Private wealth

Comprehensive solutions that enhance value
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Wealth management is both an art and a science.

Having the right mix of skills to deliver great wealth management services requires years of experience and specialised knowledge. Our philosophy is that each client requires a financial portfolio to match their risk appetite and financial needs. It takes an expert to design a portfolio that achieves the client's desired goals.

We specialise in providing comprehensive financial solutions to high net-worth individuals and families. With wealth management and succession planning structured around our clients’ needs, our aim is to secure their financial assets for the present and also for the future.

We believe that understanding each client's personal needs is the first step to a long-term partnership and mutual trust. We believe that each client has different goals, and it is our endeavour to deliver customised solutions to meet those goals. Our experienced team of personal wealth managers proficiently translates a client's goals into financial plans through sound advice, planning and a deep understanding of the financial markets.

Product offerings

We provide an optimal combination of products and solutions, customised to match our client’s risk profile.

  • Equities

    Guided by an open architecture policy, we offer mutual funds and other third party products, and discretionary and non-discretionary Portfolio Management Services.

     
  • Fixed Income

    Our offerings cover the entire gamut of debt products, from debt mutual funds to bonds, debentures and government securities.

     
  • Alternate

    Structured Products and Capital Protected Notes : We enable our clients’ participation in underlying stocks through investment in principal protected structures.

    Private Equity : Our clients gain from investment in private equity through direct deals and select private equity funds that have been evaluated and recommended by our product experts.

    Real estate : We offer exclusive real estate opportunities through our tie-ups with experienced entities, as well as through investments in private equity funds.

     
  • Trust and Estate Planning

    We have strong tie-ups with reputed entities of high pedigree; so clients can benefit from our associations, and trust and estate planning services.

     
  • Lending Solutions

    We are backed by our NBFC and tie-ups with other financial institutions, in providing lending solutions to meet our clients’ capital requirements.

     
  • International Investments

    Our tie-ups with premier private banks enable us to offer offshore investment advisory solutions to NRIs and resident Indians (within permissible limits).

     

Leadership TEAM

Saurabh-Mukherjea

Saurabh Mukherjea

CEO, Ambit Capital

 

Saurabh Mukherjea leads the Institutional Equities, Equity Capital Markets and Private Wealth businesses at Ambit.

Prior to joining Ambit, Saurabh co-founded an equity research firm, Clear Capital, and also successfully built the Equities business for Execution Noble in India, right from its inception. During his tenure at Execution Noble, it was the highest ranked new entrant for Research in the 2009 Asiamoney polls.

" Voted as the No.1 Strategist in India in 2014, 2015 and 2016 by Asiamoney, Saurabh has played a crucial role in transforming Ambit into one of the most successful brokers in India. It is under his stewardship that Ambit has been ranked by Asiamoney as the ‘Most Improved Brokerage House in India’ for 5 consecutive years. In 2015 and 2016, Ambit was also rated as the ‘Most Independent Brokerage’ in India. "

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Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do's & Don't's) in Vernacular Language :

Assamese Bengali Gujrati Hindi Kanada
Kashmiri Konkani Malyalam Marathi Oriya
Punjabi Sindhi Tamil Telegu Urdu

Note:"This document is a translated version of the client registration documents in English and is being provided in vernacular language to facilitate better understanding by the investors. In case of any ambiguity, the contents of the English version would prevail."

Disclaimer
ambit_logo Ambit Capital Private Limited

CIN: U74140MH1997PTC107598

BSE Clearing and Trading Member (Derivatives)- INF011247633 | BSE Stock Broker (Cash Segment) - INB011247633 | NSE Multiple Member (Cash Market Segment) - INB231247637 | NSE Trading Member (F&O) - INF231247637 | SEBI - Depository and Participant IN-DP-CDSL-374-2006 | SEBI - Portfolio Manager - INP000002221 | AMFI - Mutual Fund Advisor- ARN-36358 | SEBI - Research Analyst - INH000000313 | SEBI - Merchant Banker - INM000012379

In case of investor grievance, mail us at investorgrievance.acpl@ambit.co

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.

Attention Investors:
CDSL communique no. CDSL/OPS/DP/POLCY/2017/176 dated April 05, 2017 advises that the Beneficial Owners (BOs) should submit/update their Aadhar Card copy with the Depository Participant.

Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day. Issued in the interest of investors.

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.


Ambit House, 449, Senapati Bapat Marg, Lower Parel, Mumbai – 400013 | Tel. no. 91-22-3982 1819 | Fax: 91-22-3982 3020

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Disclaimer for US Person

This website is intended for publication / distribution of material directly or indirectly only to "Major Institutional Investors" (“MUSII”) as defined by Rule 15a-6(b)(4) of the U.S. Securities and Exchange Act, 1934 (the Exchange Act) and interpretations thereof by U.S. Securities and Exchange Commission (SEC) in reliance on Rule 15a 6(a)(2). If the person(s) accessing this website is not a Major Institutional Investor as specified above, then it should not access the same and exit from the website. Further, credentials / login provided to the user and viewed on the website should not be copied, duplicated and /or transmitted onward to any other person, specifically to someone who is not the Major Institutional Investor.

In reliance on the exemption from registration provided by Rule 15a-6 of the Exchange Act and interpretations thereof by the SEC in order to conduct certain business with Major Institutional Investors, Ambit Capital Private Limited has entered into an agreement with a U.S. registered broker-dealer, Ambit America Inc. Transactions in securities mentioned on the website should be effected through Ambit America Inc.

Accordingly, in the absence of specific exemption under the Acts, any brokerage and investment services provided by any entity in the Ambit Group including Ambit Capital Private Limited, including the products and services described herein are not available to or intended for U.S. persons (Other than MUSIIs).

This website and its respective contents do not constitute an offer or invitation to purchase or subscribe for any securities or solicitation of any investments or investment services and/or shall not be considered as an advertisement tool. "U.S. Persons" are generally defined as a natural person, residing in the United States or any entity organized or incorporated under the laws of the United States. US Citizens living abroad may also be deemed "US Persons" under certain rules.

“Ambit Group” means Ambit Pvt. Ltd. and/ or any of its subsidiaries.