What We Do

One desk.
Four ways to grow your capital.

Business funding, loans against assets, wealth management, and risk cover — one conversation, one desk, no handoffs.

Pillar I For manufacturers, traders & founders

Strategic Capital Solutions

Money to run the business, and money to grow it

The credit that keeps the business running today, and the funding that expands it tomorrow. Both handled by one desk who understands how your cash actually moves.

Working Capital & Cash Credit

A revolving credit limit sized to how your business actually moves cash — not a standard formula. Draw when you need it, repay as collections arrive.

  • Assessed on receivables, payables & turnover
  • Reviewed and enhanced as business grows
  • Negotiated across our banking relationships

Project & Capex Finance

Funding to build something new — a unit, a production line, or an expansion. We assemble the lenders and run the syndication from term sheet to disbursement.

  • End-to-end debt syndication
  • Greenfield & brownfield projects
  • Staged disbursement against milestones

Term Loans & Corporate Debt

A fixed-tenure loan for expansion, technology upgrades, or acquisition — repaid on a schedule matched to your cash flow. We negotiate tenure, rate, and covenants.

  • Custom tenure matched to cash flow
  • Facility expansion & M&A funding
  • Multi-lender negotiation

Plant & Machinery Loans

Asset-backed financing secured against the equipment itself — so buying modern machinery doesn't drain the working capital that keeps production running.

  • Secured against the asset being financed
  • Automated lines & production equipment
  • Repayment matched to productive life

Drop Line Overdrafts (DLOD)

An overdraft whose drawing limit steps down systematically over time, matched to the business's accumulating accruals. Interest only on what you draw.

  • Limit reduces as accruals build
  • Interest only on amount drawn
  • Ideal for project-linked cycles

Solar & Clean Energy Financing

Structured financing for commercial, industrial, and captive green energy setups — the energy saving generated carries most of the debt repayment.

  • Rooftop & captive solar projects
  • Repayment offset by energy savings
  • Commercial & industrial scale
Pillar II For anyone asset-rich but short on cash

Asset Lending & Liquidity Optimization

Cash without selling what you own

You own assets. You need cash. Selling means losing the growth — and a tax bill. We arrange credit against what you hold so everything stays in your name and keeps working.

Loan Against Property (LAP)

Borrow against residential or commercial property you own — unlocking capital that would otherwise sit idle. Prime urban and semi-urban locations, monetised without requiring a sale.

  • Residential, commercial & industrial property
  • Competitive LTV ratios with Tier-1 lenders
  • Long repayment tenures available
  • Balance transfer from high-cost loans

Lease Rental Discounting (LRD)

If your property is leased out, we structure the loan against the rental cash flow it generates. The rent services the loan; the property remains fully yours.

  • Loan against future lease rental income
  • Corporate lease agreements accepted
  • Tenure aligned to lease period

Loan Against Shares, MFs & Bonds

Pledge your market investments for an instant, low-cost credit line. They stay invested in your name — you retain the growth, dividends, and ownership.

  • Listed shares, mutual funds & bonds
  • Retain full ownership & returns
  • Overdraft facility — draw only what you need
  • Lower cost than personal loans
Pillar III For families & founders investing long term

Precision Wealth Management & Capital Growth

Where the surplus goes once the business is funded

A portfolio built around your timeline, not the fund house's calendar. Actively managed when the amounts warrant it, and access to private deals most investors never see.

Mutual Funds & SIP Strategies

Curated equity, debt, hybrid, and index fund portfolios matched to your goals and time horizon — monthly SIPs or lump sums, rebalanced every quarter.

  • Active debt-equity balancing
  • Goal-linked allocation framework
  • Quarterly rebalancing & reporting

Portfolio Management (PMS & AIF)

A professionally run mandate for larger portfolios — defined strategy, named manager, and reporting you can actually follow. Curated for HNI mandates.

  • Alpha-generating equity strategies
  • Alternate Investment Funds (AIF)
  • Named manager accountability

Corporate Bonds & Fixed Income

Fixed-coupon instruments for the portion of your portfolio that shouldn't sit in equity — predictable income, defined tenure, credit quality explained upfront.

