Our unique “Platform Solution” driven by the trifecta of

Welcome to Infinity - Nuvama’s unique “Platform Solution” driven by the trifecta of:

Portfolio,Not Products

Institution,Not Individuals

Efficiency,Not Emotions

The Pillars of our Investment Approach

At Infinity, our investment philosophy is built on four key pillars. All of our recommendations and decisions are informed by

ComprehensiveInvestment Approach

Our team of investment experts create and manage a diversified portfolio across multiple asset classes, tailored to meet your unique needs and goals.

MaximisingOpportunities

Our approach enables us to quickly respond and adapt to evolving investment trends and capture fleeting opportunities, providing you with the potential for higher returns.

Our coreinvestment principles

Bespoke Investment Solutions

We evaluate your Financial goals, cash flows requirements and Risk tolerance to design a customised investment plan.

Astute Asset Allocation

Our strategic selection of assets is designed to optimise the returns based on your goals, risk profile, and market conditions.

Nonconformity can be Profitable

We will always believe in facts and not in rumors/market noise.

Prudent Risk Management

We manage risk through diversification, portfolio rebalancing, and active monitoring of market dynamics.

Cost Conscious Approach

We always prefer cost efficient modes of investments.

Let’s defineyour family’s investment policy

At Nuvama Infinity, we help create an Investment Policy Statement to serve as a guide to your family’s investments. This statement considers your family’s unique needs and objectives, and sets clear guidelines and benchmarks to help you make informed investment decisions.

Family Considerations

  • Define how your investments will be structured and taxed
  • Outline any specific needs or objectives such as philanthropy, asset transmission, and liquidity events

Investment Principles and Objectives

  • Define your portfolio objectives and risk tolerance
  • Specify your asset allocation, returns goals, lliquidity needs, and cash flow needs
  • Set guidelines and restrictions such as manager restrictions, market caps, and credit exposure

Risk Metrics

  • Establish guidelines for concentration, liquidity, credit quality, and volatility
  • Specify conditions that trigger hedging, correction, and re-balancing of asset classes and products

At Nuvama Infinity, we help create an Investment Policy Statement to serve as a guide to your family’s investments. This statement considers your family’s unique needs and objectives, and sets clear guidelines and benchmarks to help you make informed investment decisions.

Institution - Not Individuals

At Nuvama Infinity, we ensure an unbiased approach to asset allocation by institutionalising the Global Investment Advisory Committee (GIAC). This team of asset class experts meet regularly to assess market conditions and make buy and sell decisions.

There’s absolutely no compromise on transparency and objectivity when it comes to managing your investments.

Here's how we approachAsset Allocation:

Fixed Income

We evaluate indicators and trends such as Absolute G Sec Yields, Spreads, US Fed 10 Year vs. INR 10 Year, GDP growth, and Inflation.

Equity

We consider Price to Earnings (PE), Price to Book (PB), Yield Gap, Market Cap to GDP, and Earnings Momentum.

Alternative

We constantly scout for opportunities in non-conventional asset classes with objective of reducing volatility, augmenting yield and aligning them with stated portfolio objectives.

Here's how we approachAsset Allocation:

Portfolio - Not Products

We're all about putting your goals first. That's why our investment strategy is focused solely on your portfolio objectives, without any bias towards specific products.

With Nuvama Infinity, you can trust that your investments are tailored to your needs. Let’s work together to build a portfolio that's designed right only for you!

What we offer

I-Asset

Multi-asset solutions tailored to different risk profiles, with portfolio options categorised as growth, balanced, and conservative. We curate portfolios made up of stocks, bonds, ETFs, REITs, Invits, units of mutual funds, and any other permitted security.

I-MF

Diversified MF solutions focus on investments in mutual funds and ETFs only, catering to different risk categories.

I-Equity

A 100% equity stock portfolio consists of high-quality companies with consistent earnings growth, profitability, market leadership, and high standards of corporate governance.

With Nuvama Infinity Mandate, you always have 24x7 access to your portfolio, along with best-in-class portfolio analytics to help you track your investments.

With Nuvama Infinity Mandate, you always have 24x7 access to your portfolio, along with best-in-class portfolio analytics to help you track your investments

Here to help, protect and grow your wealth

At Nuvama Infinity, we proactively monitor and work to mitigate all types of potential risks to your investments

Macroeconomic Risks : Risks that Impact the Economy

Our Approach
  • Strategic and Tactical Allocation based on rigorously back-tested model portfolios
  • Regular “when to sell” calls to avoid market downturns

Micro Risks: Security Issuer, Credit, Governance, and Portfolio Manager Risks

Our Approach
  • Extensive Research Coverage and Analysis
  • Early Warning Signals through Issuer and Security Monitoring
  • Manager Interaction and Market Information Utilisation

Portfolio Level Risks: Allocation, Liquidity, Credit Quality, Market Cap, and Volatility

Our Approach
  • Diligent Asset Allocation based on Client Objectives and Risk Tolerance
  • Adherence to Guidelines in the Investment Policy Statement (IPS)
  • Advice on Hedging Strategies to Mitigate Risks
  • Focus on High-Quality, Liquid, and Diversified Investments
  • Regular Risk Analysis and Monitoring to Adapt to Changing Market Conditions

Meet Our Team

Our leadership brings 350+ years of combined financial domain and wealth management advisory experience

IMPORTANT LINKS

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Amit Saxena

Managing Director & Market Head - North

Amit Saxena, a highly accomplished professional, currently holds the position of Executive Director at Nuvama Private. With a long-standing association with the firm since 2013, Amit has played a pivotal role in establishing and scaling up the Private Wealth business.

