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OUR SERVICES




PRIVATE BANKING
PORTFOLIO MANAGEMENT SERVICES
RISK MANAGEMENT AND WEALTH PLANNING
ALTERNATIVE INVESTMENT FUNDS

PRIVATE BANKING





Our associations with leading private banks provide our clients a platform for global investments, trade, estate planning and fund management. High quality research on making conservative investments by focusing on fundamentals & following the investment cycle form the core of private banking supplemented by highly personalized service and confidentiality.


Private Banking platform combines the 4 domains of wealth- creation, preservation, consumption and transfer. The model provides suitable solutions depending on the return-risk profile of the client and provides access to multiple asset classes such as equities, bonds, structured products, hedge funds etc. combined with the benefits of leveraging.



PORTFOLIO MANAGEMENT SERVICES





A professionally managed focused portfolio using the principles of value investing and long-term focus on investments. The scheme is managed by highly-skilled and experienced professionals who focus on the fundamentals, economic moat and high conviction ideas to create wealth.


As described by renowned investor Seth Klarman- “Value investing is the discipline of buying stocks at a significant discount from their current underlying values. The element of a bargain is the key to the process.” We follow the same approach for PMS investments which in turn generates risk adjusted superior returns.


Services such as portfolio tracking, addition/partial withdrawal of funds, switching the strategy, monthly statements and personalized solutions form the part of our PMS offerings.



RISK MANAGEMENT AND WEALTH PLANNING





We review the existing financial plan on both life and non-life fronts and develop a comprehensive structure for risk protection, estate planning and business continuity among other services.


An IFA approach to financial planning enables us to approach the products with an external appraisal and make appropriate propositions on the basis of our judgment.



ALTERNATIVE INVESTMENT FUNDS





Being part of the AIF domain, we provide our clients with very selective, well researched and fundamentally analysed AIF products in the fields of private equity, real estate funds and hedge funds. Such products act as excellent diversification tools and provides a hedge by being an alternative asset class.


  • Private Equity- Investment through our recommended private equity funds enables the investor to participate in the growth story of unlisted companies or value generation from buyouts. The risk gets diversified by investment in 6-10 companies in fundamentally strong sectors. Private Equity funds provide alpha returns compared to equity markets while being immune to capital market fluctuations.
  • Real Estate Funds- Investments in AIF Category II real estate funds provide exposure to the real estate sector through a mezzanine structuring and risk allocation through investments in multiple projects.


U.A.E - India


Email: info@fin1wealth.com
Call: +971 526607920
Call: +91 9950704414