Asset Advisory Services

As an investor you may engage an investment firm to execute your transactions while you act in the advisory role. This transaction approach though rich in choice, is also a time intensive process requiring detailed follow up on the various asset classes and the products.

In a transaction model, your portfolio has to be consistently balanced evaluating risk and return for every product. An advisory service will not only understand you as an investor but further tailor investment solutions to suit your needs.

The Asset Advisory Role

Wealth management has evolved from a limited role, which is opportunistic and event-driven to that of a more structured diversified and planned science. The services provided as a par to this science is the Asset Advisory Services.

The main characteristics of the Asset Advisory Services are:

  • Transparent Advice: by allowing a broad portfolio view with no bias regarding any product or manufacturer.
  • Asset-Goal Planning: brings in the necessary discipline to make asset allocation work helping you plan for clear goals and ambitions.

Asset Advisory Proposition

Investment firms offering Asset Advisory Services propose the following:

  • Planning and Profiling

    Understanding your goals and what you require enables your advisor to put in place and implement a plan to match your requirements.

  • Research Capabilities

    Enabled with access to a range of products across asset classes and providers, you will be recommended products that are duly researched, analyzed, and short-listed based on true open architecture.

  • Expertise

    With the involvement of sophisticated models and tools ratified by the views of best-in-industry expert, you can leverage process expertise.

  • Alignment of Interest

    Where firms offer complete alignment of interest, driven by prudential limits set on exposure to fund houses, manufacturers, product lines.

  • Fee Based Model

    A viable commercial structure, including a fee model based on assets under advice that also aims to reduce transaction overheads.

The Asset Advisory Services cannot be a water tight structure that is unable to offer flexibility to take care of short term opportunities. While it must have a strategic plan in place, it must allow for tactical allocations.

Curl Drop your visiting cardCurl

Service Eligibility

Asset Advisory Services
Financial Assets of Rs. 5 crores and more
Family Office Services
Net Worth of Rs. 1 billion and more
Asset Advisory Services & Asset Management Services

"Advisors are those who see the reason for what is to be done and what is not to be done” - Kautilya, Arthasastra

Ashish Khetan

Ashish Khetan Senior Executive Director - Wealth Management

Jaideep Hansraj

Jaideep Hansraj CEO - Wealth Management & Priority Banking

Oisharya Das

Oisharya Das National Director - Client Relations

Rajesh Iyer

Rajesh Iyer Senior Executive Director- Wealth Management & Head - Investment Advisory & Family Office

Samira Bhargava

Samira Bhargava Head South India – Wealth Management Services

Srikanth Subramanian

Srikanth Subramanian Senior Executive Director - Client Relations & Regional Head - North

Think Tank

Our Wealth Management experts share their views and opinions. Read the articles