Orange provides end to end services to both individual and corporate clients in areas that include wealth management and investment and insurance advisory.
Services to Individuals / Family Office
Mutual Fund Advisory - Orange Global Advisory has a disciplined approach when it comes to investment advisory. We offer advice on mutual funds based on the client’s demographic profile and risk/ reward expectations. An in depth understanding of client objectives and a thorough research of various product offerings in the market is done by our in house experts and a road map is drawn mapping goals, resources and outcomes.. We also help clients restructure and realign existing portfolios to better suit their long term requirements.
Stock Advisory – The Orange team has several years of experience in studying market trends. Our advisors have the expertise and adopt scientific methods in identifying stocks with potential. Fundamental research, performance tracking and state of the art reporting mechanisms are used in identifying stocks which would suit our client needs.
Alternate Investment Advisory – The Orange team has dedicated professionals who offer advice on real estate and private equity funds. Our in depth knowledge of the real estate markets, proven expertise and experience helps us provide comprehensive solutions in this area. A detailed analysis of manufacturer’s track record and fundamentals is undertaken before product is suggested to clients.
Taxation Consultation – Orange Global Advisory is aligned with reputed Chartered Accountants and Real Estate Firms to provide expert advice on tax related matters.
Treasury Advisory – Orange Global advisory understands the complexities faced by corporate houses with regard to financial matters. We advise corporates in Treasury management,lending and borrowing solutions
Insurance Advisory - The Orange team has a proven track record in the field of insurance. We do an audit of a corporate’s existing policies to identify gaps in terms of cover and strive to rationalize their overall cost of insurance. Orange therefore does a complete risk assessment and offers services that are in tune with client objectives.