Strategic Financial Growth for Enterprises
Empower your organization with smart, compliant, and high-performance investment strategies. We curate corporate portfolios across PMS, AIF, bonds, and institutional-grade funds — balancing growth, liquidity, and stability.
“Where intelligent planning meets consistent performance — guiding businesses toward sustainable wealth creation.”
Advisory Focus
- PMS & AIF Portfolio Management
- Corporate Treasury Planning
- Regulated & Audit-Compliant Investments
- Bonds • NCDs • Institutional FDs
Institutional Investment Advisory— At a Glance
Why choose our advisory?
- Strategic asset allocation for corporate treasuries
- Access to SEBI-registered PMS & AIF managers
- Due diligence & risk quantification
- Tax-efficient structures & audit-ready reporting
- Quarterly performance reviews and rebalancing
Who benefits?
- Corporate treasuries & CFO offices
- Large trusts & foundations
- Co-operative & financial institutions
Compliance & Governance
We handle KYC, FATCA / FEMA (for NRIs), and SEBI verification for PMS/AIFs. Receive fully audit-ready reports designed for robust corporate governance and transparency.
Products & Solutions
Portfolio Management Services (PMS)
Actively managed SEBI-registered discretionary and non-discretionary portfolios crafted for institutional growth.
- Equity, hybrid & thematic strategies
- Quarterly performance & compliance reports
- Risk overlays & sector limits
Alternative Investment Funds (AIF)
Exclusive access to Category I/II/III funds — private equity, real estate, credit & thematic opportunities.
- Pre-screened fund managers & due diligence
- Structured lock-in & exit planning
- Long-term alpha generation focus
Bonds & NCDs
Curated corporate and PSU bonds offering steady returns and predictable income streams.
- AAA to A-rated issuers
- Regular coupon / interest payouts
- Short, medium & long-term tenures
Fixed Deposits
High-safety FDs from banks & NBFCs with flexible tenure and payout options for liquidity planning.
- 6 months to 10 years tenure
- Monthly / quarterly / annual interest
- Top-rated issuers only
Mutual Funds & Treasury Solutions
Optimized liquidity & yield using institutional mutual fund portfolios built for efficiency.
- Liquid & ultra-short-term fund strategies
- Debt ladder portfolios for cashflow predictability
- Balanced hybrid exposure for stability
Loan & Investment Consulting
Personalized financial planning and funding advisory for individuals and corporates.
- Home, business & secured loan solutions
- Strategic investment guidance for growth
- End-to-end documentation & support
Real Estate & Infrastructure Investments
Discover carefully vetted real estate and infrastructure opportunities backed by rigorous due diligence, legal verification, and regulatory compliance.
- Pre-investment legal & title checks
- Structured documentation & escrow services
- Exit planning & investor reporting
How We Support You
Our team ensures every investment undergoes end-to-end due diligence — including RERA verification, partner legal counsel, compliance checks, and progress tracking. This ensures capital protection and steady returns.
Partner Network & Execution
We collaborate with SEBI-registered partners, banks and NBFCs to deliver institutional-grade execution, transparent reporting, and seamless operational excellence.
Ready to optimise your corporate portfolio?
Request an institutional advisory call for PMS, AIF, bond ladders or treasury solutions.