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At Burgundy Private, we understand that your financial requirements are as unique and personal as your journey and ambitions.
Whether you’re charting out your new business or steering your family enterprise into the next generation, your dedicated Burgundy Private Partner works closely with our in-house experts, trusted advisors and global partners to create personalised wealth solutions that help to achieve your financial goals. This involves a thorough understanding of your risk profile, and evaluating products across the market – not just ours – to identify those best suited to your specific needs.
Our proprietary portfolio intelligence tool constantly analyses performance, market movements and risk metrics to enable real time, data-led decisions.
With market insight and a relationship-led approach, we help you grow, protect, and transition your wealth — with clarity and confidence.
Equity Solutions
Core, Alternatives & Beyond
With Burgundy Private, you gain access to a wide suite of equity opportunities designed to grow your wealth. By leveraging long-term growth themes, sectoral insights and differentiated strategies across the Axis Group, we connect you with ideas beyond the mainstream.
At Burgundy Private, we offer a wide spectrum of exclusive equity opportunities
designed to enhance
returns and diversify your portfolio. By leveraging long-term
growth themes, sectoral insights, and
differentiated strategies across One Axis Group
and other industry partners, we connect you with ideas
beyond the mainstream.
In-house Expertise
Our equity specialists’ partner with you to curate portfolios that are rooted in well-defined risk management practices and aligned with your goals. We work with you as a true partner –helping you stay ahead of the curve with in-depth research and sharp market intelligence. We continuously monitor your portfolio, share regular insights, and rebalance it in line with market dynamics.
Power of Axis Select Mutual Funds
Through Axis Select Mutual Funds, you gain access to a curated set of equity funds, shortlisted basis strong fundamentals, consistent performance, suitability across risk profiles, and exposure to both emerging and developed markets.
Tailored Alternatives
For investors seeking tailored solutions, we offer alternate equity strategies such as Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs), managed by reputed investment houses. PMS delivers a customized and actively managed portfolio, while AIF will open access to an array of non-traditional asset classes such as private equity, venture capital, hedge funds, and real estate.
Strategic Expert Advisory
Should you choose to transact in direct equities within India or internationally, our expert advisors at Axis Securities will partner seamlessly with your team to achieve your financial goals.
Fixed Income Solutions
For Growth & Stability
At Burgundy Private, our portfolio strategy of diverse solutions offers stability, low-risk and consistent returns to optimise results for our clients.
Fixed Income Across the Spectrum
We offer a curated range of fixed income instruments that not provide stability, but also preserve capital and deliver consistent returns. Our offering includes traditional products such as Fixed Deposits, Floating Rate Bonds (FRBs), and government-backed options such as the NPS and PPF, to more sophisticated strategies; our solutions are tailored to your investment profile.
Tap into the evolving fixed income landscape with emerging opportunities across securitized assets, asset- and mortgage-backed securities, working capital solutions, private real estate, and infrastructure debt.
Curated Axis Select Mutual Funds
You can also choose from the Axis Select List of Mutual Funds — a curated selection of top-performing debt and hybrid funds, aligned with your risk profile and return expectations.
Tailored Bond Solutions
For investors seeking bespoke strategies, we also offer direct bond opportunities that are sourced by our senior credit experts, focusing on attractive risk-adjusted returns with capital protection.
Beyond Traditional Debt
We provide a wide range of structured debt solutions including Venture Debt AIFs, Structured/Performing Credit AIFs, Real Estate Credit AIFs, REITs and InvITs, all rigorously vetted for quality, timing, and suitability.
Expanding Your Portfolio
Diversification Beyond the Core
Going beyond traditional investment products with our curated suite of alternative solutions designed to offer diverse avenues for portfolio growth.
Unlisted Shares (Domestic & Offshore)
Gain early access to high-potential companies before they go public through curated pre-IPO opportunities from Axis Group. Ideal for forward-thinking investors who are seeking strategic exposure to emerging businesses.
Market Linked Debentures (MLDs)
Enhance diversification with market-linked debentures that combine the stability of debt with the potential upside of equity, along with structured capital protection.
Specialised Investment Funds (SIFs)
Opt for SIFs across equity, hybrid, and fixed income strategies. You get the simplicity of mutual funds with the customisation benefits of AIFs.
Global Investment Access via GIFT City
Tap into international investment opportunities backed by robust research, prudent asset allocation, and a well-regulated financial ecosystem with Axis Bank’s GIFT City branch.
Estate Planning
Safeguard your legacy and plan both your financial and non-financial assets with precision and care. We support you every step of the way - from will creation to trust administration.
Credit Strategy Integration
Seize opportunities while staying financially agile by integrating our tailored credit solutions into your wealth plan.
Real Estate Solutions
Leverage our trusted partnerships across premium residential and commercial properties, to support strategic real estate investments.
