MARUBOZU FINANCIAL SERVICES
Experience
An Investment Lifestyle.
A Statement.
Get your own team who just work for you.
Enjoy concierge on invitation.
MARUBOZU P R I V A T E
Vetted through an investment council of 20 years into private banking and industry-specific consultants.
Where every asset class under the sun is touched.
As an onboarded investor, you will have a personalised desk of multiple relationship managers apart from the director’s touch for end-to-end execution and concierge.
Invitations to private, closed-door events with startup founders, fund managers and industry leaders.
Special access of liquidation support for your existing properties.
Preferential access & pricing through well-established syndication networks.
Full discretion, privacy, and post-deal support as part of our core offering.
Investor Perks & Concierge
Invite-Only Concierge Offerings
Structured Products: Structured products passing multiple filters of track-records and trade-offs as well as opportunities to meet and chat with the fund managers of PMS, AIF, RIA and MF products, Equity/Gold MLDs and so on for a more primary form of allocation in multiple asset class categories or themes.
Pre-IPOs: Allocations through strategic syndicates (promoters, family offices, foreign demat holders)
Private Equity & Hybrid Placements: Access to ESOPs, CCDs, CCPs, and convertible instruments in high-growth companies
Handpicked Startups: Publicly acknowledged revenue-stage or grant-backed ventures led by credible, commercially viable founders; they can be easily approached via direct calls/meet to have your inputs/criticism for decision-making.
Distressed Assets: Acquisition/Partial Investments in NPA assets like hospitals, hotels, schools and so on with short and long-term investment models
Real Estate (Fractional & International): Across the globe, yield-based realty options for diversification and scope of appreciation.
Fixed Income Instruments: Monthly-payout Debt AIFs, unlisted NCDs, put-call bonds, foreign currency denominated bonds and so on.
Low Latency Trading Solutions (TX3)*: Server advantages with proprietary news-briefs, live screeners, premium charts and SMS/E-mail alerts bundled with HNI broking services and allocated dealer desks.
International Equities & Hedging: Through LRS, GIFT, FOF, and discretionary/non-discretionary portfolio managers including the commodity/currency** markets
*Soft commitments with select research analysts and algorithmic trading service providers for consultation pan country, to help you speculate micro-cap stocks apart from short term quality stocks and majorly option writing, subject to your decision.
**Currency market is subject to RBI’s approval.