Take Charge of Your Financial Future

With the help of our experienced team of financial advisors, build a customised financial plan tailored to your investment needs

Financial Planning Process

Talk about how the below process solves core customer pain points with Advisory. Below are the key pain points to consider

Onboarding

Once onboarded with us, we will work towards understanding you and your financial goals better.

Analysis

Upon analysing your financial information, we will devise a comprehensive financial plan, in line with your investment goals.

Guidance

A detailed investment recommendation will be provided to you, focused on your goals and risk appetite, to guide you to the right investment decision making.

Execution and Management

Assistance in implementation of your financial plan will be provided, extending to selection and management of right investments for you.

Monitoring and Review

To ensure your financial plan stays on track, regular reviews and monitoring will be conducted. To ensure you achieve your financial goals, we will actively monitor and review your portfolio.

Monitoring and Review

To ensure your financial plan stays on track, regular reviews and monitoring will be conducted. To ensure you achieve your financial goals, we will actively monitor and review your portfolio.

Invest Smarter with our
Goal-Based Target Return Calculator

Our user-friendly tool helps you make informed investment
decisions based on your specific life goals.

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Our Services

Financial Planning

Our experienced advisors will create a personalized financial plan that helps you achieve your goals and secure your future.

Select Products

Help you choose the best investment products based on your goals and risk tolerance, from a wide range of investment options.

Build Portfolio

Build a diversified investment portfolio that's tailored to your specific needs and goals.

Maintain Portfolio

Keep monitoring and rebalancing your investment portfolio to ensure it stays on track.

Discretionary Mandates

We offer discretionary mandates for investors who prefer to delegate investment decisions to our experienced portfolio managers.

Our Services

Financial
Planning

Our experienced advisors
will create a personalized
financial plan that helps
you achieve your goals
and secure your future.

Select
Products

Help you choose the best
investment products based
on your goals and risk
tolerance, from a wide range
of investment options.

Build
Portfolio

Build a diversified investment
portfolio that's tailored to
your specific needs and
goals.

Maintain
Portfolio

Keep monitoring and
rebalancing your investment
portfolio to ensure it stays on
track.

Discretionary
Mandates

We offer discretionary
mandates for investors who
prefer to delegate investment
decisions to our experienced
portfolio managers.

Our Services

Explore more than just wealth

Digital Family Office

Through our digital family office, we can provide assistance in legacy planning, immigration and residency through investments, efficient structuring of investment holdings and financial insurance to help you secure your future.

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All your investment needs in one place

Assets Under
Advisory

Through our platform, you can monitor the status of all of your investments through our Assets Under Advisory (AUA) solution, connecting your private banking accounts together with Kristal allowing for a birds-eye view on all your holdings.

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A word from the
Advisory Head

“The platform allows me to straddle strategies across various asset classes including bonds, equity and more. Love the ease, control and freedom.”

Amol Nabar

Banker, JP Morgan

Sivasankar Elambooranan

Head of Investment Advisory

Parvathy Srikant

Lead, Relationship Management

Noopur Machale

Investment Advisor

Ruby Leung

Investment Advisor

Urvashi Jeswani

Investment Advisor

Talk to our experts

Looking for help with building your portfolio?
We have a great team of advisors excited to work with you.
Explore our personalized services.

Book a call

Talk With Our
Financial Advisors

A fully digital onboarding process that can be completed within 15 minutes. No more voluminous paperwork and queuing!

Contact Us