How can Ethical Advisers & Our Esteemed Partners help you?

We at Ethical Advisers ourselves, with more than 30 years of our international investing experience, help restructure your existing shares portfolio and/or create a new portfolio of high-quality shares, for steady long-term growth and income using fundamental analysis. We take full onus of keeping a close track of the financial performance of the companies as also macroeconomic/political trends globally and in India.

ASK Wealth Advisors (ASKWA) is part of the highly reputed ASK Group, whose advisory/managed assets exceed Rs.55000 crores as of March 2019. Through ASKWA, we offer research-based access to Mutual Funds, Real Estate/Private Equity Funds & Customized Equity PMS. For our NRI clients, we offer access to one of the best performing India Offshore Funds ($) in the world. We also offer access to US equity markets via the ASK Global Opportunities Fund managed by Veteran Fund Managers based in Kansas and Florida. Global private equity group Advent International (AUM $42 bn) has taken a 41% stake in ASK Group in December 2016

ICICI Prudential Life Insurance Co. Ltd (ICICI Pru) is India’s leading private life insurance company with AUM exceeding Rs 160410 crores as on 31st March, 2019. We are pleased to offer their innovative and competitive Life Insurance Term Plans, ULIPs, Child Plans and highly tax efficient Retirement Solutions. ICICI Pru’s Claim Settlement Ratio has consistently risen over the last decade, and stood at an impressive 98.6% in 2018-19

Star Health & Allied Insurance Co. Ltd. (STAR) is India’s largest standalone health insurance company with a market share of 50%. Amongst all 24 private insurance companies, STAR is #1 with a premium base of Rs.4160 crores. One can take advantage of 100% Cashless Mediclaim at any of their 11000+ Network/Agreed Network Hospitals We are proud to offer a wide range of STAR’s unique health insurance products (Mediclaim) at competitive premium. These include specialized products for Senior Citizens (up to age 75) as also for those suffering from Heart, Cancer and Diabetes.

Smallcase is our latest and most exciting partner for affordable / budget investing in shares using a hi-tech plafform. smallcases are portfolios of high quality shraes INTELLIGENTLY created by us, using a theme, strategy or objective.

Bajaj Allianz General Insurance Co. Ltd. (BAGIC) a JV between Bajaj Finserv Limited (74%) and Allianz SE (26%) is one of the top 5 General Insurance Companies in India, having earned Rs.6050 crores of Premium and a Net Profit of Rs.921 crores in FY 18, up 27% y-o-y. BAGIC has an outstanding solvency ratio of 276%, vs IRDA norm of 150%. Given its management pedigree, solid business track record and a dynamic product range, we at Ethical Advisers are proud to associate with them for all your business insurance needs including Shops, Fire, Terrorism, Travel, Motor, Home insurance etc

HDFC Ltd is a pioneer in the field of housing finance since 1977. We are proud to be associated with this elite institution as their business sourcing associate for all our clients’ home purchase loan /home improvement loan needs.

R R Nabar & Co. Share brokers Pvt Ltd (NABAR) is our Stock Broking Partner of high repute. Formed way back in 1908, NABAR has provided reliable services since the past 111 years – few firms in India can boast of. 

Quickr (HDFC) Realty iis a real estate advisory company, with an experience spanning 3 decades, and a transaction volume of Rs.2500 crores across 19 cities in India. By associating with them, we offer professional advice for buying/selling/leasing across all real-estate segments; from office spaces, to retail and residential premises to property redevelopment.

ICICI Lombard GIC Ltd is one of the leading private sector general insurance companies in India with a Gross Written Premium (GWP) of Rs 147.89 billion and has issued over 17.73 million policies for the year ended March 31, 2019. We at Ethical Advisers, highly recommend their unique Overseas Travel policies.

AAA Company Fixed Deposits offer a solid diversification of one’s savings and provides steady income. We are proud to associate with HDFC Ltd, Bajaj Finance and Mahindra Finance in this regard

Legal services – We have also partnered with leading law firms / legal experts to provide you with highly personalised solutions especially relating to Will Creation, Succession Planning, Creation of Family Trusts, etc.