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(ABOVE 10$ MILLION)
Family Wealth Advisory
Financial Planning

Holistic & unbiased advice to protect & grow your wealth

Succession

Personalized succession plan crafted for an enduring legacy

Governance

Rich insights to govern the functioning of your family's affairs

Philanthropy

Impact driven solutions to support the causes you care about

(1$-10$ MILLION)
Personal Wealth Management
Investment Advisory

Independent and impartial advice tailored to your needs

Estate Plan & Wealth Transfer

Ensuring seamless migration of your wealth

Philanthropy & Impact

Helping you navigate the complexities of giving

Analytics & Reports

Access to trusted insights and your wealth 24x7

Exclusive Strategies
Fund of Funds
Global Family Office Advisory
Setting Up a Family Office
Smart Beta
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
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Your legacy awaits



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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
About
Personal Wealth Management (1$ - 10$ Mn)
Family Wealth Advisory (Above 10$ Mn)
Exclusive Strategies
Vault
Careers
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Solutions

Helping you
create an
enduring legacy

Wealth Advisory is beyond just building a portfolio. By serving some of India's most prominent business families since 2011, we have learnt the importance of taking a holistic, global yet personalised approach to meeting our clients' needs.

Personal Wealth Management

Take charge of what's your with wealth management solutions for individuals

Ideal Investable Asset
$1-$10 Million
Family Wealth Advisory

Build your empire with wealth management solutions for family

Ideal Investable Asset
Above $10 Million
Vault

Your access to
rich insights

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

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ARTICLE
Can Smart Beta investing prove to be better than active management?

The old adage “Time is money” no longer means what it used to...

4 Jul 2021 • Kunal Valia
REPORT

India PE/VC Funds Report

What should you know before investing in PE/VC Funds in India?

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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.

Best for UHNW in India

Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

Wealth Briefing Asia Awards 2021

Best Client Facing Digital Innovation - Pan Asia

Wealth Briefing Asia Awards 2021

Best Marketing & PR Campaign - Pan Asia

Wealth Briefing Asia Awards 2021

Great Places to Work Certified, 2021

Great Places to Work Institute

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

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. 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
Contact

Your legacy awaits



Topic of Enquiry*:


Follow Us
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017