What We Offer
Portfolio Management Solutions:
- Alternate Investment Funds (AIFs): Investment opportunities in funds employing diverse strategies such as long-short, arbitrage, and high-risk trading for capital appreciation.
- Portfolio Management Services (PMS): Customized solutions for HNis, blending equity and debtinstruments to achieve personalized financial goals.
- Thematic Investments: Focused portfolios targeting emerging trends like sustainability, healthcare, and technology.
Wealth ManagementServices:
- Personalized Wealth Planning: Comprehensive strategies for CEOs, CFOs, business owners, and HNis to manage and grow wealth.
- Succession Planning: Structuring intergenerational wealth transfer with tax efficiency and estate planning.
- Retirement Planning: Securing financial independence and stability for post-retirementlife.
Market-Linked Investments:
- Mutual Funds: Advisory across a range of equity, debt, and hybrid mutual fund schemes tailored to individual investor profiles.
- Market-Linked Debentures (MLDs): Structured debt instruments offering equity-like returns with potential capital protection.
- Unlisted Shares: Access to pre-IPO opportunities and private equity investments for long-term growth.
- Unquoted Bonds: Fixed-income solutions for predictable and stable returns.
Equity and Debt Advisory
- Private Equity: Identifying high-growth potential private companies for strategic investment.
- Debt Instruments: Diverse offerings in fixed-income products for conservative investors.
- Hybrid Investments: Balanced risk-return portfolios combining equity and debt.
SME IPO and Capital Market Services
- SME Listings: End-to-end assistance for SMEs in raising capital and gaining visibility through BSE SME and NSE Emerge platforms.
- IPO Advisory: Comprehensive support for companies planning to go public, covering compliance, strategy, and post-listing operations.
- Anchor Investment: Priority access to high-demand IPO allocations for preferred clients.
ESG and Impact Investing
- Offering investment solutions that align financial returns with ethical and sustainable goals.
Market Research and Insights
- Proprietary tools and insights to help clients make informed investment decisions.
- Comprehensive analysis of market trends, risks,and opportunities.
Customized Financial Planning
- Tailored strategies for individuals and corporates to optimize finances and achieve long-term objectives.
Our Expertise
Auriga stands out as a leader in:
- Comprehensive Investment Advisory: Catering to varied financial goals across equity, debt, and hybrid asset classes.
- Diverse Service Offerings: Meeting the unique needs of high-net-worth individuals (HNIs), SMEs, corporates, and retail investors.
- Innovative Financial Strategies: Leveraging advanced analytics, Al, and market research for precision-driven results.
- Client-First Approach: Building long-term relationships based on trust, transparency,and results.
- Ethical Investing: Offering ESG investment opportunities for socially responsible wealth creation.
- Regulatory Compliance: Ensuring adherence to global and regional standards for risk management and transparency.
Our strengths
- Expert Team: A highly skilled team of professionals, including Chartered Accountants(CA), MBAs, and market experts, with decades of experience.
- Holistic Services: Offering a wide spectrum of investment solutions tailored to diverse client profiles and financial goals.
- Client-Centric Approach: Building enduring trust-based relationships through personalized service and a focus on delivering value.
- Regulatory Adherence: Ensuring transparency and full compliance with international and regional financial regulations.
- Technological Edge: Leveraging Al, machine learning, and blockchain for enhanced efficiency and insights.
- Ethical Standards: Commitment to integrity, transparency, and socially responsible investment practices.