IPS-Led
Governance
Clearly defined boundaries and a stipulated framework - with continuous deviation tracking and monitoring against your mandate.
IPS-Led
Strategic &
Tactical Allocation
A long-term core portfolio, complemented by time-bound tactical positions — sized and capped within the IPS.
Dedicated Services
& Reporting
Consolidated reporting, deep analytics and a dedicated team - from execution to ongoing monitoring.
IPS-Led Governance Is the Foundation
01
Defined Boundaries
Asset class limits, concentration caps, liquidity bands and instrument-level permissions — all agreed upfront in the IPS.
02
Stipulated Framework
Every allocation and rebalancing decision is tested against a documented framework, not made ad hoc.
03
Deviation Tracking & Monitoring
Ongoing monitoring of actual allocation against IPS limits, with defined thresholds and escalation triggers.
04
Periodic Governance Reviews
Scheduled reviews to realign the portfolio, or formally revisit the IPS as goals and markets evolve.
Strategic Core, Tactical Satellite
Strategic Portfolio
Core · Long-Term
- Anchored to the family's long-term, IPS-defined asset allocation
- Built for stability and compounding across market cycles
- Forms the majority of the family's overall allocation
- Rebalanced periodically to stay within IPS-defined bands
Tactical Portfolio
Satellite · Time-Bound
- Opportunity-driven positions, sized within IPS-defined limits
- Capitalises on near-term market dislocations and themes
- Deliberately time-bound, with defined entry & exit triggers
- Reviewed independently of the core strategic allocation
Allocation & Rebalancing Across Asset Classes
Equity
- Global & Domestic
- Listed & Unlisted
- Public via Direct Equity, MFs & PMS
- Private via Cat II/III AIFs
- Co-Investing with Marquee Private Equity/VC Funds in private deals
Fixed Income
- Domestic & Global
- Direct Bonds - Govt, Corporate, High Yield
- Curated PMS Portfolios
- Credit AIFs — Performing, Mezzanine, Special Situations, Venture Debt
Commodities
- Gold & Silver via ETFs / Funds
- Other Commodities via International ETFs
- Mining Companies via International Route
- Energy ETFs or Direct Stock exposure
Real Estate
- Direct Real Estate or Fractional Ownership via Structured Fund routes
- Private Equity Funds in Real Estate
- REITs / InvITs — Listed & Private
The Family Office Desk Experience
Green Channel Support
Priority, expedited processing across our partner ecosystem for time-sensitive transactions.
Dedicated Access
A dedicated relationship team, with a direct line to platform and product specialists.
Technology-Enabled Execution
Digital execution rails for faster, error-free implementation across managers and platforms.
Consolidated Reporting & Analytics
One consolidated view of net worth, backed by a deep layer of analytics and research.
Curated Product Suite
A vetted, non-proprietary shelf of products — not a house view being sold to you.
Guided Interactions
Structured introductions and guided conversations with product providers and fund managers.
