Chander Shekhar

To advise UHNI families on Wealth management, legacy planning, philanthropy, family corporate governance and Investment management. Advising some of the reputed UHNI families in Chandigarh and large corporate treasuries. Managing their long term and short term Investment allocations. The firm works with only selected clients with a focus on customer centric approach, robust service platform, wealth preservation and inter generational transfer of wealth. The prime objective is to guide client families, help them evaluate opportunities in the listed and unlisted space. Helping them to raise equity through private equity platforms, re-structure their corporate debt, provide promoter funding and bridge funding and explore international opportunities. The company provides expertise in PE space and offers co-investment opportunities for the institutional clients

Taking care of Affluent Channel Clients( HNI & Ultra HNI) which includes platforms like Exclusive & Pioneer Banking set ups! Creating & Structuring profitable portfolios across equity and debt markets(Mutual Funds, Direct Trade and Derivatives), Legacy planning, Private Equity including Real estates and Selected Stock portfolios(PMS). Advisory in listed and unlisted space!

Portfolio Management Client advisory Equity Research

Wealth Advisory, Financial Markets update & Client Management across Private Banking set up

Wealth Advisory, Client Relationship Management and Financial Markets update.

Portfolio Handling, Customer Advisory and Financial Planning, Service Handling.......

Market Research, Product Survey