Wealth Management

In-depth- Precise- Actionable

Driving Success Through Expertise, Technology and Innovation

Powered by our rich collective experience and deep understanding of fundamental equities and quantitative strategies.

 

With a team rich in experience and innovative structuring capabilities, we blend our deep knowledge of equities and quantitative strategies. We are agile and provide focused solutions with the bespoke touch of a boutique to create multi-generational wealth solutions in dynamic markets.

Our Clientele

We cater to the discerning needs of UHNIs and family offices, crafting bespoke solutions that ensure their wealth endures and thrives across generations.

Our Vision

To consistently deliver actionable ideas through a differentiated and in-depth understanding of business, indicate market trends and strive to highlight critical variables first in the market, all in the pursuit of the benefit of our clients.

Who we cater to

Institutional Investor

As steadfast allies to Institution, we recognize the fluid and evolving landscape, offering sophisticated guidance aimed at fostering enduring wealth proliferation.
  • Strategic Asset Allocation
  • Treasury Management Solution
  • Tax-Efficient Solutions

NRI

Our wealth management solutions are meticulously crafted to navigate the intricacies of cross-border complexities while maximizing investment opportunities.
  • Investment Advisory
  • Compliance Support
  • Risk Management

Entrepreneur

Our team specializes in devising bespoke investment strategies that harmonize with entrepreneurial aspirations, adeptly navigating diverse markets to optimize portfolios for enduring success.

  • Strategic Asset Allocation
  • Tax-Efficient Solutions
  • Advice on your expansion plans
  • Succession Planning
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Professional

Dolat Wealth offers bespoke wealth management solutions for professionals and C-suite executives. We understand your unique demands and provide tailored financial strategies to secure your present and future. With extensive experience, our team ensures financial stability and growth throughout your career and beyond.
  • Diversifying your income
  • Retirement Planning
  • Risk Management of Portfolio

Family Office

We act as advisor to your family office, overseeing all financial facets including investment management, cash flow, goal setting, performance reporting, global portfolio, insurance, real estate, custody, estate planning, record-keeping, tax, legal, succession planning, philanthropy, and more. This is facilitated through a vast network of internal and external experts and our service providers.

Our Investment Philosophy

Sculpting Pillars of Lasting Legacy

Diligence to Pursue Excellence

With diligence being our core value, we constantly refine our methods. We pursue excellence and effectiveness to surpass the ever-evolving financial landscape.

Empowerment for Our Clients

Meritocracy is the cornerstone of our success. We reward individuals and recognise their role in the collective triumph of our clients' journeys.

Curiosity to Innovate

Anchored by a culture of research and learning, our investment philosophy thrives on the humble curiosity that fuels the innovative spirit defining Dolat's strategic success.

Insight into Tomorrow

Valuing the power of intuitive insights, we integrate human foresight with financial expertise. We thus guide decisions that deliver consistent returns and foster trust.

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.

Investment process

We consider ourselves guardians of your wealth and its trajectory. Employing a meticulous process, we delve into your financial ambitions and objectives, enabling us to design bespoke solutions.

  • Macro Cycles - Identify which economic cycle we are in
  • Valuations - Understanding the market valuations
  • Market Signals - Look at market signals to identify directions
  • Asset Class Indicators
  • Analyze Products basis Quantitative and Qualitative Data - Identification of Products
  • Product Segmentation - Our investment is structured into three key domains: Investment Growth, Risk Hedging, and Stable Returns.

Risk Management Framework

Market Risk

The susceptibility to financial detriment arising from volatility in market prices and overall market movements.

We Identify, Migrate and Monitor Your Investments

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Identify

Assessing market trends, economic conditions, and regulatory shifts to pinpoint potential risks.

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Mitigate

Leveraging comprehensive diversification strategies, hedging techniques, and thorough due diligence to mitigate vulnerabilities to risks.

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Monitor

Monitoring market dynamics and flexibly adjusting strategies to ensure sustained and effective risk management.

Core Team

Dinesh Giridhar

MD & CEO - Asset & Wealth Management

Suryanarayanan Saikumar

CEO’s Office - Asset & Wealth Management

Sheetal Kubadia

Head of Products Asset & Wealth Management

Rayes Efthe

Director & Practice Head - Dolat Wealth Management

Jigar Shah

Sr.Vice President & Head of Operations - Dolat Wealth Management

Investment Committee

Purvag Shah

Managing Director, Dolat Group

Amit Khurana

Head of Equities- Dolat Capital

Dinesh Giridhar

MD & CEO – Dolat Asset & Wealth Management

Sheetal Kubadia

Director - Head of Products Asset & Wealth Management

3 Pillars of our Investment Committee

Transparency, Accountability, and Adherence to guidelines

IC ensures unbiased decision-making across assets, with professionals from different businesses within the group. Its goal is to mitigate biases and establish a robust evaluation framework. Through rigorous evaluation of product suitability, risk, and strategic alignment, optimizing client asset stewardship and long-term financial goals.