Menu
The Power of One brings together unparalleled access to the Axis
Strategic
Partnership Network unlocking their expertise across estate and legacy
planning,
protection, philanthropy, tax and regulatory guidance.
Combined with our wealth expertise and deep insights we create
hyper-customised
strategies for you to achieve your financial goals.
Burgundy Private offers a single touchpoint to access services across Axis
Group
and strategic partners of Axis.
Estate Planning & Trusteeship Services
We understand the complexities of passing wealth down generations – particularly in the age of global citizenship.
Your Burgundy Private Partner will work with our preferred estate planning experts and navigate all the intricacies and eventualities. They will leverage their extensive knowledge of cross-border laws, and the tools available for ring-fencing assets to craft perfect solutions.
When it comes to protecting your legacy, we will leave no stone unturned. Burgundy Private Estate Planning Services are offered through Axis Trustee, a 100% subsidiary of Axis Bank and our external partners.
Real Estate Advisory
We offer real estate advisory through our external partners
Valuation
Provide property valuations to determine fair market value, which is crucial
for
transactions and
asset management.
Transaction Advisory
Assist clients with real estate transactions, from due diligence to negotiation
and
closing,
ensuring a smooth and successful process.
Lease Advisory
Provide expertise in negotiating and managing leases, ensuring favorable
terms
for clients.
Financing and Debt Advisory
Advise clients to secure financing for real estate projects, including
structuring
debt and finding
suitable lenders.
Strategic Planning
The development and implementation of real estate strategies that align with
our
clients' business
objectives.
Offshore Investment Solutions
Investing across geographies requires specialized expertise. Through our strategic partner, we provide access to global investment opportunities and help you navigate the complexities of investing in international jurisdictions.
The Axis IBU at GIFT City offers a comprehensive suite of services designed for global customers, including digital FD proposition for NRIs, online banking solutions for non-residential retail as well as corporate clients and dedicated relationship managers to provide personalized support.
Backed by Axis Bank’s focus on digitization, these services ensure
seamless
and efficient cross-border banking for NRI clients.
Investment Advisory (RIA Services)
Collaborating with the Axis Securities advisory team* of senior
portfolio advisors
and analysts, we
identify bespoke investment solutions
tailored to your unique needs.
The advisory team will do a thorough analysis of your risk profile and
a
comprehensive study of all
market products. Not just ours to pinpoint those that
perfectly align with
your
specific
requirements. They will effectively leverage the
resources of Axis Group to
achieve your financial
goals.
*Offered by Axis Securities Limited
Family Office Solutions
Your Burgundy Private Partner will work with our family office team to craft solutions for your family, whether they live in India or overseas. Our solutions are the results of a keen awareness of your family’s assets and liabilities, and your business goals and personal needs. It is this ability to see the complete picture that allows us to offer holistic solutions.
Insurance and Protection
At Burgundy Private, we understand that true wealth is not just about accumulation—it’s about protection and continuity. Through our strategic insurance partnerships, we deliver unparalleled risk management solutions tailored to your unique needs. Our offerings go far beyond standard coverage. We design bespoke protection strategies to safeguard your wealth, family, and legacy against unforeseen risks—whether it’s life, legacy planning, or ensuring a lifetime of income security.
With Burgundy Private, protection becomes an integral pillar of your wealth strategy, providing resilience, continuity, and confidence for generations to come.
Tax and Regulatory Advisory
Our strategic partners give you access to tax consultants offering
connected
services across all tax
disciplines: international tax, transaction tax and
tax-related issues associated
with people,
compliance and reporting to advise and
guide you to achieve your goals in an era
of
rapid regulatory
change.
We also offer FEMA advisory.
Philanthropy
We understand that every family has a unique approach towards giving
that
reflects their vision for
a better tomorrow and creating a meaningful
and sustainable philanthropic legacy.
We guide and support your drive to create positive change through
our
partnership with Axis Foundation with over 100 NGOs - foundations and
trusts
that work on making an
impact across education, health, sustainable
livelihoods, inclusive
development,
sports, water and
sanitation.
