Your car choices are different.

When you need a ‘portfolio approach’ over a ‘product-led’ engagement, then our advisory services mandate may be the perfect fit for you. Our advisory services proposition is a truly unbiased engagement platform which seeks to offer a real alignment of interest. The focus is to look beyond just a transaction, and look at our collective wealth domain expertise and infrastructure to work towards your sustained satisfaction.

Our platform capabilities are equally engineered to create solutions that put you first.

Also, given the fact that you may have multiple wealth partnerships, we offer the ability to execute transactions on a platform of your preference.

With the equity advisory platform, we bring a proactive approach to the equities space with a consultative engagement model. Attention to your unique risk tolerance, investment preference and investment horizon forms the bedrock of the proposition.

The core investment philosophy at the equity advisory desk entails a thorough evaluation of:

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  Quality of the business
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  Size of the opportunity
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  Share of the Industry/growth
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  Valuations/Margin of safety

A custom investment portfolio is built based on your unique background and nuances rather than aligning holdings to a model portfolio.

We have an exclusive desk which brings forth boutique or ‘off the conventional shelf’ ideas.

This includes:

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  Unlisted/Pre-IPO opportunities
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  Structured/customised debt transactions
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  Venture investing (directly/jointly with funds)
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  Distressed asset investments

These are just a few illustrations from a wide swathe of opportunities that we continuously scan and evaluate for you from across the investment landscape.