Wealth Management

Avendus Wealth Management aims to be a trusted advisor and money manager for its clients' personal and business needs on a platform of transparency, product innovation and performance.

It has the best-in-class Wealth Management Franchise in India. Avendus Wealth Management seeks to deliver to its clients not only wisdom in the arena of investment management, but also address holistically their business needs by leveraging Avendus' strengths in other businesses, to provide solutions in the areas of Capital Markets, Private Equity, and M&A.

The Wealth Management platform provides client several advantages :

An experienced team that has closely witnessed market cycles and possesses over 100 collective man years of relevant industry experience.

Full service personal and business solutions delivered by leveraging the Avendus platform, relationships and domain expertise to create value for clients.

Best-of-breed investment solutions from product providers in equity, fixed income, real estate and alternate investment classes. The platform allows its client to have access to unique co-investment opportunities with the Investment bank.

The products offered in India include :

• Customized equity portfolios

• Structured fixed income products

• Private equity opportunities

• Best of the lot mutual funds, IPOs

• Broking solutions for both personal and institutional needs

• Extensive coverage of the markets through in-house and secondary research

• Audited client reporting with 24 X 7 access and simple, transparent fee plans

A comprehensive solution for managing a family office, from setting up a family trust and managing the investment portfolio, to taxation and reporting.

As a SEC Registered Investment Adviser, Avendus Wealth Management may offer permissible products to US clients in their portfolio, including US registered investments or US exempt investments.

To know more about Wealth Management , write to contact.wm@avendus.com