for Financial intermediaries

We offer consultancy services to Wealth Managers, aimed at supporting them to design, develop and implement processes for a more efficient structure for client servicing, particularly to High Networth Investor segment. 

Our endeavour is to assist our Wealth Management partners in their business growth and for their client acquisition through our support systems, comprising of a vast variety of products and services. We also assist Wealth Managers in developing ancillary business verticals to support the overall business vision.

Services also includes providing orientation on various segments of Alternative Investments, and training on product categories.

In other words, it is “Products As A Service” that we provide

To Product providers & Asset Managers

We offer consultancy services to Product Providers and Asset Managers aimed at assisting them with business / market intelligence, processes and assisting in developing distribution outreach. This includes help such partners with Business Viability Reports, Competitive Landscapes and other Strategic Inputs.

We also assist in Product design and Go To Market strategies. 

In other words, it is value-added “Distribution As A Service” that we provide

Range of our Products & services

Our services cover products like Portfolio Management Services, Venture Capital / Private Equity Funds, Hedge Funds, Real Estate Funds, Commodities Arbitrage Opportunities, Structured Products, Fixed Income & Credit Funds, Alternative Debt including Venture Debt, Pre IPOs, Passion Investments, Succession Planning, etc.

The range includes Domestic as well as Global Products.

Become a Partner

If you would like to partner with us, fill out the form below and one of our staff members will get back to you.