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Burgundy Wealth Management
Mechanics of Managing your wealth
Our Products

WEALTH MANAGEMENT - BURGUNDY BANKING

At Burgundy, you’ll enjoy the highly personalised, expertise-driven approach of an investment house, with the stability and execution abilities of one of India’s largest private sector banks. You will be supported by the entire Axis franchise and have access to a wide array of investment instruments. We live by a maxim; there is no such thing as a right solution, there are only solutions that are right for you.

WEALTH IN THE HANDS OF EXPERTS

Our best-in-class products and solutions are carefully selected by Burgundy’s in-house research team, a formidable panel of economists, equity researchers and product experts. who will analyse your assets and portfolio, take into consideration the prevalent market conditions, and then recommend solutions that optimise your wealth journey.

AXIS FRANCHISE

MECHANICS OF MANAGING YOUR WEALTH

We take a disciplined approach to help you build and manage your portfolio, keeping in mind your wealth goals and the prevalent market conditions, to curate solutions that optimize your wealth journey.

Annalise & Allocate

By taking a 360° view of your financial goals & risk tolerance, we try and understand your requirements to curate solutions suitable for you.

Devise & Deliver

Our wealth managernent experts will assist you in creating a personalized and diversified portfolio in line with the requirements and investment strategy.

Review & Rebalance

We also review your portfolio regularly to help adapt the same in line with your changing requirements and any market specefic developments.

YOUR WEALTH, YOUR WAY

Our open architecture platform provides you a wide spectrum of products across asset classes – each carefully selected after an exhaustive research and due diligence. Further, the range of products allows you the flexibility to let your investments be managed by professional investment managers or get involved in the decision making yourself.

OUR PRODUCTS

Term Deposits
Mutual funds
Bonds & Debentures
Equity Brokerage (Axis Direct)
NRI Pro Deposits*
Discretionary Portfolio Management
Life Insurance
Alternate Investment Funds
Sovereign Gold Bonds
Non-discretionary Portfolio Management
General Insurance

Only for NRIs*

Apply now to experience the Burgundy advantage

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