Wealth Management
Crafting bespoke solutions to grow and protect wealth
We understand the complex financial needs of UHNIs (ultra-high net worth individuals), families, and corporates, and we offer them unique products and services that can meet their requirements.
We leverage our group resources and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals.
Our customized services are complemented by our superior execution, robust investment policy framework, and rigorous due diligence process with a strong emphasis on picking future winners.
Core Capabilities
And Expertise
In a swiftly changing global economic and business setting, we commit to adding sustainable value to our clients through:
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Strategic and tactical asset allocation services
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Primary and secondary liquidity event management services
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Customized estate and succession planning services
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Trust services
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Financial reporting and auditing services
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End-to-end financial advisory
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Taxation advisory
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Lifestyle advisory
We Work With
FAMILY OFFICES
We help manage the fiduciary, trust and estate businesses of multiple families of high repute and provide them with investment prepositions that are differentiated and strategic in value.
Our exclusive tie-ups with HR and lifestyle consultants and education agencies is another step in our endeavor to be a complete solution provider for both the financial and personal goals of our clients.
CORPORATE TREASURIES
DVI facilitates corporates to prudently manage their surplus funds. We advise over 30 corporate treasuries and manage treasury assets worth 18 crores.
Our in-house trading desk has the capability to provide unique solutions to corporates with access to major debt market participants.
U-HN INDIVIDUALS
We aim to cater to every need of our clients by providing them with customized portfolio recommendations, taxation advice, and succession planning.
We ensure strong portfolio governance through superior execution, risk mitigation, and deployment of continuous monitoring mechanisms.