Overview - Wealth Management

Overview

Elara Wealth’s comprehensive wealth management services believe in managing wealth without any compromises. Our expertise derives from a team of investment professionals with a wealth of customize global wealth solutions to our clients. The team serves a host of international clients including Private Banks, Hedge Funds, Sovereign-Wealth Funds, Pension Funds, Family Offices and Ultra High Net-Worth Individuals, all of whom hold an explicit view on the future growth and development of India and other Asian economies. At Elara, we have typically focused on investing in the Indian financial markets; we have adapted to our clients’ needs and now have the capability to invest in various global markets.

Elara has an in-house global research team delivering high-end, value added research across asset classes for our clients across the world. With acquired domain knowledge and vast industry expertise in Indian and global environments, our analysts provide an edge to our investors. The 25-member strong global market research team is the crown jewel of Elara; our research is ranked in Top 10 across polls time and again. 

Our investment philosophy reflects the fact that investors‘needs will always vary. By adopting a rigorous client assessment process, we provide tailored solutions for specific needs of each investor. We take a 360-degree approach while deciding asset allocation among best available products across financial markets. We thoroughly believe that each investor's asset allocation mix should be reviewed and rebalanced on a regular basis, resulting in a performance profile that withstands the test of times.

 

“Money – Mind – Method: Ingredients of Success”

 

Broking and Depository Services

Elara Wealth a division of Elara Securities (India) Private Limited is a Securities Exchange Board of India (SEBI) registered Broking and Depository Participant licensed entity, offering domestic broking and depository services for clients through our sales and dealing team assisted efficiently through our research, operations and risk team.

Structured Products:

Structured Products are the perfect solution for any markets. We offer a wide range of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) through our Financial Partner for our clients to map their investment goals with preferences, returns and security. Our team has undertaken extensive research of wide range of products in this segment and identifies best in class product to match the niche expectations of our clients. We offer an unbiased view across the product offering with the client’s needs the primary focal point.

Mutual Funds

Mutual Funds adds the extra flavour to the clients range of choice in product offerings; and we at Elara Wealth are empanelled with leading Mutual Fund Houses and offers across Balanced, Thematic, ELSS, Equity Savings, Arbitrage , Short Term Debt, Liquid and Ultra Short Term funds across all market caps and risk apprise of our clients. 

Fixed Income and Debt Market

Fixed Income and Debt Market is an interesting space in the investments diversification; Elara Wealth research and select for our corporate investors and UHNI’s an avenue to explore the bond markets with investment grade bonds and high-yield bonds across Government Bonds, Corporate Bonds, Municipal Bonds, Mortgage Bonds and Bond Indices offered to our clients on their risk-reward outlook.

Credit Line and Fund Raising

Elara Wealth offers credit line and fund raising services offering our clients with wide array of credit lines including Project Financing, Loan against Securities (LAS) and Loan against Properties (LAP).

Unlisted Securities Investment

In Unlisted Securities Investments, our team works across 20 sectors to identify potential investment opportunities for Private Equity Placements and Venture Capital Investments. We offer the clients the complete due-diligence and a total 360 degree approach to facilitate investments in this space.

Global Market Opportunities

Elara Wealth has a bespoke approach for its global clients with a wide basket of off-shore funds. We identify funds across globe understanding the need of regional and geographical diversification with the view of the client’s risk-reward profile. The clients have an opportunity to invest in off-shore funds globally. Our global clients have a vast expanse of choice to invest in Bond Markets across the Government and Corporate Bonds through the investment grade and non-investment grade segments.

With the need of the hour we do offer Custodian Services and can facilitate global equity trading, offshore property purchases and asset class investments across the globe.

 

Management Team

Nitesh Shah

Chief Executive Officer - Wealth

Nitesh has over 25 years of experience in the Financial and Banking Industry. Nitesh brings with him deep understanding of financial markets and a thorough knowledge of wide variety of products. He has a rich experience in maintaining and handling private client portfolios. His educational background is Master of Business Administration (Finance) and qualified Cost Accountant