What we do

Nine instruments. One portfolio.

We are deliberately product-agnostic. What follows is the full range we can access — but a portfolio is a set of decisions about how much of your money goes where, and most clients hold only a handful of these at any time.

Portfolio Management Services

Discretionary and non-discretionary mandates for larger portfolios, with a named manager and a strategy you can actually interrogate.

Mutual Funds

The core of most portfolios we build. Selected on mandate and manager tenure rather than last year’s league table.

P2P Lending

Platform-based lending as a small, deliberately capped satellite allocation. Higher yield, and higher risk, held in proportion.

Alternative Investment Funds

Category I, II and III AIFs for qualifying investors seeking exposure beyond listed markets.

Specialised Investment Funds

The newer SIF framework, for strategies that sit between mutual funds and AIFs in both flexibility and ticket size.

Fixed Deposits

Corporate and bank deposits laddered for the part of your money that has a date attached to it.

Equity Trading

Direct equity execution and advisory for investors who want to hold individual businesses, not baskets.

Insurance

Term and health cover sized to your actual liabilities. Protection kept separate from investment, on purpose.

Taxation

Capital-gains planning, harvesting and structuring, so the return you keep is closer to the return you earned.

Each service links through to an enquiry form with that interest already selected. Availability of certain products depends on eligibility, minimum investment size and regulatory suitability criteria.

Let’s talk about what your money is for.

No pitch deck, no product list. A conversation about your goals and whether I’m the right person to help you reach them.

Talk to Hemal