Chryseum provides proactive wealth management strategies with an expansive across generations, offering highly credentialed specialists with extensive experience in wealth planning, investments, private banking, risk management and trust services.
We provide customized services based on each family’s unique situation and goals. Our independent thought and unbiased consulting approach has provided highly customized solutions for many individuals and families.
We offer comprehensive family office services, including money management, socially responsible investing, generational planning, tax planning, philanthropy, and education planning for all family members.
We offer sophisticated Investment Management advice backed by research, analysis and assessment based on our interactions with Fund Managers, Coverage Analysts & sector underpinnings.
Portfolio Management Services (PMS)
Chryseum offers PMS in tie-up with one of the best-in-class firm in this space. Our partner firm has 15+ years of experience in running a highly successful PMS firm with over INR 750 Cr in Assets Under Management (AUM). Their product offerings are in complete alignment with clients successes and work under a “Profit-Share” concept with full-visbility of portfolio at all times and with negligible churn in portfolios thus enabling a long-term gains for clients.
The focus is on Mid-Market / Small-Cap Companies with solid fundamentals, negligible debt, sound management and niche businesses.
Mutual Funds & Bonds
We offer a well-researched portfolio of Mutual Fund Schemes & Bond offerings based on clients risk assessment and liquidity requirements.
With strong relationships with Top AMCs in India we have access to their Fund Managers, CIOs, Sales & Service team thus assuring up to date information and highest level of service. We cover entire gamut of Mutual Funds, Corporate Bonds, Structured offerings in tie-up with largest institutions in India.
Equity Investments – Portfolio review & advice
Equities in India has been largely self-managed over the last few decades. We attempt to streamline some of these activities by engaging with our clients on personalized study of their Equity portfolio and offer them a Macro-level analysis on the sectors, segments & concentration based on clients short-term / long-term objectives.
We have invested in best of technology, systems & processes to provide our clients with comprehensive reporting and proactive monitoring of their Financial as well as Real Assets.We are able to track changes, report and monitor the entire holdings of our clients, providing them a single view and consolidated performance reports of their Financial / Real Assets Portfolio across all asset classes.
Chryseum follows a multidisciplined approach for multigenerational wealth, fostering an environment where families thrive through our sensitivity to each family’s dynamics, tailored service and collaborative counsel.
Chryseum has tied-up with with top experts, including accountants and attorneys, and oversees all of these professionals on behalf of the family. Family office services are offered on an advisory basis, which means that families make the ultimate decision in all matters.