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 analyses your assets and portfolio in view of prevalent market conditions and recommends investment solutions that help optimize your wealth creation. Our investment counselors will help recommend an investment strategy to specifically suit your individual needs 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

Investment reports

We offer the following suite of investment solutions across all the major asset classes:

  • Equitythrough Mutual Funds, ETFs, Stocks, Derivatives# and Non-Discretionary Investment Advisory Service (NDIAS).
  • Fixed Incomethrough Mutual Funds and Fixed Deposits (in multiple currencies)
  • Alternate Assetsthrough Private Equity or Real Estate funds
  • Legacy PlanningAssistance in creation of a Will or Trust for Succession or Estate Planning through Axis Trustee Services Limited
  • Non Life Insurancefor Motor, Home, Travel, Health & commerial lines of business offered by Tata AIG & Health insurance offered by Apollo Munich
  • Life Insurancethrough Term, Endowment, ULIP and Money Back plans offered by our partner, Max Life Insurance Company Limited
  • Goldthrough Mutual Funds, ETFs and in physical form
  • Forex / Currencythrough Derivatives

#Equity Derivatives are only provided on a non-repatriable basis (i.e. from the NRO account)

awards accolades

Axis Bank was awarded the Best Financial Advisor (Private Bank) at the UTI MF & CNBC TV 18 Financial Advisor Awards 2013 - 14

We offer products from amongst the best financial service providers in India with partners like Max Life Insurance Company, Tata AIG General Insurance Company and mutual funds from 11 other partner Asset Management Companies.

These partners have been identified based on a stringent process of evaluation of their previous product performance, customer service standards, quality of leadership & management, and company parentage; so that we ensure that our clients get only the best long-term solutions.

 



A rigorous 4-stage Financial Planning process
The Burgundy Relationship Manager along with his team of investment experts use a rigorous time-tested 4 stage evaluation process to ensure that all recommendations are designed to meet your long-term strategic objectives.

Investment Research

With your Burgundy account, get access to the following special reports from our Investment Research Desk.

Investment Perspectives: A succinct quarterly report that gives views and outlook on equity and fixed income instruments along with markets and investment options
Axis Select: A list of Top-Quality Mutual Funds selected for you after conducting several rounds of rigorous research.
Event Reports: Commentary and our views on specific events like the Monetary Policy or the Union Budget

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