integrated wealth management

Burgundy provides you with an end to end wealth management experience that is 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.

Investment reports

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

  • Equity through Mutual Funds, ETFs, Stocks, Derivatives and Portfolio Management Schemes
  • Fixed Incomethrough Bonds & Debentures (primary and secondary market), Mutual Funds and Fixed Deposits
  • Alternate Assetsthrough Structured Products, Private Equity or Real Estate funds
  • Legacy PlanningAssistance in creation of a Will or Trust for Succession or Estate Planning through our referral partner
  • Non Life Insurancethrough Motor, Travel, Health, Home & commercial lines of business offered by Tata AIG and 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 and ETFs.
  • Forex / Currencythrough Derivatives (Forward Contracts)

awards accolades

  • Axis Bank wins the 'Affinity/Bank Partner of the year' - at the Asia Trusted Life Agents & Advisers Awards 2016, by Asia Insurance Review
  • Axis Bank has been ranked amongst the Top 75 safest banks in the world by The Banker

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 13 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
Event-based Reports: Commentary and our views on specific events like the Monetary Policy or the Union Budget

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