Most of our clients play three roles in wealth management. Being custodians of wealth, amplifiers of wealth - and the lesser known - positive changemakers in society.
Education
Elderly care
Climate Change initiatives
Renewable energy
Water conservation
Afforestation
Awareness creation
Additionally, we work with not-for-profit social investment organisations that focus on the above domains or others.
Understand the unique philanthropic personality of the client – determined by the social investment domains they want to impact, the allocation of funds into each of the chosen sectors and the sustainability parameters they bring to their vision.
Help the clients create separate portfolios for philanthropy and impact investments if they so desire.
Recommend, customise, and make social investments on behalf of the client.
Ensure that the funds and their impact are aligned with the client’s vision.
Offer maximum visibility into fund allocation, utilisation, and impact.
To know more, please feel free to reach out to us at +91 80 4147 9777.
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