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.
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.
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Risk ProfilingThis step is designed to help us understand your current life stage and risk levels. This becomes the first input in developing your financial plan. -
Asset AllocationOne of the most important drivers of return is asset allocation. Basis the risk profiling, a customized asset allocation plan is constructed for you through a combination of investments across various asset classes of Fixed Income, Equity, Gold and Currencies. -
Investment PlanningThe investment plan is constructed based on the recommended asset allocation and current outlook on financial markets. Your Burgundy Relationship Manager will then call upon his team of experts to arrive at the right product mix. This is then discussed with you and executed upon your confirmation. -
Continuous Monitoring & ReviewThe investment team continuously monitors the performance of the investment plan against the backdrop of market dynamics and individual product performances. The investment plan is then reviewed and modified if needed to ensure alignment with the plan 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