Elara Wealth

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PRODUCTS
& SERVICES

Families or individuals, wealth earned or inherited, Elara helps clients grow it in a systematic manner, in line with their current and future financial goals.

Elara provides holistic wealth management services. We go beyond just the Indian financial markets and have the expertise and capability to invest in global markets, with particular focus on the entire Indian subcontinent and Southeast Asian markets.

Alternative Investment Funds, Distressed Asset Funds, Infrastructure Yield Funds, Infrastructure Investment Funds, Long-short Funds, Debt Financing, Mezzanine Finance Instruments, Private Investment in Private Equity (PIPE) and Pre-IPO funds - at Elara, we meticulously study all available options to craft effective and efficient wealth management strategies that resonate with the wealth goals and risk appetite of our client.

High net worth individuals benefit from the guidance of a single manager, who smoothly integrates all the services needed to manage their money, and plans for their own or their family's current and future needs.

WEALTH MANAGEMENT INSTRUMENTS

FINANCIAL
OBJECTIVES

Our experts help clients compile an inclusive picture of their financial goals to be prepared for important changes in life. At Elara Wealth we can assist in defining a strategy that can help our clients generate a steady income flow, transfer wealth to future generations and finance their ambitions. We offer Retirement, Tax and Estate Planning, and Equity Services for our Family Offices and Ultra High Net Worth Individuals.

GLOBAL MARKET
OPPORTUNITIES

Elara Wealth has a bespoke approach for its global clients with a wide basket of off-shore funds. We identify funds across the globe, understanding the need of regional and geographical diversification with the view of the client's risk-reward profile. The clients have an opportunity to invest in off-shore funds globally. Our global clients have a vast expanse of choice to invest in Bond Markets across Government and Corporate Bonds through investment grade and non-investment grade segments.

In keeping with the need of the hour we do offer Custodian Services and can facilitate global equity trading, offshore property purchases and asset class investments across the globe.

PORTFOLIO
MANAGEMENT
SERVICES & AIF

Structured Products are the perfect solution for any markets. We offer a wide range of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) through our financial partner for our clients to map their investment goals with preferences, returns and security. Our team undertakes extensive research of a wide range of products in this segment and identifies best-in-class product to match the niche expectations of our clients. We offer an unbiased view across the product offerings with the client's needs as the primary focal point.

MUTUAL
FUNDS

Mutual Funds add the extra flavour to the client's range of choice in product offerings, and we at Elara Wealth are empanelled with leading Mutual Fund houses, offering Balanced, Thematic, ELSS, Equity Savings, Arbitrage, Short-Term Debt, Liquid and Ultra Short-Term funds across all market caps and diverse risk profiles.

BROKING AND
DEPOSITORY SERVICES

Elara Wealth, a division of Elara Securities (India) Private Limited, is a Securities Exchange Board of India (SEBI) registered Broking and Depository Participant licensed entity, offering domestic broking and depository services for clients through our sales and dealing team, assisted efficiently through our research, operations and risk team.

STRUCTURED
PRODUCTS

Structured products offer pertinent solutions to investors in the tough times of current market scenario to see off the tide and garner returns. These products assist the clients in short and long term cash management and helps them to manage their existing portfolios in asset classes and thereby optimising their asset allocation. Structured products is a useful tool to hedge currency and co related market risks; investing in such products and underlying asset involves a considerable risk which can be negated with superior market research and vigil. Structured products can be considered as an all weather products to stand out from the crowd.

FIXED INCOME &
DEBT MARKET

Fixed Income and Debt Market is an interesting space in investment diversification. Elara Wealth researches and selects for its corporate investors and UHNWIs an avenue to explore the bond markets with investment grade bonds and high-yield bonds across Government Bonds, Corporate Bonds, Municipal Bonds, Mortgage Bonds and Bond Indices offered based on the client's risk-reward outlook.

SPECIALISED &
CUSTOMISED SERVICES

Specialised and customised services are the perfect solution for any markets. We offer a wide range of specialised and customised products for our clients to map their investment goals with preferences, returns and security. Our team has identified a wide range of products to match the niche expectations of our clients. We believe never to restrict the choices for our clients. Hence, we have amassed products across broader segments through leading fund houses.

FAMILY OFFICE
& TRUST PLANNING

We have partnered with top notch estate planners that help us manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.

PE FUNDING

Making equity investments in privately held companies with exponential growth prospects offers high potential returns, diversification away from public equity markets and tax efficiency.

A market for privately issued equity offers well-diversified institutional investors the prospect of expected risk-adjusted returns higher than those obtainable from publicly-traded securities, thereby improving the opportunity set of their investment portfolios. It has been suggested that private equity investments share market inefficiencies with asset groups such as venture capital investments, distressed debt and real estate that allow investors to obtain higher expected risk-adjusted returns as a result of adroit fundamental analysis of an investment’s prospects coupled with the skilful application of active management.

UNLISTED SECURITIES
INVESTMENT

In Unlisted Securities Investment, our team works across 20 sectors to identify potential investment opportunities for Private Equity Placements and Venture Capital Investments. We offer the clients the complete due diligence and a total 360 degree approach to facilitate investments in this space.

CREDIT LINE &
FUND RAISING

Elara Wealth offers credit line and fund raising services to clients, with a wide array of credit lines including Project Financing, Loan against Securities (LAS) and Loan against Properties (LAP).

RETIREMENT
PLANNING

We help our clientele to determine their retirement income goals, and the actions and decisions necessary to achieve the same. It includes identifying their sources of income, estimating expenses, implementing a savings programme and managing assets.

Elara Capital is the exclusive Asian member of the International Association of Investment Bankers (IAIB)

IAIB network helps to offer worldwide access to providers of capital, advisory services & acquirers, sellers of business and provides added value to our clients beyond what is typically offered by purely domestic advisors.