OUR FOCUS AREAS

Our deep understanding of equity markets, enhanced by our proven investment methodologies and rigorous research, enable us to spot alpha investment opportunities in Indian and overseas equity markets. 

Our equity strategies deliver long-term, sustainable growth in our client portfolios. We focus on companies with predictable and sustainable growth outlook, strong market and competitive positioning, competent senior management, and strong balance sheets and future cash flows. 

Our derivatives team helps recommend tailor-made trading and investment strategies, to better manage risk and return. 

Private Equity : Our clients also benefit from opportunities to invest in private equity through multiple routes - direct deals and select private equity funds that have been carefully selected by our expert team

We constantly monitor domestic and global macro-economic environments and monetary policy to maximize returns, while managing risk, on our clients' fixed income portfolios.

 We are also active in structuring asset security-backed fixed income transactions, that yield significantly higher returns than market benchmarks. 

Our strong network of major debt market participants across banks, corporate treasuries and asset management companies (AMCs) enables us to identify a wide range of products to meet your goals. 

We advise across the gamut of debt products including debt mutual funds, bonds, corporate papers, treasury and money market instruments

Mutual Funds -   With a direct connect with leading fund managers, and extensive analysis of historical performance, our experts help you strategically pick the right mix of funds, based on your objectives. This is backed up with daily monitoring of your portfolio to adjust to changes in market dynamics and fund performance. 

Our high net-worth clients are increasingly opting for more evolved and higher return products like alternative investment funds (AIFs), portfolio management services (PMS), hedged strategies, private equity placements, REIT and cross border investments. 

We work directly with an extensive network of fund managers to identify and structure  winning strategies. We also provide differentiated investment opportunities in private markets. Investors can connect with diverse and renowned private equity (PE) / venture capital (VC) funds and hear directly from promoters in potential investee companies

We help our clients syndicate private equity funds, mergers and acquisition transactions and advisory services in the area of debt restructuring, and corporate finance. 

Our experienced team, along with a strong network of partners, brings in the right expertise to structure and drive deals across the phases of your business life cycle from early stage to growth. 

The process is managed by a team with deep domain expertise, a truly collaborative approach and a strict code of confidentiality, due diligence and integrity. We leverage strong institutional investor relationships and adopt a global outlook and outcome driven approach to every engagement.

We help our corporate clients and entrepreneurs in the areas of mergers and acquisitions, private equity - equity financing, angel investment, venture capital and structure financing 

Our Family Office services, helps manage all financial aspects of your family from holistic wealth management, cash-flow and investment management, real estate, insurance, tax planning and book keeping, estate and succession planning. 

We deliver this service though a combination of in-house expertise and a trusted partner network, thereby allowing your family to focus on more important matters. 

We function as your Family CFO and constantly manage and monitor your financial affairs, with the goal of sustaining and growing long term wealth and the well being of your family 

Through our in-house team and partners, we help our clients with the process and complexities of inter-generational wealth transfer plans, family governance structures and overall succession planning. 

As trusted advisers, we understanding our clients goals and recommend optimal structures to protect and pass-on family wealth and legacy, manage future uncertainties and execute their intended vision for their families 

This includes wills, living trusts, gift deeds, estate and tax planning to create watertight structures for asset and wealth transmission