Planning, Structuring, and Managing Your Wealth
For Individuals
Investment Advisory
Ideal for Individuals who’re starting fresh or already have an investment portfolio that requires a professional review.
Estate Plan & Wealth Transfer
A comprehensive estate planning route can avoid wealth getting wasted, passing on to unintended beneficiaries or entanglement for legal battles.
Charity
Our personalized charity assistance service, guiding individuals to make impactful contributions tailored to their passions and values.
₹68 Cr
Assets Under Advisory
as of September 30, 2023
₹2 Cr
Invested alongside clients
as of September 30, 2023
₹4 Cr
Committed to impact and ESG strategies
as of September 30, 2023
Dynamic partnerships
We work in proactive partnership with our clients and business partners, adapting and evolving to meet their needs and capture the best opportunities. With every client and business partner, our goal is to offer bespoke solutions and strategies, implemented with precision and excellence.
What we do
Moonbow combines the broad offering of a large firm with the focused attention of a boutique. This gives us a powerful capacity for agility, responsiveness and resourcefulness.
The Moonbow ecosystem
We are better connected at Moonbow to each other, to the world around us and to our clients.
Apart from our internal resources, we partner with some of the best domain expertes in the industry to insure that your specific requirements are met.
Every service we offer is underpinned by our extended network, opening the way for clients to access advice, solution and investment opportunities across different asset classes. And once we devise a plan for you, we solve how it can last for generations to come.
For Family Business
Wealth Management
Ideal for family owned businesses who’re starting with 50-100 Cr of Initial Investment.
Succession
Preserving family legacy for future generations and successfully transition ownership, leadership and management of your business and family’s assets to your successors.
Philanthropy
Solving for the complexity of giving. Translating your charitable ambitions into an impactful philanthropic strategy