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Religare Macquarie Private Wealth’s (RMPW) value proposition, at
its core, is an advisory-led approach. And one of the key strengths is
its research-backed, best-of-breed investment solutions, provided
through an open architecture platform. We challenge the norms, and
our fundamentals are based on knowledge and understanding that
Indian investors are more sophisticated and have complex needs. Our
‘Knowledge in Action’ mantra ensures we leverage expert knowledge
in order to make sound investment decisions, based on not just the
prevailing conditions, but on dynamic conditions too. In other words,
our ability to think on our feet, ensures our approach is proactive and
holistic. This is possible because we have brought together highly
skilled experts and strong stakeholders - Religare Enterprises Ltd. and
Macquarie Group. We provide a paradigm shift for our customers and
aim to become the industry leader in Wealth Management.
Anton Chekhov - Russian storywriter, playwright and physician
“Knowledge is of no use unless you can put it into practice.”
Our Knowledge In Action mantra breaks down the world of investment complexities into a world of opportunities
Religare Macquarie Private Wealth (RMPW) is a joint venture of
two strong financial institutions-Religare and Macquarie. Religare is
synonymous with incisive business acumen and strategic initiatives.
While Macquarie has a fine heritage of product innovation and
investment finesse; Macquarie, brings its integrated business model
based on decades of expertise, while Religare carries its established
client base, distribution network and local market insights. When the
two combine, what emerges are innovative solutions and a disciplined
approach towards managing, preserving and building the wealth of the
Indian HNIs.
Religare is a leading emerging-markets financial services group, with a
presence across Asia, Africa, Middle East, Europe and the Americas. In
India, Religare’s largest market, the group offers a wide array of products
and services, including securities broking, insurance, asset management,
lending solutions, investment banking and wealth management. With
10,000 plus employees across multiple geographies, Religare serves over
a million clients, including corporates and institutions, high net worth
families and individuals, and retail investors.
Macquarie Group is a diversified international provider of banking,
financial, advisory and investment services, headquartered in Sydney-
Australia. Macquarie has grown substantially, since its establishment
in Australia in 1969, and has reported successive years of record profits
and growth since 1992. Since then, it has evolved from an Australian
institution to a truly global institution. In Australia and New Zealand,
Macquarie is a market leader in investment and financial services. In
Asia, Macquarie offers a full range of investment, financial market and
advisory products and services. In Europe, the Middle East, Africa and
the Americas, Macquarie focuses on niche opportunities to deliver value
to clients.
Offering value through our Client Servicing Model:To meet the customised needs of our clients, RMPW
provides a dedicated team of wealth experts, headed by
a highly experienced Wealth Advisor.
Wealth Advisor (WA):Your primary point of contact will be your RMPW Wealth Advisor. The
WA is responsible for personalising our scientific approach to wealth
management, in a way that meets your investment goals and matches
your investment solutions to your risk appetite.
Investment Advisor:You will have access to an Investment Advisor who will help you
preserve, grow and manage your wealth. He/she will assist the WA in
providing you with holistic solutions through our advisory process, and
will review your Investment Portfolio, strategically and proactively.
Service Manager:The Service Manager will provide you with all other support and will help
answer any service queries, to ensure your experience with RMPW is
unique and rewarding.
At Religare Macquarie,we offer value through ourunique Client Servicing Model
Stephen Covey - American Author and Professor
“When someone seeks your advice, he is seeking your perspective on life, your sense of balance, your understanding of how the various parts and principles apply and relate to each other. He is seeking your assurance, judgement, discernment, comprehension, your gestalt or oneness, and sense of integrated wholeness”.
We understand Advice
At RMPW, we keep an alert eye on individual portfolios, our ears to the
ground for anything that has potential and think on our feet to extract
the best out of dynamic conditions. Backed by our methodical processes
and disciplined approach, we make a conscious effort to look at the
world from your point of view, to understand your needs and to put your
interests first.
An advisory platform based on a holistic and dynamic perspective
Advisory model:We adopt a unique model for advisory.
The PGA (Protection, Growth and Aspiration) model allocates
your wealth into three distinct categories, depending on your
personal financial risk profile:
•Protection - investments that carry the least risk to capital and are
very liquid
•Growth - investments that are actively managed and aimed to
outperform benchmarks for those asset classes
•Aspiration - high-risk, high-return investments, where capital may be
at risk. However, the potential return can be quite high.
