We are a small group of 3 breakaway bankers and chartered accountants. Our aim is to provide assistance from the very beginning of the investment process. We advocate having a structured approach rather than make ad-hoc investments.
We pride ourselves in providing honest, ethical and comprehensive investment advice, and not just sell investment products.
Team IVY
Saurabh Abbott: Before starting IVY CAPITAL in September 2004, Saurabh spent 7 years in retail banking and NRI Services with HDFC Bank and ABN AMRO Bank N.V. Saurabh is an MBA in Finance and earned his bachelor’s degree in Economics from Shri Ram College of Commerce, Delhi University in 1993.
Sandeep Sunder: Has spent over 25 years in real estate, services and manufacturing. Sandeep is also a partner and co-founder of a manufacturing unit in National Capital Region of Delhi. Today the unit has a turnover of over Rs 25 crores. In 2004 Sandeep joined hands with Saurabh to promote IVY CAPITAL.
Canika: After spending 6 years in banking with Standard Chartered Bank and HDFC Bank Ltd, Canika joined IVY CAPITAL in 2005. Besides handling an extensive portfolio of clients, she also oversees operations and service functions at IVY. Canika holds a degree in Business Management from Symbiosis Institute of Management, Pune.
Adding Value to Personal Financial Decisions
We seek to partner and assist clients who value professional advice to optimize their investment gains and realize their long term financial objectives.
Today, the choice among financial products and categories is immense. The country has moved from guaranteed traditional products to market linked product. Many loan products, insurance and expense management products are available in the market. As complete solution providers, we are often called upon by our clients to advise them on many such decisions irrespective of whether these are bought through us or a 3rd party vendor.
When it comes to investments, we strongly advocate the merits of a structured long term financial plan to address all financial matters like covering risk-medical and life- and a comprehensive plan to meet all financial milestones like higher education of kids, home purchase and retirement. We also prefer passive (low transaction) investment plans but pro-active portfolio reviews. Â However each solution is based on what you, as an investor, need from us.
Our consultative approach treads through the entire process of getting to know you better, mapping your needs, understanding your risk appetite and taking cognizance of your investment preferences to structure an end solution basket that is just right for you.