Wealth Management

Crafting bespoke solutions to grow and protect wealth

We understand the complex financial needs of UHNIs (ultra-high net worth individuals), families and corporates, and we offer them unique products and services that can meet their requirements. We leverage our group resources and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals.

Our customized services are complemented by our superior execution, robust investment policy framework, rigorous due diligence process with a strong emphasis on picking future winners.

Core Capabilities
and Expertise

In a swiftly changing global economic and business setting, we commit to add sustainable value to our clients through:

  • Strategic and tactical asset allocation services
  • Primary and secondary liquidity event management services
  • Customized estate and succession planning services
  • Trust services
  • Financial reporting and auditing services
  • End-to-end financial advisory
  • Taxation advisory
  • Lifestyle advisory

We Work With

Family
Offices

We help manage the fiduciary, trust and estate businesses of multiple families of high repute and provide them with investment prepositions which are differentiated and strategic in value.

Our exclusive tie-ups with HR and lifestyle consultants and education agencies is another step in our endeavor to be a complete solution provider for both financial and personal goals of our clients.

Corporate
Treasuries

Avendus Wealth Management facilitates corporates to prudently manage their surplus funds. We advise over 50 corporate treasuries and manage treasury assets worth USD 1.3 billion.

Our in-house trading desk has the capability to provide unique solutions to corporates with access to major debt market participants.

Ultra-High Net
Worth Individuals

We aim to cater to every need of our clients by providing them with customized portfolio recommendations, taxation advice and succession planning.

We ensure strong portfolio governance through superior execution, risk mitigation and deployment of continuous monitoring mechanisms.

Product Offerings

Debt

Our strong network of major debt market participants across banks, corporate treasuries and asset management companies (AMCs) enables us to procure debt products at attractive prices across the yield curve, ensuring adequate liquidity for our clients at all times.
Equity

Our deep connects in the equity markets, coupled with our stringent in-house evaluation methodologies, enable us to spot alpha investment opportunities.
Alternates

Avendus Wealth, leveraging its group-level ecosystem, provides differentiated investment opportunities in private markets. Investors can connect with diverse and renowned private equity (PE) / venture capital (VC) funds and hear directly from promoters in potential investee companies
Wealth Management
January 2020

India's Venture Capital Quotient: Anand Lunia, India Quotient, talks about emerging themes

Anand Lunia, Founding Partner, India Quotient, one of the most successful Indian VCs, talks to Avendus Wealth Management about their barbell investment strategy, upcoming themes in India's unlisted markets, and how the space is fast garnering attention from domestic investors.

View Time: 6 minutes
Wealth Management
January 2020

Why Indian families must allocate capital to global assets

Indian investors have a significant home bias while investing. More than 98% of their savings are invested in domestic markets. By contrast, US based investors tend to invest 27% in international markets while those in the UK invest about 50% of their investments overseas.

Read Time: 8 minutes
Wealth Management
October 2019

Simplifying fund selection for your investment portfolio

Fund selection is the second most important parameter, after asset allocation, when it comes to building a robust investment portfolio. It is a game of prudence, involving careful cherry picking of managers to help you achieve your financial goals, while minimizing risk.

Read Time: 3 minutes
Wealth Management
May 2019

Investment Trend Alert: An emerging market for employee shares in unlisted companies

In the early 1990s, the stock market acted not only as a primary source of financing to new businesses, but was one of the key avenues for the investor community to allocate capital.

Read Time: 4 minutes
Wealth Management
March 2018

The flight of wealth: should we worry?

Recent reports of 7,000 Indian dollar-millionaires having left the country last year have revived fresh fears about wealth drain and its trickle-down effect on the economy.

Read Time: 4 minutes
Wealth Management
July 2018

Distressed assets in India: Should you invest?

The Indian distressed assets investment landscape has come of age, and we think the time is ripe for discerning investors to step in and pick “value” assets.

Read Time: 5 minutes
Wealth Management
July 2018

Rise of owner-fund managers: implications for Indian investors

The phenomenon of the owner-fund manager is gathering momentum and this could change the face of the Indian fund management industry.

Read Time: 4 minutes
Wealth Management
September 2018

The Evolving Debt Market: Plan Your Exit Wisely, Just Like Your Investments

Over the past two decades, Indian markets have grown at a tremendous pace.

Read Time: 4 minutes

People

Kaushal Aggarwal

Co-founder and Managing Director, Avendus Capital
Arvind Bansal

Executive Director and Head, Products and Advisory, Avendus Wealth Management
Swati Singh

Executive Director and Head, Fixed Income, Avendus Wealth Management
Umesh Gupta

Executive Director and Head of Equities – PMS, Avendus Wealth Management

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