Asset Advisory Services - Genesis

With over eleven years in the industry we have noticed the subtle and gradual changes. It has been an evolution from opportunistic advisory focused on transactions to a more structured science revolving around asset management.

To take our services to the next level, we along with a global consultancy firm conducted a survey amongst the HNI category in India and abroad to understand your needs in depth.

We then mapped these with gaps in the existing offerings, benchmarked global offerings and best practices.

Result of this exercise was that in addition to our existing product driven service, we launched a completely revamped asset management proposition that puts your interest in the centre. This marks a shift from a transaction based service to an advisory service. This is called Asset Advisory Services and is structured to be completely aligned to you while remaining commercially viable. The key pillars of this service are that we are not driven by distribution dynamics and brokerages; we have a completely open architecture with no bias for or against any manufacturer. Most importantly we have expert resources and well defined processes & systems to meet your investment objectives.