Every investment is a claim on a business. We hold all of them on one shelf.
A share is ownership. A bond is a loan. A leased asset or a financed invoice is a business paying for the use of your capital. Two wings, five chapters, each open directly or through funds · matched to your skill, your time and your capital.
Claims that compound
Ownership. You hold a piece of the business and its future.
- Listed equity Direct stocks · equity funds · PMS mandates · AIFs
- Startups & unlisted equity Direct allocations · venture & startup funds
Claims that pay
Lending and financing. The business pays you on a contract.
- Bonds & debentures Direct holdings · debt funds
- Asset leasing Direct programmes · pooled vehicles
- Trade financing Invoice discounting · diversified programmes
The concentration rule
Your career, your business and your city are already in healthcare. Healthcare alternates are therefore capped at 20–25% of any member's portfolio. Concentration built your wealth; it will not manage it.
Every memo names who should not invest
An opportunity right for one member is wrong for another. Each memo states the risks plainly and names the profile that should decline. Sometimes that will be you.