Private Bankers provide value through superior knowledge and a better identification of needs.
Our Advisory Desk in India brings strong knowledge and experience of over 50 man years of the Indian Financial Markets and Equity Markets respectively. The desk works closely with offshore teams to bring to you research and advise from across the globe.
The process of putting together a portfolio recommendation for the client goes through a 4 stage process of Screening, Fundamental Research, Advise on Portfolio Construction and Implementation. The Advisory team is also happy to meet you to discuss specific portfolio inputs from time to time.
We are currently an over 50 member team with a strong presence in Bangalore, Delhi, Mumbai, Hyderabad, Chennai and Kolkata. The team consists of dedicated Senior Relationship Managers supported by strong capabilities in Research, Product Advisory and Capital Market operations.