At Tata Capital Wealth, we understand your needs as a Non Resident Indian (NRI) and provide a holistic set of investment opportunities for you, your family and your business. Our products are hand-picked after extensive research and understanding of the most suitable wealth solutions that match your unique investment goals.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. There are different categories of mutual funds available for investor depending upon the risk appetite, investment horizon, goal and objectives one can choose from. At Tata Capital, we offer mutual fund across debt, equity and other categories as per your needs and objectives.
Portfolio Management Services (PMS) is a customized investment product and invest in securities like equity, fixed income securities , commodities , cash etc. It is managed by professional manager to cater the investments objective of high net worth individuals / institutions . The portfolio manager does all the research of the securities and takes decisions about the allocation of funds.At Tata Capital Wealth, we offer select PMS products based on your needs and objectives
Alternative Investment Funds are privately pooled investment vehicles, that collects funds from high net worth and ultra- high net worth investors, whether Indian or foreign, for investing it by a defined investment policy for the benefit of its investors. Funds are pooled together for investment in non-traditional options like private equity , hedge funds , real estate funds and derivative strategies, among others. AIFs are ideal for high net worth individuals, institutional and corporate customers looking for high return investment opportunities.At Tata Capital Wealth, we offer select AIFs to suit varied client requirements .
Bonds, also known as fixed income securities, offer investors the option to invest in fixed coupon instruments through the primary and secondary market route. Through Tata Capital Wealth, our dedicated Wealth Managers provide you with opportunities to choose between various options to invest in Primary and Secondary Bonds.
Structured products combine one or more asset classes to create a non-traditional investment strategy to suit the specific needs of the investors. Structured products provide tailor-made solutions in line with a specific strategy for all market configurations and are sophisticated in nature.Suitable for high net-worth investors, through Structured Products , we offer integrated product solutions that can be accustomed to the investment profile and risk appetite of our clients; thus, providing efficient diversification to the investment portfolio apart from providing capital protection without compromising on returns.