OFFERINGS

Bespoke offerings

Our services have two clear objectives: the protection of family wealth and the management of family assets. Our ability to deliver packages of coordinated services tailored to individual needs sets us apart from our competitors. As a client you always recieve advice that is meritocratic and without any conflict of interest.

Financial Planning

We help you with impartial and independent advice across asset classes, portfolio managers and geographic regions.

Succession

We help you to successfully transition ownership, leadership and management of your business and family’s assets to your successors.

Governance

We help you to establish a clear family governance strategy against which major decisions should be judged and harmoniously implemented.

Philanthropy

We help you in your philanthropic journey and ensure that your generosity has a lasting impact.

Vault

Your access to
rich insights

From experienced partners at the forefront of
today's financial trends and beyond.

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Discover the wisdom behind wealth.

ARTICLE

Environmental, Social and Governance Investing–A fad or here to stay?

Looking at ESG risks alongside financial metrics parameters could make us better prepared in the future for unforeseen risks...

15 Apr 2021 • Soumya Rajan

ARTICLE

Why wealth managers need to recognise the growing influence of women

Women are half the world’s population yet they remain very underserved by their wealth managers. Most wealth managers use a one-size fits-all approach and have not unlocked the full potential of this segment

01 Mar 2021 • Soumya Rajan

ARTICLE

Budget should root for growth, ditch deficit concerns.

In light of the recession caused by Covid 19, the issue of growth versus fiscal discipline for framing the Budget 2021 will be the most debated one by the Government and Finance Ministry

27 Jan 2021 • Nimish Shah

ARTICLE

Apply disciplined approach with cautious optimism for a better post-COVID investing experience

In the current markets where fixed income will give returns lower than inflation and equity valuations seem high, investment decisions are difficult to make.

07 Dec 2020 • Nimish Shah

ARTICLE

Surviving a leadership transition

Succession planning in the social sector can be difficult, but it doesn’t have to be.

25 Nov 2020 • Prabhir Correa

Webinar

Joy of Giving
Week

We bring to you immersive and insightful conversations with two leading philanthropic families in India.

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"The hallmark of our offering is professional and personalised wealth advisory services. Our clients rely on us to work with them on important and deeply personal issues around their financial well-being"

Soumya Rajan

Founder & CEO

Awards

Result-driven

Recognition

Our awards are a matter of great pride to us. Recognition is natural when our services and processes have added significant value to our clients’ lives and businesses.

Rohan Paranjpey recognised as Top Under 40 Alternative Investment Professionals in India

Association of International Wealth Management of India

Great Places to Work Certified, 2021

Great Places to Work Institute

Ruchi Sankhe recognized as Top 100 Women in Finance

Association Of International
Wealth Management Of India

Niharika Bakliwal recognized as Top 100 Women in Finance

Association Of International
Wealth Management Of India

Excellence in Industry Led Automation, 2020

UiPath Automation
Excellence Awards

Best Boutique Private
Bank - India

The Asset Triple A Private Capital Awards for Private Banks, Wealth & Investment Bank Advisers, Solutions and Index Providers 2020

A Best for UHNW - India

Asia Money Private Banking
Awards, 2020

Best for Wealth Transfer/Succession Planning - India

Asia Money Private Banking
Awards, 2020

Best Family Office Overall

Global Private Banking
Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

Global Private Banking
Innovation Awards, 2020

Best Governance Services
for Families - Asia

Wealth Briefing Asia Awards, 2020

Best Domestic Private
Bank - India

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

Global Private Banking
Innovation Awards, 2020

Most Innovative Business Model

Global Private Banking
Innovation Awards, 2020

Best Private Bank
– HNWIs

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Boutique Private
Bank

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Domestic Private
Banking Service - India

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

Wealth Briefing Asia Awards, 2019

Sadaf Behbahany recognised for Outstanding Contribution by Women in Wealth Management

Wealth Briefing Asia Awards, 2019

Soumya Rajan recognised amongst India's Top 100 Women

Association Of International
Wealth Management Of India

Soumya Rajan - Founder, Managing Director And CEO is recognised amongst India's Top 100 Women In Finance by AIWMI

