ADI International

About Us

Who we are

  • ADI understands the complex financial needs of HNIs, NRI’s, family offices, corporates and offers them unique solutions and services that can meet their requirements.
  • We leverage our solid research and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals.
  • Our customized services are client centric, complemented by superior execution, robust investment policy framework, extensive research with a strong emphasis on picking future winners.
  • ADI is marquee IFA with AMFI registration (ARN #. 192326) empanelled with all the major fund houses like SBI MF, HDFC MF, Kotak MF, Prudential ICICI, Axis MF etc.
  • We are one of the few advisors to be registered on NSE-MF platform for offering fully online and seamless investment platform to our clients.
  • Total AUM managed as on March 31, 2022 of INR 100 crores and growing every day!!

The ADI Wealth Difference

SOLID RESEARCH BASED INVESTMENT

  • Sound advice and solutions based on years of experience and a research-oriented approach.
  • Our empowered presence and strong conviction in the India growth story help us to identify the best investment opportunities for our clients.

Personalized

  • We partner with a select number of individuals and families this allows us to be focused and proactive in managing our client’s wealth.
  • Our hands-on approach is dedicated to keeping our clients involved throughout the process.

Fully Transparent & Seamless Connect

  • We offer a paperless and fully online robust technology platform to aggregate data, report on performance and assess portfolio risks by working closely with our clients to create customised solutions supported by periodic monitoring, sharing of MIS reports, easy accessibility and quick response.
  • Full visibility into our process and results.

Whom We Work With

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FAMILY OFFICES

  • We help manage the fiduciary, trust and estate businesses of multiple families of high repute and provide them with investment prepositions which are differentiated and strategic in value.
  • Our key tie-ups with Fund Houses, AIFs, PMS, are another step in our endeavour to be a complete solution provider for both financial and wealth maximisation goals of our clients.
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CORPORATE TREASURIES

  • ADI facilitates corporates to prudently manage their surplus funds. We advise over 10 corporate treasuries and actively manage treasury assets worth 100Cr.
    • Our in-house trading desk has the capability to provide unique solutions to corporates with access to major debt market participants and government securities.
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    ULTRA-HIGH NET
    WORTH INDIVIDUALS

    • We aim to cater to every need of our clients by providing them with customized portfolio recommendations, taxation advice and succession planning.
    • We ensure strong portfolio governance through superior execution, risk mitigation and deployment of continuous monitoring mechanisms.
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    Non- Resident
    Individual’s (NRIs)

    • We offer holistic wealth solutions to NRI investors by offering gamut of investments opportunities in India ranging from Indian equity markets, debt markets and real estate opportunities.
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