integrated wealth management

Burgundy provides you with end to end wealth management solutions* that are tailor made to suit your long term financial needs.

Your Burgundy Relationship Manager along with his team of investment counselors meticulously reviews your assets and portfolio in view of prevalent market conditions and suggests investment solutions that help optimize your wealth creation.Our investment counselors will help with a suitable investment strategy for your specific needs in line with a holistic view of markets and the economy.

*Please note that Wealth Management solutions are enabled for NRI customers based on select countries as per local laws & regulations. Please get in touch with your Burgundy Relationship Manager for detailed information about the same.

Equity through Mutual Funds, ETFs, Stocks, Derivatives# and Non-Discretionary Investment Advisory Service (NDIAS).
#Equity Derivatives are only provided on a non-repatriable basis (i.e. from the NRO account)