With over 20+ years of experience, Amit is a seasoned veteran in the Wealth Management industry. Prior to joining our team, he held key positions at esteemed institutions including Bank Sarasin, DSP Merrill Lynch, and Standard Chartered Bank, where he made significant contributions to their Wealth Management divisions.

Based in Delhi, Amit continues to make noteworthy contributions to the field of Wealth Management, leveraging his extensive expertise and industry insights.

Amit holds a commerce degree and is a qualified Cost Accountant from ACWA. He further enriched his qualifications by earning a Master’s degree in Business Administration from Symbiosis, Pune. These educational achievements reflect his commitment to continuous learning and professional development. His contributions and leadership at Nuvama Private have been instrumental in the firm’s growth and success.

Priyanshu Gaurav

Executive Director & Market Head - West 2

Priyanshu Gaurav, a highly experienced Private Banker, brings a wealth of strategic and innovative thinking to Nuvama Private. With an impressive tenure of over 21 years in the industry, Priyanshu possesses a deep understanding of financial markets and has spearheaded the expansion of operations across Maharashtra and Goa (excluding Mumbai) in just 4 years. With a keen eye for emerging trends and a relentless pursuit of excellence, Priyanshu Gaurav continues to make a significant impact in his role at Nuvama Private. His leadership and expertise serve as invaluable assets in driving sustainable growth and success for the organization.

Before joining Nuvama, Priyanshu spent over 14 years with HDFC Private Banking, where he played a pivotal role in elevating the Private Banking vertical to new heights of leadership. In recognition of his achievements, he was honored with the prestigious “Wealth Manager of the Year (Individual) 2023” award by Economic Times Ascent.

Priyanshu holds a Master’s Program in International Business from the esteemed Symbiosis Institute of International Business in Pune. Beyond his professional endeavours, he is driven by a passion for spirituality and philanthropy. He firmly believes in giving back to society and making a positive impact on the lives of the underprivileged, particularly in the realms of children’s education and healthcare.

Saurabh Rungta

Senior Managing Partner & CIO

Saurabh Rungta serves as the Senior Managing Partner and Chief Investment Officer (CIO) at Nuvama Private. As the CIO, Saurabh leads a team of professionals responsible for various investment decisions, including product due diligence, portfolio advisory, asset allocation, risk management, publishing investment communications, and ensuring compliance with regulatory requirements.

With nearly two decades of experience in trading and investment across multiple asset classes in both Indian and offshore markets, Saurabh brings a wealth of expertise to his role. Prior to joining Nuvama Private in October 2018, he held the position of Head of Products at Kotak Wealth Management. Before that, he spent over two years as the Head of International Products at IIFL Wealth Management, where he played a key role in establishing their international investment platform. Saurabh also gained valuable experience during his tenure at ICICI Group and Citi Group.

Throughout his career, Saurabh has provided valuable guidance to multiple Ultra High Net Worth Individuals (UHNIs) and their families. His expertise encompasses market outlook, portfolio positioning, asset allocation, and investment strategies for international assets.

Saurabh Rungta’s extensive experience and deep understanding of the investment landscape make him an invaluable asset to Nuvama Private. His leadership and guidance in investment decisions contribute to the firm’s success in providing exceptional wealth management services to its clients.

Sandeep Chakraborti

Managing Director & Market Head - South & East

Sandeep Chakraborti is an experienced professional who has been serving as the Sr. Managing Partner & Market Head – South & East at Nuvama Private since October 2017.

Sandeep embarked on his career journey with ICICI Bank Ltd and has amassed an impressive 20 years of relevant work experience with a remarkable tenure of over 11 years at Kotak Wealth. He brings a wealth of expertise to his current role and leverages his extensive experience and qualifications to provide exceptional financial guidance and tailored solutions to clients. His strategic insights and deep understanding of the industry make him an invaluable asset in the realm of private wealth management.

He holds a Master of Business Administration degree from IIM – Bangalore, displaying his commitment to continuous learning and personal development.

Alok Saigal

President & Head, Nuvama Private

Alok Saigal, the President and Head of Nuvama Private, has been an integral part of the firm since 2014. With his visionary leadership, Alok has played a pivotal role in the transformation and expansion of the wealth business. He founded the Family office practice, introducing Wealth Structuring and Estate Planning services tailored for Ultra High Net Worth Individuals (UHNIs). His innovative approach and expertise have greatly benefited the firm’s discerning clientele.

In addition to his accomplishments in the wealth management space, Alok also oversaw the Products and Investment Advisory functions for a commendable four-year period. His strategic insights and deep understanding of the market have contributed to the firm’s success in providing exceptional investment guidance and tailored product offerings.

Alok Saigal’s long-standing association with Nuvama Private, coupled with his trailblazing initiatives and leadership, have solidified his position as a respected figure in the industry. His unwavering commitment to excellence and continuous drive for innovation make him a true asset to the organization.

Alok has over 25 years of work experience and holds a Master’s degree in Economics from the Delhi School of Economics, Delhi University. Prior to joining us, Alok was associated with Darashaw. He set up and anchored the company’s business in Singapore with focus on Wealth Management & Strategic Initiatives. Post this global exposure, he spearheaded the Investment Management and Private Client platform at Darashaw in Mumbai. He has also been associated with HDFC Bank where he looked after Funding & Banking Solutions for Large Indian Corporates & MNCs as part of the corporate banking group.