Who can invest ?

Dynamic Achievers (HNIs)

I am 42 and a 2nd generation entrepreneur .We have a established business and substantial annual savings in our personal accounts. We save our money in insurance, debt funds and Equity mutual funds. We love to travel across the world and meet new people.

Life Goals

We have two children 9 & 12. They are diligent and smart and dream of pursuing studies abroad in top universities. We want to provide them with the best education and also want to save money for their future. We want to buy a new family residence in few years. I also dream of owning a yacht some day.

Challenges

Need bespoke financial advise to deploy our savings in the right products with minimal risk while ensuring the achievement of the financial goals.

Established Industry Leaders (Ultra HNIs)

I am 54 years old, chairman of our company. Our company is profitable and into manufacturing. We already have investments exceeding 25 crores across various instruments. Our business valuation is substantially higher. Every year our business generates surplus most of which we reinvest into the business. Our family has 4 children who are 14, 17, 24, and 26. They wish to pursue their interests in economics, sports, art & business management.

Life Goals

In the long run want to diversify into a new unrelated business domain to safeguard against disruption . We want our company to be run by professionals. Incase we wish to exit our business, we would want fair valuation and liquidity.

Challenges

Majority of our net worth is derived from our robust business. Technology is causing disruption in many businesses. We need to invest for long term, where returns are good, portfolio is diversified, and liquidity is good. At times I doubt if the next generation will join our business and whether our business stand the test of time & disruption.

Wealth Advisors

Financial Advisory Firm

We offer the best advise and the right products after understanding the risk profile of our investors. We have offered them Debt instruments, Mutual Funds and insurance products too.

Goals

To offer our clients with new products with higher risk adjusted returns. To give the right instruments capable of accomplishing their long term life goals. To create trust and confidence in our customers.

Challenge

We need to verify and offer new suitable products to our investors. We need to offer enhanced range of products that have good liquidity, good returns with lower risk. Unique products that meets all above criteria will help us win a greater share of business from each client. Also our company would secure a bigger market share.