  • Investment-grade bond selection
  • Structured credit products
  • Risk-adjusted return focus

Private Equity & Pre-IPO

Access to unlisted companies and pre-IPO placements through the founders' network. Higher risk and longer lock-ins — we'll say so before you commit.

  • Pre-IPO capital structuring
  • Founders' network deal access
  • Full risk disclosure upfront
Pillar IV For protecting the business and family behind it

Insurance & Comprehensive Risk Mitigation

The part nobody plans until they need it

Cover sized against what you would actually lose, reviewed alongside the portfolio every year — so one fire, one illness, or one absence never undoes a decade of building.

Asset & Fleet Cover

Fire, marine, factory, stock, and commercial vehicle insurance — structured as a suite so there are no gaps between covers when a claim actually arises.

  • Fire, marine & factory insurance
  • Commercial vehicle fleet cover
  • Stock & inventory protection
  • Annual review alongside portfolio

Keyman, Life & Health

Cover on the people the business can't run without, plus family life, health, and critical illness policies. Director's liability also covered.

  • Keyman insurance for founders & key staff
  • Term life sized to income replacement
  • Family health & critical illness cover
  • Director's liability protection
Specialised Practice

Healthcare & Medical Infrastructure

A separate desk for doctors, hospitals, and diagnostic chains — because a clinic's numbers don't read like a factory's, and most lenders treat them the same way. We don't.

01

Hospitals & Clinic Setups

Complete project debt financing from construction through to medical equipment — released in stages as the project hits milestones.

  • Construction-to-equipment financing
  • Staged disbursement against milestones
  • Green & multispecialty hospitals
02

Practitioners & Receivables

Practice loans for doctors setting up or expanding a clinic, and receivables discounting against TPA settlements — so the practice never waits on cash.

  • Doctor practice setup & expansion loans
  • TPA receivables discounting
  • Diagnostic centre & lab financing
Tools

Run the numbers before you decide.

Four calculators to help you plan SIPs, EMIs, financial goals, and asset allocation. Indicative only — we’ll work through the exact figures on the call.

₹0₹10 L
% p.a.
0%30%
years
0 yr40 yrs
Projected corpus
Amount invested₹12,00,000
Est. returns earned₹11,23,391
Total corpus₹23,23,391
Wealth gained1.94x
Invested
Returns

Indicative only. Actual returns vary with market conditions. Mutual fund investments are subject to market risk.

₹0₹10 Cr
% p.a.
0%30%
years
0 yr30 yrs
Repayment breakdown
Monthly EMI₹23,303
Principal amount₹25,00,000
Total interest payable₹30,92,787
Total amount payable₹55,92,787
Interest share55.3%
Principal
Interest

Indicative only. Actual EMI depends on lender terms, processing fees, and disbursement schedule.

₹0₹50 Cr
% p.a.
0%30%
years
0 yr40 yrs
Monthly SIP required
Monthly SIP₹44,321
Total amount invested₹53,18,520
Wealth gained₹46,81,480
Target corpus₹1 Cr
Returns share46.8%
Invested
Returns

Indicative only. Uses Effective (12th root) compounding.

Smart Asset Allocator — India
₹0₹50 Cr
years
0 yr40 yrs

Your current savings — enter what you have in each

13% p.a.
Lump sum today
Monthly SIP
8% p.a.
Lump sum today
Monthly addition
6.5% p.a.
Lump sum today
Monthly addition
Projected corpus in 10 years (pre-tax)
Total corpus₹0
Mutual Funds
₹0
Gold
₹0
Fixed Deposit
₹0
Total Projected₹0
Enter your savings above and we will tell you how your money should be split to reach your goal.
ⓘ Return Assumptions (Pre-Tax Gross)
Mutual Funds (Equity) 13% p.a.
Gold (MCX / SGB) 8% p.a.
Fixed Deposit (Bank) 6.5% p.a.
Gross returns before LTCG tax (12.5% on MF/Gold gains >₹1L), TDS on FD interest, or surcharge. Post-tax returns will be lower based on your slab.

All projections are pre-tax gross returns. Actual post-tax returns will be lower depending on your tax slab and holding period. Indicative only — consult a registered financial advisor before making any investment decision.

Start the Conversation

Tell us the problem. We'll tell you where it lands.

No obligation, no pitch — just an honest first conversation.

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