Guidance for every stage of wealth
Different investors need different things. We tailor the conversation to your situation, without suggesting that every product is right for everyone.
HNIs and UHNIs
Business owners, senior executives, entrepreneurs and established families who want a considered, personal approach to wealth.
- Personalised wealth planning
- Portfolio diversification
- Investment strategy discussions
- Eligible specialised opportunities, subject to suitability and eligibility
- Retirement and liquidity planning
- Estate and legacy planning coordination
Relevant services
NRIs
Non-Resident Indians investing in India for family goals, with clarity on eligibility, accounts, repatriation and tax.
- Investment opportunities in India
- Understanding eligibility and account requirements
- Repatriation considerations
- Relevant tax and regulatory considerations
- Planning for family and future goals
Relevant services
Retail Investors
First-time and growing investors who want to start well, invest with discipline and understand what they own.
- Beginning an investment journey
- Understanding mutual fund categories
- Goal-based investing
- Retirement preparation
- Building long-term investment discipline
Relevant services
Families and Long-Term Planners
Households planning across generations, from education and retirement to the orderly transfer of wealth.
- Child education and milestone planning
- Retirement and income planning
- Succession and nominations
- A single, coordinated view of family finances
Relevant services
Access to specialised products such as PMS, AIFs, GIFT City opportunities and unlisted investments is subject to suitability, investor eligibility and regulatory requirements. NRI eligibility, repatriation and tax treatment depend on individual circumstances and current law.
Plan Your Financial Future
Tell us who you are and what you are planning for.