WHO WE ARE
WEALTH
MANAGEMENT
SERVICES
WEALTH
MANAGEMENT
Nuvama Wealth Management (NWM) is an India-based leading wealth management solution provider and has presence across wealth & investment management, institutional securities, custodial and advisory services. EWM is a business in partnership between Pacific Alliance Group (PAG) and Nuvama Group, with PAG holding majority stake in EWM. PAG is one of the world’s largest Asia-focused private investment firms with approx. USD $50 billion in assets under management.
SERVICES
We are a one-stop shop that meets the evolving needs of asset managers and brokers/trading members by offering an integrated suite of services across asset classes. From Fund Setup Advisory, Securities Custody, Derivatives Clearing, Fund Accounting, Financing, Distribution, Research & Execution Services to Compliance Support and Value-Added Services, we offer a plug and play model that meets every business requirement.
We build trusted, long-term relationships with our clients by providing objective and strategic advice, as well as operational support to help them address their investment needs.
Our clientele includes Foreign Portfolio Investors (FPIs), Mutual funds, Alternate Investment Funds, Portfolio Management Services, Domestic Brokers, Corporate Treasuries and High Net-worth Individuals (HNIs).
For the third consecutive year we have been rated as a Leading India Custodian in the Global Custodian Agent Banks in Emerging Markets Survey. We are the only Indian Custodian to receive the award for Best Asset Servicing – Emerging Markets by Global Custodian Leaders in Custody Awards 2019.
Our state-of-the-art infrastructure, differentiated research, solid algorithmic capabilities, execution platform and support services ensure that our clients derive maximum value.
Services that we offer:
India Access & Fund Setup Advisory – FPI ID set up, end to end set-up advisory, strong ecosystem connect with fund administrators, law firms and other service providers.
Securities Services – Securities safekeeping, trade settlement, physical vaulting, proxy voting, support for primary offerings, mutual funds, money market funds, open ended funds and ETFs and robust corporate actions.
Derivatives Clearing – T+0 clearing member across Indian exchanges; reduced margins blocked | Trade and settle all classes of India listed derivatives | Membership across exchange segments
Fund Accounting – Reporting at compliance, fund and client levels | Daily NAV and capital gains calculations
Research and Execution – Best-in-class research and execution services with a Strong corporate access and state-of-art infrastructure for execution | DMA-ready and FIX-compliant system
MIS, Reporting and Back-office services – Customized reports with class-leading SWIFT integration