Product selection:Selecting the right product is the key to building a good portfolio. Our
product selection process:
•aimstodeliverbestofbreedproductsineachcategory
•isthoroughlyresearchedagainstourstrictcriteria
•ensuresthateachproductisapprovedbyourInvestmentCommittee
before it is offered to you
Our unique advisory philosophy
Technology is a vital enabler in every stage of the investment process.
We have invested in state-of-the-art technology to bring speed,
simplicity and efficiency to our operations and to provide you with
anytime - anywhere, access to your investments. You can view your
current holdings and transactions processed on all investments,
including Mutual Funds, Portfolio Management Service, Global
Investment Service, Venture Capital Funds, Structured Products and
Fixed Income. You also have online access to research reports and other
periodic publications by our research team. Customer confidentiality and
privacy is of utmost importance to us and we manage our systems to
ensure that important client information remains secure and available,
only to those who are designated access to or service your account.
Technology that helps you leverage our knowledge
Disclaimer:This document is prepared by Religare Macquarie Wealth Management Limited (RMWML). RMWML provides its wealth management services under the brand name Religare Macquarie Private Wealth (RMPW). RMWML is registered with third party service providers and Issuers for distribution of products and services. For any further information on services provided by RMWML kindly visit our website www.religaremacquarie.com.
All content/information present here is the exclusive property of RMWML. The content/information contained here is correct at the time of publishing. No material from here may be copied, modified, reproduced, republished, uploaded, transmitted, posted or distributed in any form without prior written permission from RMWML. Unauthorised use of the content/information appearing here may violate applicable laws and policies, and could result in criminal or civil penalties.
CORPORATE OFFICE: 4th Floor, “Sunteck Centre”, 37-40, Subhash Road, Vile Parle (East), Mumbai - 400 057. Telephone: +91 42184500 Fax: 022 - 42184555
REGISTERED OFFICE: 1st Floor, GYS Saket; D-3 Saket District Centre, New Delhi - 110 017 Telephone: +91 11 39125000 Fax: +91 11 39126575
BRANCH OFFICES: MUMBAI: 4th Floor, “Sunteck Centre”, 37-40, Subhash Road, Vile Parle (East), Mumbai - 400 057. Telephone: 022 - 42184500 Fax: 022 - 42184555
HYDERABAD First Floor, Ozone Complex, H.No.6-3-699, Panjagutta, Hyderabad - 500082 Telephone: +91 40 40305299 Fax: +91 40 40305230
BANGALORE 3rd Floor, “The Residency”, Residency Road, Bangalore – 560 025 Telephone: + 91 80 42948900 Fax: +91 80 42948999
PUNE 7th Floor, Vascon Matrix, Wakdewadi, Shivaji Nagar, Pune - 411005 Telephone: +91 20 4015 9400 Fax: +91 20 4015 9435
AHMEDABAD Sheetal Varsha -III, First Floor, Opp. Maruti Showroom, Vijay Char Rasta, Navrangpura, Ahmedabad, Gujarat - 380 009.
SURAT 4th Floor , Geetprabha Complex, B/s Kadiwala School, Ring Road, Surat - 395002
KOLKATA Premises No. 41, Mezzanine floor, Kanak Building, Chowringhee Road, Kolkata – 700071, West Bengal Telephone: +91 33 44022100 Fax: +91 33 44022101
CHENNAI “The Oval”, 5th floor, Office # 10 & 12, Venkatnarayanan Road, T. Nagar, Chennai - 600017 Telephone: +91 44 45962600 Fax: +91 44 45962629
DELHI 1st Floor, GYS Saket; D-3 Saket District Centre, New Delhi - 110 017 Telephone: +91 11 39125000 Fax: +91 11 39126575
GOA Shop No.1 and 2, Vasant Arcade, Comba, Madgaon, Goa - 403601 Telephone: +91 832 2705088
VISAKHAPATNAM Unit No. 3&4, The Land Mark Building, Waltair Uplands, Travellers Bunglow Road, Visakhapatnam – 530003.
BHUBANESWAR 24 Janpath, Bapuji Nagar, Bhubaneswar, Orissa – 751009 Telephone: +91 674 2374500
To know more, do get in touch with your Wealth Advisor or SMS us at 58888. Alternatively, you can mail us at [email protected] or call us on our Toll Free number 1800 102 6898.