Ultra HNIs

UHNIs

A professional or entrepreneur with investible surplus of ₹ 20 cr or more. These are people who have excelled in their chosen profession and need a partner who can make their investments work as hard as they do.

Needs of UHNIs

Thinking through the IPS

Our endeavor involves helping clients think through their Investment Policy Statement (IPS) — clarifying the IPS to ensure alignment between financial goals, risk appetite, and long-term vision.

Trends and Opportunity mapping

By identifying emerging trends and mapping opportunities, we enable you to make proactive and informed investment decisions.

Trusted Advisor

A reliable advisor offers holistic guidance across financial and personal domains, anchored in integrity and insight.

Planning for your Legacy

Wondering what to do next? We have been there ourselves and seen a lot of professionals in their journeys. Our discussions can provide you the information and framework to make good decisions.

Portfolio is product driven

Our Solution : Create and follow Investment Policy Statement (IPS)

Not sure of performance, portfolio value and excess return over benchmark

Our Solution : Consolidated reporting and review

Are the costs in line

Our Solution : Cost Audit

Am I too active or too passive

Our Solution : Holistic portfolio approach