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With a mission to help accumulate, grow and manage the wealth of high net worth
individuals, professionals, family groups and businesses, Allegro's Private
Banking Practice offers personalized financial planning and legal advisory
services. Our advice covers investments across asset classes and ranges from
capital markets, debt instruments, real estate, private equity opportunities,
to select corporate finance requirements. For clients with multiple asset
managers and a diverse portfolio, we offer a holistic 'Fund of Funds' approach
that is in complete synergy with the unbiased nature of our advice. We also
collaborate with specialists for estate advisory, tax and legal services, so
becoming a "family office" to our clients. Pioneers of independent lifecycle
management services in India, Allegro runs the largest fee paying investment
advisory service in the country. Our advice covers the entire spectrum of an
individual's financial need, from investment planning and execution to tax
planning and compliance. Goals, set across a perpetuity, are assiduously worked
upon by advisors keeping in mind the gradual and limited growth in corpus and
the risk profile of this segment.
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