What We Do?

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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.