We work with the high net-worth clients on the wealth management platform. At IVY CAPITAL we understand that the requirements of such individuals or groups and accordingly have designed an extremely flexible yet powerful offer. Clients can look forward to unmatched services from portfolio design, management, MIS and reviews across a varied range of asset classes be it real estate, equities, Art or any other. We take a consultative approach through a series of discussions with clients and understand them before we recommend a portfolio.

What you get as a wealth management client:

• Existing portfolio Review or New Portfolio Design
• A Monthly Portfolio Review
• Periodic MIS – Flexible Design and Frequency
• Tax Advisory