Social Investments

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.

They want to leave behind a tangible legacy in wider society.

Our vision is to be the conduit between meaningful generosity and the most deserving recipients of that generosity.

We offer Impact Investment Services in the following social investment domains

Our Offerings

We offer Impact Investment Services in the following social investment domains

Education

Elderly care

Climate Change initiatives

Renewable energy

Water conservation

Afforestation

Awareness creation

Approach

Understand the unique 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 impact investments.

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.

Get in Touch

To know more, please feel free to reach out to us at +91 80 4147 9777.