Individuals

Wealth creation and preservation are the most important aspects of personal wealth plan. To grow your wealth over the years, you need the right investment opportunities customized to meet your goals. We understand the complex financial needs of UHNIs (ultra-high net worth individuals) and families and offer them our bespoke investment services to complement their unique investment needs at different life phases taking into account the investment priorities and risk appetite.

We leverage our group resources and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals in a compliant manner. Our advisory is backed exhaustive research for growth, preservation of capital and income generation. Our top priority is robust investment policy framework, careful due diligence process with a strong emphasis on choosing the right products.

We offer the following spectrum of services to our Individual clients

• Overseas investment advisory and product recommendation

• Asset allocation services

• Current investment liquation services

• Customized estate and succession planning services

• Trust services

• Foreign Exchange Management Act Advisory

• End-to-end financial advisory