Wealth Management


Wealth Management

At SPA, we understand the thoroughness and diligence needed to manage one’s finances and hence provide dedicated services to our clients in helping achieve their financial and strategic goals. Our advisory is supported by data backed, unbiased and transparent research. Ranked amongst the top financial intermediaries in the country, our services are distinguished by our futuristic and ethical view.

Our Approach

In building robust investment portfolios, we determine preferences, needs and resources and thereby align them to the investor's goals. Providing regular analysis of the portfolio across all assets and liabilities enables assessment and improvement in performance. We follow the listed strategic steps throughout the investment cycle:

1. Acquire & Input Portfolio Data

  • Analysing existing portfolio
  • Rating/Sector/Pattern Analysis
  • ALM/Cash Flow etc

2. Identify Investment Objective

  • Framing Investment Policy
  • Adopting Investment Mandates
  • Adopting Internal Mandates

3. Portfolio Designing

  • Macroeconomic Outlook
  • Research & Analytics
  • Investment Strategy
  • Asset Allocation

4. Post Investment Review

  • Periodic Review
  • Performance Analysis
  • MTM Report

Treasury Management

As businesses grow, their financial risks also evolve. SPA offers dedicated treasury advisory services in the management of these risks and various other challenges to listed and private companies. We work directly with companies of varying sizes to advise on treasury matters, develop strategies for financial risk management, liquidity and cash management, and implement treasury operations and infrastructure.

We also provide portfolio management and investment advisory services to employee benefit funds and provident funds. The products include government securities, bonds, alternate investment funds and mutual funds.


Wealth Management

SPA offers premium wealth management services to high and ultra-high net worth individuals (HNIs & UHNIs) and retail investors. In addition to our customer centric and innovative solutions, we focus on building long term relationships with all our clients. Our advisory backed by in-depth research and analysis has made us one of the most preferred wealth management platforms in the country. We offer high-end technology based solutions, to create a seamless investment advisory experience.