Dedicated to Individuals and Institutions Alike
01
HNIs & BUSINESS LEADERS
As a high-net-worth individual, you seek personalized, transparent and effective wealth management. If you're a businessman, entrepreneur, CXO or professional with wealth over $1M, Claritas helps you achieve a clear, coherent wealth plan.
02
FAMILY OFFICES
Family offices require specialized care to manage diverse assets and preserve wealth for generations. With a focus on wealth preservation, estate planning and tax optimization, we provide customized solutions that align with your family’s long-term vision.
03
CORPORATE TREASURY
At Claritas, we understand the intricacies of corporate treasury management. From liquidity management to risk mitigation, we help treasuries manage their financial complexity with precision, efficiency and clarity.
Choose the Model That
Reflects Your Vision
CURATED INVESTMENT MODEL
Create a purpose-driven portfolio, built around your unique vision.
Every recommendation is made with intent, every investment moves forward only with your full consent. Start a wealth journey that reflects precision, clarity and personalized growth.
Understand Your Wealth Journey
We take the time to learn where you are today and where you want to go.
INVESTMENT ADVISORY MODEL
Elevate your portfolio with complete insight, structure and transparency.
From product selection to cost disclosure, every move is documented, reviewed and aligned with your goals. Experience advisory engagement built for long-term wealth creation and accountability.
Expand on the Curated Model
We bring deeper accountability and a broader lens to your curated portfolio.
Boutique In Approach, Comprehensive In Scope.
WEALTH MANAGEMENT
At Claritas, we begin by understanding your life stage, aspirations, and the goals you’ve set for your wealth. We create a tailored roadmap to ensure every objective, near or long-term, is addressed with clarity, adequacy and timeliness. From tailored plans to timely execution and continuous oversight, we offer more than wealth management – we deliver comprehensive financial well-being.
Our suite of products is tailored to ensure each step of your wealth journey is fully supported.
LISTED EQUITY
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Direct Equity
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Mutual Funds
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Cat III Alternative Investment Funds (AIF)
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Portfolio Management Scheme (PMS)
FIXED INCOME
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Bonds & Debentures
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Debt Hybrid Mutual Funds
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Corporate Deposits
ALTERNATES
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Specialized Investment Fund (SIF)
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CAT I & II Alternative Investment Funds
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Private Equity
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Structured Credit Funds
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Gold/ Silver
SUCCESSION & ESTATE PLANNING
Succession and estate planning is an essential but often overlooked process in India. It helps ensure that your wealth is passed on as per your wishes, minimizing potential delays and conflicts. Claritas helps you design a comprehensive estate plan that ensures that your legacy is preserved and your family’s future remains secure.
Here’s how we can help you prepare for tomorrow:
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Creation of Will
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Setting Up of a Trust
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Nomination Registration
LOAN & SYNDICATION
When opportunities arise, access to the right capital can make all the difference. Through our loan and syndication services, we connect you with the credit solutions you need to grow. We facilitate funding that aligns with your goals, ensuring you can execute your vision without compromise.
REAL ESTATE MANAGEMENT
Real estate is a powerful asset class, and at Claritas, we see it as a key pillar in wealth. With a keen understanding of market trends and investment opportunities, we provide strategic advice and comprehensive solutions to help you navigate the real estate market and make informed investment choices.
Explore the curated real estate offerings we bring to your portfolio
PHYSICAL REAL ESTATE
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Buying & Selling
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Leasing
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Rent Discounting
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Pre-leased Assets
FINANCIAL REAL ESTATE
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Listed REITs
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SM REITs
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InVits (Listed / Private)