Private Wealth
Institutional-grade Fiduciary Excellence to Ultra High Networth Individuals
We offer a comprehensive perspective on Clients' financial landscapes while Ensuring investments align with their principles and ambitions. Our approach integrates data-driven methodologies and modern strategies to prioritize proactive decision-making and achieve actionable outcomes.
Wealth Building Solutions
Equity
We meticulously select the appropriate instruments from a wide array and determine their contribution to portfolios based on the associated market risk.
Fixed Income
Our strategy is devised on the yield curve, interest rate projections, and a comprehensive analysis of liquidity and spreads.
Alternates
Explore a spectrum of alternative investments with our intricately crafted strategies, tailored to align with your unique goals and risk preferences, aimed at alpha generation.
International Investments
Identifying markets that are performing well and giving exposure to growth opportunities outside Indian Markets and potential currency diversification.
The Dolat Edge
We offer a distinctive viewpoint coupled with unparalleled execution. For years, we’ve been consistently delivering actionable ideas through a differentiated and in-depth understanding of businesses and highlighting critical variables first for the benefit of our clients.
In-Depth Forensic Audit
We thoroughly examine entire portfolios, ensuring comprehensive financial and balance sheet audits to uncover any discrepancies or anomalies in the current portfolio.
Pioneering Wealth Audit
We conduct industry-first audits by collaborating with other advisory firms to enhance and augment portfolio value. We embrace an open approach that integrates our diverse strengths.
Advanced Insights
We leverage 40 years of experience and cutting-edge technology to create bespoke strategies. We analyse over 200 stocks and use our derivatives and quantitative expertise to benefit our clients.
Strategic Product Analysis
Using quantitative and qualitative criteria, we evaluate over 400 third-party products. We are equipped to integrate our in-house strengths to optimise client portfolios and script financial legacies.
Risk Management
Focus on Alpha generation with rigorous product evaluation and risk management.
Proprietary Segregated Mandates
Bespoke investment, Trust and Estate Planning solutions tailored to our clients' unique needs.
What We Look For When We Select Businesses/Managers?
We seek firms distinguished by their seasoned professionals with demonstrated expertise in their respective fields, complemented by strategies that distinctly separate them from their competitors.
Our focus is on well-defined, consistent processes that are reliable, repeatable, evidenced by a robust track record of success.
We strive to collaborate with Businesses/ managers who exhibit profound expertise in particular sectors or strategies, granting them a significant edge over their generalist counterparts.
We prioritize businesses and managers who operate as boutique firms, ensuring a close alignment of interests with our clients. This approach fosters personalized attention, tailored strategies, and a commitment to mutual success.