Our mission:
We aim to generate attractive long-term risk-adjusted returns for the benefit of our clients & stakeholders.
We are defined by our values...
Integrity
We earn our clients’ trust & loyalty by offering an impartial opinion in their best interests.
Responsibility
We retain a responsible & objective approach, building relationships on mutual respect & honesty.
Transparency
With our platform, we enable access to your entire portfolio, with total visibility for every transaction & investment.
Client support through all business & life cycles
Asset management
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Family office advisory
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Wealth planning
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Intitutional & corporate advisory
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Investment banking advisory
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Portfolio & investment advisory
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Open Architecture Platform
We offer an open-architecture platform, which allows us to deliver a wide range of proprietary & third-party products & services. Our access to top-tier global banks & brokerage houses ensures that you have access to the best financial products globally across every asset class.
Powered by technology
We use scalable tech to consolidate investments & diversify portfolios. Our intutive platform enables you to analyze, transact, track & make better decisions.
Tailored solutions
We understand that each client’s need is unique. Through tailored solutions we deliver best-in-class service & opportunities. We are a reliable, transparent & long-term partner for your all-around investment needs.
Meet the team
Syed Abu Turab Zaidi
Director
Private Banking
Kuldeep Chugh
Associate Director
Private Banking
Michelle Dias
Associate Vice President
Products
Komal Lakhani
Associate Vice President
Compliance
Kashika Baweja
Associate Director
Private Banking
Jossie Fernandes
Manager
Administration and IT
Uma Ramesh
Associate Vice President
Operations
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