We Act With Very High Fiduciary Responsibility And Confidentiality.
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We run a long term oriented absolute return equity strategy in the form of managed accounts. With typical sizes of $1 Mn and above. Our exposure may and have included US equities (with an Indian consumer angle) from time to time. We are in efforts to launch an OFFSHORE FUND for the same strategy.
We also work for international companies to conduct research on investment opportunities in India. This may include forensic audits, micro economic research and industry/ sector analysis. We publish an India specific macro piece (investment oriented) and a stock specific research piece each week on a subscription basis.
We work with HNIs with more than 25 Lacs in investible corpus. Our services include overall investment policy statement including tax planning, investment execution and monitoring. We charge a nominal affordable fee for all our services.
An affluent family needs to consider various aspects of wealth planning including investment management, current and future tax planning, inter- generational wealth transfer plan to safeguard and carry forward generational wealth over years. We work as a family office offering customised services so that each and every aspect of efficient wealth planning is considered.
Gaining an independent view of currency hedging, capital investment decisions, treasury functions, project financing decisions, C- Level investment consulting is highly beneficial for an organisation. We work on a completely personalised level to ensure the best outcome.
He has more than 10 years of experience in the field of institutional investment management and high net worth investment planning, most of which he gained in London, UK. His experience includes working in hedge funds and global multi asset investing. He is a CFA (US), a post graduate from the prestigious Imperial College Business School and a Engineer from L.D College of Engineering.
She is an expert in Organisational Behaviour, team building and psychometric testing (Myers Briggs, Belbin profile). Her research methods while pursuing her masters at Aston University, UK gained her an invitation for a doctoral research program at full scholarship. She is also an engineer from L.D. College of Engineering and is Chartered Institute of Personnel Development (CIPD) qualified.