Wealth Management

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Wealth Management

Our comprehensive and personalized multi-asset advisory solutions help you build wealth by identifying the right options tailored to suit your goals and needs. Money management is a crucial aspect for anyone - from salaried individual, HNIs, affluent families, businesses and charities - to ensure both protection and growth of the wealth in the long run. However, the same eludes the most due to multiple reasons, like, inadequate knowledge, time scarcity, lack of interest and so on. Securing services from qualified professionals reduces the risks and simultaneously enables multiplication of the wealth. However, every investor is different and unique which requires a client focussed approach to enable tailor-made solutions for each client.

At Lexhive, with a holistic wealth management strategy we deliver results that meet your goals and long-term aspirations.

Investment Advisory

We have no standard way of working with the client but we work to understand and then cater to each client's needs. We serve salaried professionals, entrepreneurs, family-owned businesses and trusts offering customised solutions. We ensure that you have direct access to us so that you can seek advice/assistance on any aspect that concerns/affects you at any stage. The robust customer focussed approach ensures that you are always in control in the decision-making process.

There are multiple asset classes and an asset class is a group of securities that exhibits similar characteristics, behaves similarly in the marketplace, and is subject to the same laws and regulations. The three main asset classes are:

  • Equities or Stocks
  • Fixed Income or Bonds
  • Cash Equivalents or Money Market

Some investment professionals add real estate, commodities, cryptocurrencies and other tangible assets to the mix. With our no-conflict business model that not being aligned with particular product we offer unbiased advice. Further aided by a thorough due-diligence our advisors we will assist you build a strong portfolio to suit your appetite.

Multi-Family Office

Though investment advisory is the main function of our wealth management, we also help you with other valuable services that ensures best practices in family wealth management. We recognise your goals, challenges and ambitions and provide a whole range of services as a full-fledged Multi-Family Office. These include:

Financial Planning

  • Investment Management Services
  • Philanthropic Management
  • Concierge Services

Strategy

  • Business & Financial Advisory
  • Wealth Transfer

Governance

  • Reporting & Record Keeping
  • Administrative & Back-office Services
  • Succession Planning & Execution

Advisory

  • Tax & Legal Advisory
  • Compliance Assistance
  • Risk Management & Insurance Services

Elite Club

We also organize exclusive networking events for our clients that gives you an opportunity to meet like-minded individuals. The idea is to enable you to access professional advice as well as share information with peers and network in a private & friendly setting. Moreover, high-end luxury brands will be our partners and collaborating in such event providing the members a luxurious experience.