FAMILY OFFICES & HNI CLIENTS
Allegro offers be-spoke wealth management services to HNI and Family Office clients, including estate planning & succession planning. It provides highly customized, specific solutions for management of assets in India and overseas with a complete suite of service offerings
Robust Network
Strong relations with domestic & off-shore fund managers to manage client assets
High Customization
Ability to design specialized services and schemes to suit specific requirements
Experienced Advisory Team
Well-rounded team of financial experts to understand, guide & refer
Complete service spectrum
Customized PMS solutions, advise on tax restructuring, estate & succession planning
BUSINESS ADVISORY SERVICES
Identification of venture and private equity opportunities including coordination of financial, legal due diligence to investment documentation