Wealth advice for families who live between the UAE and India.
We advise families, family offices and non-resident Indians from Dubai and Mumbai. We're regulated in both countries, and your app shows every bank you use in one place.
- Alpine PrivatbankZurich$18.4M$18.4M held
- Meridian Gulf BankDubai, DIFC$12.6MAED 46.2M held
- Thameside TrustLondon$7.8M£6.1M held
- Indus CustodialMumbai$7.6M₹64.0 Cr held
- Sahyadri DepositoryMumbai$2.5M₹21.5 Cr held
Five banks in four countries, held in four currencies, shown as one figure.
Who we work with
How we help each of them- Families in the UAEPortfolios spread across private banks in Dubai, Switzerland and London, managed against one plan and reported as one.
- Non-resident IndiansInvesting in India through NRE, NRO and PIS accounts, keeping the paperwork right, and moving money back out when you need it.
- Families in IndiaA SEBI-registered portfolio at home, plus investing abroad within the RBI's limit of $250,000 a year.
- Family offices and foundersHolding companies, foundations and trusts across the DIFC, ADGM and India, and a plan for passing it all on.
Two regulated firms, one team
You're looked after by the firm, and the rules, that match where you live and what you invest in. Your adviser handles both sides.
About the two firmsFor families living in the UAE, and for assets held at banks outside India.
For residents of India, and for NRIs investing in India.
Everything your family owns, on your phone
- See your net worth across every bank, in dollars, dirhams or rupees.
- Approve or decline your adviser's proposals. Nothing is bought or sold until you say yes.
- Message your adviser, and find every statement and tax form in one place.
Move $4.0M from cash into investment-grade bonds.
Cash is 18% of your portfolio against a 5% target. Estimated cost $3,200.
Your assets stay in your name, at your banks.
We advise and manage. We never hold client money ourselves.
Every recommendation is on record.
Each proposal says why it suits you and what it costs, and it's kept for the regulator.
People make the decisions.
Our AI tools help advisers prepare and write things up. Your adviser and you decide.
Talk to an adviser in Dubai or Mumbai
Tell us a little about your family and we'll arrange a call. There's no paperwork until you decide to go ahead.