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.

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