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We’re with you all the way, from customized investment and asset management solutions to estate planning. Our portfolio management services amalgamate a host of products and a deployment strategy that is tailored to meet your preservation and growth metrics.

Our Universe

Family Office

We cater to the small but fast-growing Family Office segment of the wealth-management spectrum in India, with comprehensive planning and a spectrum of solutions that cater to their unique asset allocation, investment and financial management requirements.

Private Wealth Management

Appreciating the complex financial needs of HNIs and corporates, we leverage our expertise and to provide them with bespoke financial plans which are crafted for a blend of wealth preservation and growth while generating consistent and reliable cash flows that meet our clients’ lifestyles.

Solutions

Fundraising and structured financing

With our finger on the market pulse, we carry forward our clients’ capital raising endeavours effectively and expeditiously. We also orchestrate structured financing, keeping our clients’ exigencies at the core.

Financial Planning

Our growth positive reputation comes from our track record of crafting client-centric financial plans, which inspire a sense of trust and security.

Real Estate

Beyond financial adeptness, our firm is equipped with dedicated capabilities in tracking and investing in real estate sector assets so that we can offer our clients more robust diversity in their asset allocation and portfolios structure.

Succession Planning

We understand that you have invested efforts and emotion into building your wealth. Securing your legacy, and ensuring its seamless transition in line with your designs, is our prowess and privilege.

Global Wealth

Our portfolio management services extend to NRI, as we support them in their aspirations to invest within India. We also assist in investment immigration to facilitate consolidation or diversification.

Invest in India

The world views India as an investment destination with great potential. To enable Institutional investors, Ultra-HNIs and NRI to leverage the India opportunity from outside the country, we step in as an extended family office, facilitating access to the Indian capital markets and strategising investor entry through the FPI or FDI routes. With specialised local and global partners and solid research in capital markets, we unlock investment opportunities in India for our clients abroad.

If you want to know more - write to us at invest@lovakcapital.com

Investment Immigration

United States

Portugal

Canada

Ireland

We also assist in investment immigration to facilitate consolidation or diversification.

Get in Touch

Products

Our bouquet of financial offerings extends across the spectrum – from fixed income to those with more brisk-risk metrics. This gives us the armoury we require to design perfectly curated portfolios for our clients.