Private Client Group
We understand that your financial needs become more complex as you accumulate greater net worth. That's why we offer clients who invest Rs 5 Crore or more with us, an extra layer of service and greater customisation with a reduced fee structure.
schedule a consultationWe understand that your financial needs become more complex as you accumulate greater net worth. That's why we offer clients who invest Rs 5 Crore or more with us, an extra layer of service and greater customisation with a reduced fee structure.
Private Clients Advantages
With our infinite investment options across various asset classes and the services of a dedicated financial advisor, you will have a holistic view of your entire family's portfolio, a highly personalised investment plan and comprehensive financial planning.
You will also receive exceptional level of attention and service, with direct access to a Certified Financial Planner and dedicated investment specialists.
Expedited Attention and Personalised Service
You will work on a tripod model of advisors - a financial planner, an investment specialist and your dedicated relationship manager who will help you set up your investment account with us including give you a guided tour of our online tools. You can contact your advisor at any time - including nights and weekends - and receive a timely response.
Unprecedented Access to The Vault
Get full feature access to our intuitive portfolio tracker - The Vault - at no additional cost. This will help you maintain your full portfolio in one place and allow for real time tracking of all market linked securities.
Unique and Exclusive Investment Opportunities:
Your dedicated team will continue to regularly understand your investment needs and bring exclusive opportunities like angel investments, private equity, structured debt to you after duly understanding the risks and rewards favourably and help you determine if these fit well with your overall strategy.
Additionally, you will get access to a range of unprecedented product options across niche services - curated with the expertise of your very own dedicated single point of contact. No call centre numbers. No cumbersome email addresses. Your personal CFO is just a call away!
Your Financial Team Leader
From coordinating between your mortgage lender to your chartered accountant to any other advisor you may have, your financial team leader will help set up and communicate with them regularly on an as-needed basis.
Complete suite of Private Banking Services
With our national partners, we offer you a unique set of products and services that will be beneficial to your overall investment strategy.
Chartered Accountancy Services
With reputed chartered accountancy firms on panel, we offer you complete tax services at a nominal fee. From filing your taxes to remitting money overseas, our entrusted partners will get your work done so you have complete mental freedom.
Legacy Planning
Our partnership with one of India's leading estate and succession planning firms will ensure that you are in contact with subject matter experts who will understand your unique situation and will advise and prepare a customised legacy plan for you.
Holistic Wealth Management
With Bridge, you will never need another financial advisor - with our capabilities and expertise in subject matters ranging from comprehensive financial planning to capital markets advisory, from risk and protection solutions to real estate and mortgages - all this under one roof and with one dedicated team who will work with one another and not at cross-purposes to each other.