wealth management

Diversified Portfolios.
Insightful Guidance.

Our independent ownership, innovation and commitment have made SKG a trusted partner to take care of your wealth for two decades. We scour the globe seeking the best strategies, the best opportunities, the best solutions for our clients and business partners.

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WEALTH MANAGEMENT

Diversified Portfolios.
Insightful Guidance.

Our independent ownership, innovation and commitment have made SKG a trusted partner to take care of your wealth for two decades. We scour the globe seeking the best strategies, the best opportunities, the best solutions for our clients and business partners.

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Portfolios Informed by Decades of Experience

When you work with SKG, you will gain access to the brightest ideas of our tenured team of in-house research experts. You will also gain access to our proprietary investment strategies, specifically designed to balance and complement each other in a diversified portfolio. We believe our institutional quality investments create environment of continual innovation and refinement. Our accountability provides greater control over investments, and affords clients the benefit of access and transparency.

Our fiduciary practices and expert resources—including manager selection, due diligence and portfolio construction—have been developed and tested over decades. Every portfolio holding is under continual scrutiny by our investment team.

Focus

Security

01

We reduce risk and volatility by deploying principal protected strategies.

Income

02

The power of the rising dividend allows us to seek sources of generous and dependable income, for the long term.

Growth

03

We believe in investments that increase in value each year and hand-pick each to fit your needs and goals.

What We Offer

Investments

Whatever your goals are, it’s how you invest your assets that largely determines how soon you’ll reach them. We can help you narrow the overwhelming number of investment opportunities to just the right ones for you, your family and your goals.

Retirement Planning

Retirement planning at SKG is a dynamic and evolving process. Our goal is to help clients enjoy the journey and make the most out of every life stage. We help clients evaluate the resources needed for their comfortable retirement based on a range of variables that include: current resources, savings rates, asset allocation and desired spending.

We know it’s never too early to start planning for the future you imagine. No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you.

Asset Management

Helping you manage your assets is more than just investment advice. It is a truly collaborative process, and requires ongoing communication that includes face-to-face meetings and regular written communications, such as quarterly reports. But most of all it means a commitment to being there whenever you need us, with advice on financial matters above and beyond investing only.

We have a A robust and customized process, including asset allocation, research and selection of investments, monitoring performance, and rebalancing portfolios that allows stewardship of your asset to be a daily behaviour, not a quarterly or an annual one.

Impact Investing

All decisions related to wealth have an impact — on you and your relationships, as well as on society. We consider multiple dimensions of impact within our wealth management plans, using our expertise in governance, education, impact investing and philanthropy to help your wealth achieve the impact you desire in the ESG landscape.

Our Approach

Equities
Fixed Income

Above-average and sustainable long-term growth prospects
Transparent and strong financial characteristics – strong balance sheet, positive cash flow, and consistent or improving profitability.
Stable and trustworthy management

Our primary investment management approach is to pursue high-quality consistent growth companies. We strive to achieve long-term growth of principal and income. SKG Investment Counsel dedicates a significant amount of time and effort toward internal fundamental investment research and analysis to help us in our stock selection. This includes direct contact with company management in person and over the phone. Brokerage research reports and other outside research providers are used to supplement our internal efforts.

Principal preservation
Inflation protection
Stable, predictable income generation

Our portfolios are, generally, laddered maturities of treasury issues and investment-grade corporate or municipal issues. Because credit quality is extremely important, we are highly selective in our use of non-investment grade bonds. Portfolio average maturities range from three to five years in most cases. We are not involved in active trading swapping techniques or forecasting of short-term changes in interest rates. Typically, we hold fixed-income investments to maturity.

Equities

Above-average and sustainable long-term growth prospects
Transparent and strong financial characteristics – strong balance sheet, positive cash flow, and consistent or improving profitability.
Stable and trustworthy management

Our primary investment management approach is to pursue high-quality consistent growth companies. We strive to achieve long-term growth of principal and income. SKG Investment Counsel dedicates a significant amount of time and effort toward internal fundamental investment research and analysis to help us in our stock selection. This includes direct contact with company management in person and over the phone. Brokerage research reports and other outside research providers are used to supplement our internal efforts.

Fixed Income

Principal preservation
Inflation protection
Stable, predictable income generation

Our portfolios are, generally, laddered maturities of treasury issues and investment-grade corporate or municipal issues. Because credit quality is extremely important, we are highly selective in our use of non-investment grade bonds. Portfolio average maturities range from three to five years in most cases. We are not involved in active trading swapping techniques or forecasting of short-term changes in interest rates. Typically, we hold fixed-income investments to maturity.

Process

01

UNDERSTAND

Establish an investment policy statement that incorporates clear goals, objectives & constraints; addressing all relevant tax & trust & estate considerations.

