HNIs & UHNIs

We partner with you to realize your financial aspirations, aligning with your dynamic business endeavors and evolving personal needs. Our comprehensive suite of investment solutions includes equity-based products such as Direct Equities, Mutual Funds, Portfolio Management Services, Derivatives, Alternate Investment Funds, Structured Products, and Global Investments. Additionally, we offer a curated selection of Fixed Income instruments, Debt-based AIFs, Tax-Free Bonds, and debt-oriented Structured Products, with tailored opportunities in Private Equity, Venture Capital, Unlisted Equities, and exclusive investment ideas. Our expertise extends to bespoke insurance solutions, covering Life, General, and Global Health insurance. Through our open framework approach, we conduct thorough due diligence to ensure every investment aligns with your goals, carefully selecting the best partners and products for your portfolio

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a table with food and wine

Explore Our Services

Investment Management Solutions

Equity Baskets, Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Structured Products

Fixed Income Solutions

Bonds, Debt-based AIFs, Fixed Deposits, Treasury Products

Private Equity, Venture Capital Funds, Unlisted Equities, P2P Lending Opportunities, Real Estate Investments, Niche and Bespoke Investment Opportunities

Private Investments Solutions
Risk Management Solutions

Life Insurance (Term, Endowment, ULIPs), Health and Critical Illness Insurance, General Insurance (Home, Motor, Travel, Cyber), Corporate Insurance Solutions (Group Policies, Keyman Insurance), Hedging Strategies

Structuring Solutions
Financing Solutions

Family Office Services, Estate Planning and Succession Management, Trust and Will Advisory, Tax Planning and Optimization

Loan Products (Home, Personal, and Business Loans), Loan Against Securities,

Global Investments

Offshore Investments, International Banking Assistance, Global Health Insurance

Portfolio Tracking and Analysis Tools, Reporting and Analytics Dashboards

Digital and Technology Support
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PORTFOLIO

fundpe

one-stop financial product distribution solutions

capitalfeeds

capitalfeeds delivers cutting-edge research tools and insightful news for equities, fixed income, managed funds, and market trends. Enhance your investment strategy with our comprehensive data and financial information, all from a single, authoritative platform.