investment services for individuals

Portfolio Management Services (PMS) is a professional investment service provided for high net worth individuals looking for superior returns and greater flexibility with their money. Managed by a professional manager and backed by exhaustive research, a PMS invests in several securities, including fixed-income securities, equities, cash, commodities, and more. With Tata Capital Wealth, choose from a wide range of strategies and products managed by well-known investment managers to meet specific investment objectives.

An Alternative Investment Fund (AIF) is a privately pooled investment avenue, which collects funds from sophisticated investors to invest in non-traditional options with complex investment strategies. This investment vehicle is ideal for ultra-high net worth and high net worth individuals, institutions, and corporate customers looking to diversify their portfolios and gain superior returns. These AIFs offer the opportunity to invest in listed and unlisted equities, start-ups, real estate and debt securities through various strategies and investment formats. With Tata Capital Wealth, invest in select AIFs from reputed AIF providers, chosen carefully to suit wide-ranging requirements.

Preserve your capital and earn a steady stream of income by investing in fixed coupon instruments through primary and secondary markets. Diversify your portfolio with a bouquet of offerings in perpetual and fixed-term bonds and debentures across various entities in the banking, NBFC and manufacturing sectors. With Tata Capital Wealth, leverage market intelligence and guidance from our dedicated wealth managers to invest in primary and secondary fixed income securities.

If you are looking for a low-risk investment option with a fixed interest rate and payout at different frequencies, Corporate Fixed Deposit is the most suitable conservative investment option for you. We, at Tata Capital Wealth, offer a wide range of Corporate Fixed Deposits to our customers from companies with high credit ratings. Complement your fixed-income portfolio with these fixed deposits and earn a steady rate of return.

Structured products are wealth creation tools that combine asset classes to devise non-traditional investment strategies to complement specific requirements of the investors. With high return potential, these products suit high net-worth investors. At Tata Capital Wealth, you can invest in structured products that can be adjusted to your risk appetite, investment profile, and investment objectives. Enjoy portfolio diversification and protect your capital without lowering returns.

Nurture your wealth by adding sovereign gold bonds to your financial portfolio. Backed by the Government of India, SGBs are the safest gold investments. Along with returns on gold, get tax benefits with no capital gain tax if held till maturity. If you need guidance before purchasing these bonds, turn to Tata Capital Wealth.

Real estate is one of the largest components and most integral part of portfolio and life planning. Invest in the right property at a strategic location to meet the current and future needs of you and your family. Invest in Pre-Launch, Under Constructions, and Ready to Move estates through our selected developers and curated list of properties across the country.

Pass on your legacy to your heirs through estate and succession planning solutions. Benefit from our selected referral partners for assistance on will drafting services or the creation of trust to establish and administer estate planning and succession structures for future generations.