We are into the business of designing personalised investment landscapes to help you manage your wealth better. Proven through our occupation of over seeing assets over 2000 Cr across product and asset segments.
We understand that every client comes from a unique place with a requirement that is exclusive to them. Which is why we know that there is no one size that fits all. And to address this, we have a dedicated team to understand your every need and the environment from where you operate, in order to offer you a thorough financial analysis and solutions that suit you.
We live in an age where a host of investment options are available at our fingertips. However, it takes an expert to study your environment, the market climate and all other conditions to know which are the best options for you. That is where our trusted partners come into the picture. They not only create a special bouquet of investment choices for you by studying your investment objectives, but also help to curate the best options for you.
Our wealth managers assist you in overseeing your investment portfolio across asset classes including Mutual Funds, Portfolio Management Service, Alternate Investment Funds, Direct Equity, Structured Products, Global Investments and Fixed Income Instruments.
Inter-generational wealth transfers come with their share of complexities. That is where a trusted wealth partner helps you manage the intricacies of the process, ensuring that your wealth is bequeathed to the intended beneficiaries smoothly and in a tax efficient manner.
In order to protect your family, your business and your assets, it is imperative to plan for the unexpected. A robust insurance policy along with an efficient wealth associate is what you need. So you stand to benefit from a thorough assessment of your requirements, options weighed in wholly and a smooth process ensuring policy acquisition and maintenance.
When it comes to handling taxation and legal formalities, it is best dealt by professionals. So you have in place a systematic tax plan that ensures all entities are tax compliant as well as met with sound legal advice.
Whether it is residential or commercial properties in Mumbai or Delhi-NCR, our expert team assists you to not just find the best possible option, but also oversee the entire transaction process, guiding you every step of the way.
Pre-screened early stage businesses are handpicked after a comprehensive assessment to provide you with opportunities to develop scalable and profitable entities.
For your retirement years to be spent peacefully, it is important to plan ahead with a focus on income generation, keeping capital preservation and growth at the core. Our experienced wealth managers help you achieve these goals seamlessly.
Our capable wealth managers guide you to make financial allocations for the purpose of philanthropy, supporting projects and endeavours that not just benefit the society at large, but also where donating is the key requirement for investment management for the client.
Our seamless platform works to create an ecosystem for cross-border investments, allowing you to invest in multiple global stock markets affordably and flexibly. Not just that, our experts also cater to NRIs for offshore investments.
Corporations with highly specific needs usually resort to structured finance. And in most cases, this involves one or more discretionary transactions, and may often be risky. Our team understands this and therefore engages only with platforms or professionals with credibility, to offer bespoke structured credit products that are largely tailored around untapped cash flows and security.
At Aevitas, we rely on proven evidence from the disciplines of finance and economics to arrive at bespoke solutions that is not only financially beneficial for you, but also protects your best interests. Active and broad global diversifications are the root for our theories, and we are backed by our core principles, that drive us to deliver only the best-suited investment solutions for you.
In a business that depends so heavily on trust, it is important to build a reputation that one can rely on. At Aevitas, we always strive to do the right thing for everyone associated with us, no matter the hurdles or difficulties that may lie in our path. Confidentiality and discretion also form the backbone of our business, as we understand the responsibility entrusted upon us to handle such sensitive information for our clients.
At Aevitas, we don’t like to just merely satisfy our clients, but instead delight them. We do this by operating as a team of financial service professionals focused on a collective goal rather than individual agendas.
Communicating openly, honestly and transparently lies at the core of our business. This is encouraged across all levels, so we are better able to maintain respectful exchanges that forms the backbone of all our communication.
Our job is to stay ahead of the curve, and on top of trends to ensure that we’re always delivering the most effective solutions and services to the people we serve. This is backed by research based on the industry, the marketplace and monitoring expert analysis and tips.
Aevitas has been co-founded by a team of veterans in the wealth management business. Together our team works to ensure that we give our clients a consolidated platform that allows them to monitor, analyse and be in control of their investments, while making fruitful choices specially catered to them at every step of the way.
With two decades of experience in the financial services sector, Seth has been associated with some of the leading wealth management setups, both with retail and Ultra High Net Worth clients. After a shining career graph with Standard Chartered as Head-Wealth Advisory, he was also instrumental in setting up Wealth Management and Family Office Business at Quant Capital. Consistently awarded for his achievements, it eventually led him to bring his expertise and brilliance to Aevitas, where he overlooks all the functions.
An impressive communicator and a qualified Family Office Professional, Arora has spent about two decades in the industry, first with Aditya Birla Group and then with Standard Chartered. He is adept in the areas of Profit Centre Operations, Investment Management, Business Development and Wealth Management. In addition, he is also proficient in revenue growth, market analysis, and development of new market segments, while also having a keen eye at spotting potentially lucrative start-ups.
A Certified Financial Planner from FPSB, Grover has worked with HDFC Bank and Standard Chartered Bank in his career spanning almost two decades. A keen follower of the NRI investment paradigm, Grover has previously been instrumental in managing the largest cluster of Assets Under Management for UHNI client, based in India and abroad. An angel investor in start-ups, he wants to leverage his experience over the years to assist new age founders live their dreams.
An alumnus of IIM Lucknow and a qualified Family Office professional, Malhotra manages the Asset & Wealth Management domain at Aevitas. Backed with over 16 years in the business, his body of work has been diverse. From managing investment sales at Standard Chartered Bank, driving third party distribution products at retail and bank set up, to investment sales and advisory desk at Quant Capital, he has been a top performer throughout his career, bringing value with his experience at every step of the way.
With over 15 years of Product Development experience, that includes setting up a first-of-a-kind wealth management practice with performance linked advisory at Quant Capital, Jain has built process driven, profitable and customer-centric financial products over the years. Having co-developed a proprietary Mutual Fund research model based on risk-adjusted return parameter, he also heads the Operations team warranting accurate MIS for all Business Management.
A perfectionist by nature, Sharma is an experienced business development professional, having worked with Standard Chartered Bank, NIIT, Aptech and Quant Capital. Skilled in Customer Relationship Management, Information Systems, Soft Skills, Business Relationship and Business Development, she has a PGDBM focused in Marketing and Finance. At Aevitas, she is responsible for effective and timely client reporting, while also being the interface with Asset Management companies and other product platforms.