INVESTMENT & ADVISORY
Increasing wealth in India, greater interest in equities and other asset classes including non-traditional alternatives assets and the emergence of an aspirational middle class, creates a favourable landscape for significant expansion in wealth management.
A robust and cost-effective business model focused on improved transparency and compliance, synergistic partnerships and efficient technology solutions, supports our highly customised approach to wealth creation.
We offer differentiated value propositions to our customers, delivered through our specialist financial advisors as well as through our user-friendly digital platforms.
Business Highlights (as on March 31, 2021)-
• Amongst the leading wealth management players in India, with Assets under Advice of INR 155,000 Cr.
• Client base of 7 lacs Affluent & ~2,600 UHNI.