Tailor Your Investment Strategy

 

Together we define the portfolio that best fits you with a long-term view, help you manage your personal finances, plan for the future of both your wealth and your values, and create connections to empower you in finance and beyond.

Our investment management services can help you tailor your wealth to your values, ensuring your wealth leaves a positive impact for generations to come. Our goal is to provide you with the best wealth management experience.

BNP Paribas Wealth Management provides different portfolio management solutions at your disposal, allowing you to optimize your investment portfolio in line with your preferences and personal situation.

With our Advisory Services, you maintain a privileged relationship with your Private Banker, who takes a hand in managing your portfolio and guides you in your decision-making by providing you with key market information provided by:


 - A team of professionals who provide detailed sector analysis, and investment and stock trading lists of stock;

 - A local trading desk providing efficient execution on all instruments.

- An advisory desk team which, after a thorough screening process, provides a list of the best picks, investment opportunities and arbitrages as well as recommendation updates;

 

We can organize direct access to our trading desk at BNP PARIBAS Wealth Management that will provide you with privileged access to our portfolio construction recommendations. We will take care of all the administrative aspects for you, such as order execution, reporting and more.

Our Execution Services provide you with dedicated, experienced staff who will facilitate your access to coverage of equities, bonds, derivatives, forex and precious metal markets.

We understand that your needs as an entrepreneur are best served by offering expertise not only in wealth management solutions but also in strategies related to your business needs to achieve your growth objectives in personal and corporate wealth, 

Our Corporate Finance Solutions (CFS) service offers strategic advisory relating to mergers and acquisitions, private equity syndication, partnerships / JVs, etc. It can support you in taking strategic stakes in businesses, becoming a cornerstone investor, selling companies, monetizing existing businesses / investments and equity/debt capital market related offerings. CFS works closely with your wealth advisor and adopts a solution driven approach to address all your corporate needs - be it early stages of building your business, seeking funds or strategic advice for growing your business, divesting your business or even passing on the business to the next generation.  

Our team of CFS specialists, placed across the globe, pool their expertise and resources together to leverage our international reach, know-how and capabilities to provide you with the best possible solutions. We are committed to working closely with your circle of advisors to ensure you benefit fully from our combined knowledge and experience. We bring an unbiased approach to derive innovative solutions for your personal and corporate needs.

BNP Paribas Wealth Management India can assist in the building and maintaining of a strong equity portfolio, through comprehensive equity advisory services backed strong expertise.

Gain access to a selection of in-house funds managed by BNP Paribas Investment Partners, one of the largest asset managers in the world; A selection of external funds chosen using proprietary fund research methodology.

Our team makes selections among issuers and securities and monitors them over time. Our dedicated network through experienced execution teams can also offer you access to both primary and secondary markets and provide you with made-to-measure solutions upon request.

* The entire range of wealth management products and services of BNP Paribas Wealth Management in India is offered through BNP Paribas, BNP Paribas Wealth Management India Pvt Ltd. and Sharekhan BNPP  Financial Services Pvt Ltd. Some of the above mentioned products and services may be provided on a referral/distribution basis.