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.
Client segments · Ultra-HNIs
The principal.
You’ve excelled in your field. With ₹25 crore or more in play, your capital deserves a partner who makes it work as hard as you do, answerable to your life.
ConsolidatedWell StructuredAnswerable only to you
For business owners
When your capital is in the business.
Many of our UHNI clients are also entrepreneurs who have built operating businesses. As liquidity events, succession planning and personal diversification come into focus, the wealth side needs a partner who understands both worlds.
01
Pre-IPO & liquidity planning
02
M&A, structured finance & value unlocking
03
Business succession & estate planning
04
A network of founders who have been there
Where we add value
Your life dictates the policy. Not the other way around.
Trends & opportunity mapping
By identifying emerging trends and mapping opportunities, we enable you to make proactive and informed investment decisions.
A 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.
The Friction and Our Solution
Where we add value.
Portfolio is product-driven
Our solution
Create and follow an Investment Policy Statement
Not sure of performance versus the benchmark
Our solution
Consolidated reporting and review
Are the costs in line?
Our solution
Independent cost audit
Am I too active, or too passive?
Our solution
A holistic portfolio approach
Stay updated with our views.
Market insights and perspectives from the Palette team, delivered once a month.