Review all existing holdings & develop an asset allocation program reflective of our recommendations & each client’s investment objectives.

02

DESIGN

Construct a customized investment portfolio with an emphasis on transparency, liquidity, costs and tax efficiency, while evaluating additional wealth-creation opportunities

Identify investment managers and products from the firm’s approved list to include in client portfolios.

03

IMPLEMENT

With your approval, we execute your customized strategy using the extensive research and resources available to us at SKG.

This involves the rigorous analysis and selection of specific account types, investment products and services best suited for you.

04

MANAGE

Provide ongoing portfolio monitoring and surveillance, rebalancing and modifying holdings where appropriate to optimize long-term returns.

Engagement through reconciled monthly performance and attribution reporting. Making timely changes to investments as and when required.

Process

01

UNDERSTAND

Establish an investment policy statement that incorporates clear goals, objectives and constraints; addressing all relevant tax and trust and estate considerations.

Review all existing holdings and develop an asset allocation program reflective of our recommendations and each client’s investment objectives.

02

DESIGN

Construct a customized investment portfolio with an emphasis on transparency, liquidity, costs and tax efficiency, while evaluating additional wealth-creation opportunities.

Identify investment managers and products from the firm’s approved list to include in client portfolios.

03

IMPLEMENT

With your approval, we execute your customized strategy using the extensive research and resources available to us at SKG.

This involves the rigorous analysis and selection of specific account types, investment products and services best suited for you.

04

MANAGE

Provide ongoing portfolio monitoring and surveillance, rebalancing and modifying holdings where appropriate to optimize long-term returns.

Engagement through reconciled monthly performance and attribution reporting. Making timely changes to investments as and when required.

Consistency is
Non-Negotiable

We faithfully adhere to our investment process in all market environments. But consistency doesn’t mean lack of innovation. This foundation gives us a firm footing for exploring new approaches and making informed refinements in our strategies.

Our Opinion

Read more +26 April 2024 By admin in Finance

wealth management

Diversified Portfolios. Insightful Guidance.

Our independent ownership, innovation and commitment have made SKG a trusted partner to take care of your wealth for two decades. We scour the globe seeking the best strategies, the best opportunities, the best solutions for our clients and business partners.

WEALTH MANAGEMENT

Diversified Portfolios. Insightful Guidance.

Our independent ownership, innovation and commitment have made SKG a trusted partner to take care of your wealth for two decades. We scour the globe seeking the best strategies, the best opportunities, the best solutions for our clients and business partners.

Portfolios Informed by Decades of Experience

Focus

Security

Income

Growth

What We Offer

Whatever your goals are, it’s how you invest your assets that largely determines how soon you’ll reach them. We can help you narrow the overwhelming number of investment opportunities to just the right ones for you, your family and your goals.

Our Approach

Process

01 UNDERSTAND

02 DESIGN

03IMPLEMENT

04MANAGE

Process

01 UNDERSTAND

02 DESIGN

03IMPLEMENT

04MANAGE

Consistency is Non-Negotiable

We faithfully adhere to our investment process in all market environments. But consistency doesn’t mean lack of innovation. This foundation gives us a firm footing for exploring new approaches and making informed refinements in our strategies.

Our Opinion

Indian wealth management: Challenges, opportunities and the future

Can SME IPOs Compete with Large-Cap Listings in 2024

SME IPOs: A Gateway to Emerging Market Opportunities

How to do value investing to generate superior returns

Growing trend of Indians exploring international investments amid an interconnected world

Crucial Role Of Wealth Managers In Estate Planning

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SKG India Small & Midcap Fund

A Category III AIF Registration Number: IN/AIF3/25-26/1812 Custodian: Orbis Financial Corporation Limited Trustee: Orbis Trusteeship Service Pvt Ltd Registrar: CAMS

SKG Assets & Holdings Pvt Ltd

ARN - 138571

SEBI Office:

NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar New Delhi - 110023 Telephone: +91-011-69012998 Email: sebinro@sebi.gov.in

© 2025 SKG ASSETS & HOLDINGS PVT LTD

Diversified Portfolios.
Insightful Guidance.

Diversified Portfolios.
Insightful Guidance.

01

UNDERSTAND

02

DESIGN

03

IMPLEMENT

04

MANAGE

01

UNDERSTAND

02

DESIGN

03

IMPLEMENT

04

MANAGE

Consistency is
Non-Negotiable

A Category III AIF
Registration Number: IN/AIF3/25-26/1812
Custodian: Orbis Financial Corporation Limited
Trustee: Orbis Trusteeship Service Pvt Ltd
Registrar: CAMS

NBCC Complex, Office Tower-1,
8th Floor, Plate B, East Kidwai Nagar
New Delhi - 110023

Telephone: +91-011-69012998
Email: sebinro@sebi.gov.in