Wealth Management & Family Office

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The DNA of NCap Consulting is Wealth Management with its rich advisory experience and robust technology platform NCap Consulting provides world class experience and unmatched advisory for Wealth Management needs of its esteemed clients across asset classes.

NCap Consulting invests heavily in creating and maintaining a technology platform for wealth management for its clients, through its website and cloud based software technology clients have a seamless and world class experience of viewing, maintain their wealth portfolio and generate wealth reports with latest valuations at ease.

NCap Consulting follows a paperless policy in executing transactions and communicating with clients. All transactions are processed on an online platform (BSE Star MF) with minimal paper work and lot of ease.

NCap Consulting believes in in-house research and unbiased advice so we do our own research through latest research software & tools and interaction with the Fund houses and completely avoid any third party reports for research.

Products & Services
A) Wealth Management:-

Investment Advisory across asset classes.

  • Equity Investments:-Direct Equity, Portfolio Management Services, Mutual Funds, Structured Products.
  • Fixed Income:-Bonds and Debentures sourcing from Primary and Secondary Market, Corporate Deposits, Mutual Funds, Structured Debt Instruments either direct or through a Fund route.
  • Alternate Investments:-
    • Real Estate: – Residential and Commercial Real estate with access to pre-launch offers and attractive rental yields leveraging on the strong relationship with developer and strong market access. Investments in real estate funds.
    • Private Equity Funds & Venture Capital Funds.
    • Structured Products.
B) Family Office Services:-

NCap Consulting offers Structuring, Execution and Monitoring of Family Office, Wealth Advisory and Investment Management Services, Estate Planning & Succession Planning Services, Consolidated Reporting, Referral for Philanthropy Services, Taxation, MIS, Administrative Services and highly focused Private Equity Desk.

Our capabilities in Investment Banking, Wealth Management, Real Estate helps us to create unique proposition for Family Offices which helps us to cater to the Personal Wealth management requirements as well as the Business side requirements like Fund Raising, Mergers and Acquisitions, Business Consulting, finding Strategic Partners and help businesses collaborate globally and expand/ diversify.

This provides clients complete confidentiality of information as we provide one stop shop advisory at both ends- Personal Wealth and Business requirements. Also it enables NCap Consulting to efficiently run the Private Equity desk at a Family Office and enable Business Houses to diversify and explore right expansion opportunities.