About Us


A Boutique Wealth Advisory Firm Specializing In Providing Tailor – Made Solutions To The Discerning Across Spectrum Of Services.

 

We believe in adding value through the financial journey of our elite partners and continuously work towards empowering them with cutting edge market insights, to demystify the complex market in simplified manner.

 

 Our product offerings ranges from family trust and succession planning, portfolio diagnostic and balancing, alignment to the risk-return profile, unlocking real value of various asset classes – Equity, Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Structured products, Real estate, Stressed Assets, Corporate Advisory, CFO Advisory, Private Equity and Startups to name few. We are continuously on the look out for the emerging trends and themes in the market to get our clients access to the best in class products and teams. 

 

We are Fintrust Advisors – Where Finance Meets Trust

 

Our Services

Investment Advisory Services

 

  • Analyzing investment portfolio and risk assessment
  • Drafting & executing investment policy statement (IPS)
  • Construct optimal portfolio utilizing best-in-breed fund manager across the entire spectrum of asset classes
  • Setting performance metrics and risk measurement for investment portfolios
  • Regular portfolio review and recommending course correction

Real Estate Advisory

 

  • Portfolio evaluation and assessment
  • Transaction advisory – Debt, Equity and other structures
  • Commercial leasing and Investment sales 
  • Asset acquisition and disposition
  • Strategic consulting and Feasibility study
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Investment Banking

 

  • Fund Raising: Assisting in raising Debt and Equity
  • Mergers and Acquisitions: Facilitating joint ventures & strategic alliances for entry into new markets, product lines or promoter level exits.
  • Asset Disposals: Facilitating asset restructuring and promoter exits

Trust And Succession Planning


 
  • Assessing the current family structure and ownership of assets
  • Understanding the requirement and recommending suitable trust structures
  • Formation of family trust and orderly inter-generational transfer of assets
  • Ring-fencing off family assets
 
 
 

Corporate Treasury Services

 
  • Expertise in managing large corporate treasury mandates
  • Maximizing returns without compromising on liquidity requirements
  • Designing client specific debt structures
  • Helping clients invest in wholesale debt
 
 
 
 


Corporate General Insurance

  • Gap analysis to identify any areas where an entity may be under-insured
  • Assist the client in understanding various options and represent client’s interest while negotiating with insurers
  • Secure competitive quotes and placing of policies
  • Timely claims handling and claim disbursement
  • In-depth risk assessment study of the current policies.
     
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CFO Advisory Services


  • Accounting Consulting: Compliance assessments, Defining SOPs and Best practices.
  • Financial Consulting: Redefining the legal and organizational structure as a means towards the short term and long term organizational goals.
  • Business Intelligence and Analytics: Performance bench marking with industry standards, identify trends for course correction.



Business Advisory Services



  • Opportunity Mapping: Perform a current state analysis and evolve a desired future state for the organization
  • Financial Modeling: Capturing the past & extrapolating the future financial performance of the enterprise
  •  Preparing Information Memorandums: Demonstrating the value and growth opportunity to potential investors
  •  Commercial Due Diligence: Hand holding the client’s team during the due diligence phase
 
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Our Approach

Analyse Investor Profile

* Understanding Investment Philosophy.
* Examining existing financial strategy.

Implement Policy

* Setting up required structure for execution.
* Deployment on the basis of investment objectives and market dynamics.

Create Financial Roadmap

* Propose asset allocation strategy.
* Identify best investment managers.

Monitor Progress

* Ongoing monitoring to ensure strict adherence to IPS.
* Identify variances and prompt corrective actions.

Formalize Investment Policy

* Prepare a customized investment Policy statement (IPS).
* The IPS acts as a road map for the investment mandate.

Appraise & report

* Provide portfolio performance -net of taxes and fees.
* Portfolio appraisal against benchmark.

Our Offerings

Meet Our Team

Our Partners