expertise.
- Trade Finance
- Working Capital Finance
- Project Finance
- Machinery Finance
- Buyouts/Refinancing
- Restructuring
- High Value Property Finance
- Venture Capital and Private Equity
- Private Placements
Finance Solutions - India
Get the funds you need without leaving your home..Tailored Loan Solutions for Non-Residents Indian’s Unique Needs in India
We have partnered with India’s Largest Loan Distributor to assist you in your loan requirements in India from wherever you are, and offer Single umbrella solution for all types of loan products like
- Home Loans
- Loan against Property
- Balance transfer
- Lease Rental Discounting
- Commercial Property Purchase
- Construction /Real Estate Funding
- Personal Loan
- Unsecured Business Loans
Advantages
- One Stop solution for all your loan needs in India
- Best Rates Offered
- 70+ Banks /Financial Institutions
- Fast Turn around time