Wealth Management

At SKG, our main goal is to provide clarity and simplify your financial life. In a fast paced world its easy to loose track of your financial goals. SKG is dedicated to provide structured and consistent advice to individuals, family offices, endowments, foundations and trusts. We are able to deliver boutique access to solutions whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.

Our platform can house a diverse portfolio exposure, return analytics and help clients deliver long-term repeatable results.

Simplifying your financial life

An investment process
that is built around you

For over 16 years, our firm’s strategy has been to spend the time getting to know a client’s distinct requirements, risk tolerance and metrics for success so we can respond to their specific objectives.

Our “client first” mentality ensures that investors are kept informed and benefit from timely answers to any questions and concerns they may have. We listen, learn and act as your advocate in view of your best interests. We ultimately deliver by offering investment solutions that are suitable as market environments change.

We act as a single point of contact to create, trade, manage, service, distribute & restructure Investments

Our Expertise

Portfolio Management

We provide risk analysis on portfolios, evaluate them under prevailing macro-micro economic conditions.
Review the impact of policy changes and capital market data to ensure that the portfolio is meeting
it’s goals. With command over an array of investment class products we are able to
perform extensive due diligence to help navigate through some of the most volatile times.

Investment Advisory

We understand the art and science of Asset Allocation, correlation between various asset
classes and their impact. We provide risk-adjusted investment advice with regards
to functionality, tax-treatment and expense. We will also guide you on how to
establish your attitude to investment risk and capacity for
loss through the use of discussion and scientific industry tools.

Family Office

We handle a family’s financial affairs in entirety with a deep understanding,
that each family office is different and has unique needs. SKG Engages in Investment strategy design,
Legal Framework Guidance, Governance Setup, Investment Guidance and Comprehensive oversight.

PE & VC Investments

At SKG we are prudent in our selection of Private Equity and Venture Capital Funds where
we feel our client’s money is safe and would generate exponential returns.
We are well aware of the dynamic nature of this asset class and the exit challenges
that investors can face; hence we tread cautiously but at the
same time ensuring that investors don’t miss a good opportunity.

Global Portfolio Solutions

SKG provides a comprehensive platform for clients who wish to invest Global Financial Markets, through our network of banks such as Bank of Singapore, DBS and Standard Chartered. We provide access to industries and asset classes that are not available in the Indian Investment ecosystem.

Offshore Investments are done through the Liberalised Remittance Scheme (LRS),  it permits capital account transactions upto $250,000 USD in a year for specified overseas investments, thus allowing resident individuals to diversify their investment portfolio abroad in global assets and currencies.

Tax Treatment for capital gain on LRS investments as follows:

  • If the foreign company shares have a holding period of more than 24 months, i.e. two years, it will be considered a long-term capital gain. Tax will be leviable at the flat rate of 20% plus health and education cess.

  • If the holding period is less than 24 months it will be considered short-term capital gains. Whereas short-term capital gain from the sale will be added to total income and taxable at the individual’s slab rate.

Strategy

At SKG, we are guided by scientific reasoning and theory, not subjectivity and speculation. As fiduciaries to our clients, we recommend only those investments solutions which we believe to be the best available. Our science-based approach to investing focuses on identifying those characteristics of investments that have been shown, over time, to be reliable predictors of superior, risk adjusted returns. While factor-based approach doesn’t guarantee that such investments will deliver positive future returns, decades of academic research has concluding that building portfolios in this manner leads to higher risk-adjusted returns than does “active” management, market timing and traditional index investing.

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