One platform for your investment approach
Equity
- Direct Stocks
- Equity Advisory
- Mutual Funds
- Structured Products
- AIFs
Fixed Income
- Mutual Funds
- Bonds, Debentures
- Preference Shares
- Structured Products
- AIFs
Alternatives
- Performing,
- Structured
- Distressed Credit,
- Assets
- Real Estate REITs
- AIFs
Access all solutions and products 24/7 view of your consolidated holdings by asset class, advisor and strategy
Create your investment strategy, driven by your family council
We assist in constituting your family investment council:
Appoint your family members, in-house professionals, advisors to the council and determine their roles
Establish framework for capital allocation, beneficiaries, governance, decision making process
Design and enable the Investment Policy Statement
Empowering the family council: access to domain experts, executive coaches
Investment Policy Statement: your family’s investment charter
Family Considerations
- Define holding structure,
- investment entities and taxation considerations
- Outline special needs and other objectives philanthropy, asset-transmission, liquidity events etc.
Investment Principles and Objectives
- Portfolio objectives, risk tolerance
- Asset Allocation, Return Goals, Liquidity Needs, Cash Flow Needs
- Specify guidelines and restrictions e.g. manager restriction, market cap, credit exposure etc.
Performance Benchmarks, Risk Metrics
- Select benchmarks
- Establish guidelines for concentration, liquidity, credit quality and volatility
- Specify conditions that trigger hedging, correction, re-balancing of asset-classes and products
Find out more about Nuvama Infinity
(Formerly Edelweiss Infinity)