We have the expertise to understand the complex and sophisticated needs of our clients and design solutions that helps realise the true potential of their wealth.

Keeping in mind your own unique financial personality, we have developed a suite of services needed to implement whatever investment decisions are right for you.

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Wealth and Investment Management offices in India

Advisory Services

Our experts help you in making appropriate investment decisions.

  • Whether you’re experienced or new to investing, we can provide you the necessary recommendations and discuss them in detail for you to make an informed decision
  • If you would like, we can manage your portfolio or a part of your portfolio on a discretionary basis
  • We can also provide you with access to several counterparties with innovative products, competitive pricing and a high quality of service
  • Our open architecture platform ensures that we remain fundamentally objective in evaluating opportunities and select the best products for you.

The technology advantage 

The convenience of accessing and reviewing your wealth portfolio anywhere anytime.

 
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Execution Services

We can provide you with access to real-time market information and trading ideas.

  • We offer a robust execution platform to trade in Equities, ETFs, Mutual funds Equity Derivatives, Currency Derivatives and other products through both primary and secondary markets.
  • You can be assured of prompt responses, competitive market pricing and cutting edge research to strengthen your conviction about your investment decisions.

The technology advantage 

The convenience of accessing and reviewing your wealth portfolio anywhere anytime.

 
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Reporting Services

We can support you with robust reporting standards and present a comprehensive view of your portfolio in an intuitive manner that provides you with an overview of your portfolio, as well as an informed analysis.

  • Holistic view of your portfolio (across multiple accounts and advisors)
  • Grouped in line with our investment philosophy (including exposures achieved through derivatives
  • Performance of your portfolio and its components (including comparison with benchmark)
  • Choose the level of detail you wish to view
  • Authorise third parties to also receive your statement

Access the report online anywhere anytime through the Barclays India digital platform.

The technology advantage 

The convenience of accessing and reviewing your wealth portfolio anywhere anytime.

 
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