Wealth Management
is a long-term commitment to you and future generations! We craft tailoured portfolios designed to deliver market-beating returns.
We understand your goals are as unique as you!
So we're committed to fully understanding your goals and ambitions; and have made it our mission to help you realise them.
Core Capabilities
Strategic and tactical asset allocation
Personalised, and research driven portfolio construction
Product recommendation and curation across offerings available in the market
Expertise
Saloni Parikh, leads our wealth practice. She brings a rare combination of qualifications, experience, and the legacy of being a second-generation wealth manager.
We leverage our years of experience, resources, diligence, and industry networks to personalise wealth management and advisory solutions - key to you achieve your goals.
Personalised solutions
We use the full spectrum of financial instruments available, to design bespoke solutions for you - aligning our research, market understanding, and your requirement and expectations. These include :
- Equities
- Fixed Income
- Advisory
- Mutual Funds
- Structured Products
- Insurance