Holistic & unbiased advice to protect & grow your wealth
Personalized succession plan crafted for an enduring legacy
Rich insights to govern the functioning of your family's affairs
Impact driven solutions to support the causes you care about
Independent and impartial advice tailored to your needs
Ensuring seamless migration of your wealth
Helping you navigate the complexities of giving
Access to trusted insights and your wealth 24x7
142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021
7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018
SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051
18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301
SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023
815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042
SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025
Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034
SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002
Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035
SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017
Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001
SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa
WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081
1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006
916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016
Managing client relationships in the UHNI segment. This a farming cum hunting role with an even split between both responsibilities.
Managing existing client relationships, advising clients on portfolio investments across all asset classes. New Client Acquisition.
A post graduate with 12 - 15 years of Investment Management experience preferably from a wealth management background. An individual with excellent Communication skills who has handled large relationships across UHNI/HNI segments and Family Offices. Exposure to the “Advisory” model will be a distinct advantage.
142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021
7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018
SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051
18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301
SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023
815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042
SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025
Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034
SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002
Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035
SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017
Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001
SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa
WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081
1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006
916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016