Association Of International
Wealth Management Of India, 2019

Asia's Best Wealth Manager - Investment Advisory
One To Watch - Wealth Manager - India Domestic

Asian Private Banker,
2018

India's Best Boutique Wealth Manager - Rising Star

Private Banking, Wealth Management,
Investment And ETF Awards, 2018

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Global Wealth Summit
And Awards, 2018

Highly commended - Outstanding Private Bank - South Asia & Best Family Office

Global Wealth Summit & Awards, 2018

Best Family Office - India

Wealth And Money
Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

Wealth Briefing Asia Awards, 2018

Highest Average AUM per RM among Domestic Wealth Management Firms.
Overall Second in India, 2018.

Asian Private Banker,
2018

pressclub

What the press
has been saying

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careers

If ethics and integrity
drive you, Look no further

Some of the most prominent business families in India place their trust in us to manage their wealth amounting to $3.6 Bn. Know what it takes to grow with us.

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Responsible Investing

Our responsible
vision for a better &
brighter future

As capital allocators, we recognize the impact of our investment advice on the world around us. To that end, we are committed to enabling our clients to allocate their capital in a manner that fully optimises the opportunities and minimizes the risks to various environmental, social and governance (ESG) factors.

Explore ESG

Your legacy awaits

Bridging the gap between

your purpose & your

AWARD

NEWS

ARTICLE

ARTICLE

NEWS

NEWS

Bespoke offerings

Your access to rich insights

Be the first

Why wealth managers need to recognise the growing influence of women

Budget should root for growth, ditch deficit concerns.

Apply disciplined approach with cautious optimism for a better post-COVID investing experience

Surviving a leadership transition

Joy of Giving Week

Result-driven

Recognition

Rohan Paranjpey recognised as Top Under 40 Alternative Investment Professionals in India

Great Places to Work Certified, 2021

Ruchi Sankhe recognized as Top 100 Women in Finance

Niharika Bakliwal recognized as Top 100 Women in Finance

Excellence in Industry Led Automation, 2020

Best Boutique Private Bank - India

A Best for UHNW - India

Best for Wealth Transfer/Succession Planning - India

Best Family Office Overall

Outstanding Client Experience In Wealth Management

Best Governance Services for Families - Asia

Best Domestic Private Bank - India

Best Private Bank For Succession Planning

Most Innovative Business Model

Best Private Bank – HNWIs

Best Boutique Private Bank

Best Domestic Private Banking Service - India

Outstanding Contribution by Women In Wealth Management in Asia - Company

Sadaf Behbahany recognised for Outstanding Contribution by Women in Wealth Management

Soumya Rajan recognised amongst India's Top 100 Women

Soumya Rajan - Founder, Managing Director And CEO is recognised amongst India's Top 100 Women In Finance by AIWMI

Asia's Best Wealth Manager - Investment Advisory One To Watch - Wealth Manager - India Domestic

India's Best Boutique Wealth Manager - Rising Star

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Highly commended - Outstanding Private Bank - South Asia & Best Family Office

Best Family Office - India

Nominated as Best Firm for Estate Planning & Philanthropy

Highest Average AUM per RM among Domestic Wealth Management Firms. Overall Second in India, 2018.

What the press has been saying

If ethics and integrity drive you, Look no further

Our responsible vision for a better & brighter future

Your legacy awaits

Your access to
rich insights

Joy of Giving
Week

Best Boutique Private
Bank - India

Best Governance Services
for Families - Asia

Best Domestic Private
Bank - India

Best Private Bank
– HNWIs

Best Boutique Private
Bank

Best Domestic Private
Banking Service - India

Asia's Best Wealth Manager - Investment Advisory
One To Watch - Wealth Manager - India Domestic

Highest Average AUM per RM among Domestic Wealth Management Firms.
Overall Second in India, 2018.

What the press
has been saying

If ethics and integrity
drive you, Look no further

Our responsible
vision for a better &
brighter future