Misbehaving
The battle of two minds Making money from investing involves buying assets cheap and selling them above their…
Experienced and dedicated team of Partners that offers quality advise, continuity and focus on relationship
Our Services
Multi-Family Office
Asset allocation, investment management, risk management and succession planning services to ensure financial wellbeing of the family
Investment Advisory
Research driven Investment advise across asset classes to High Net worth Individuals keeping into account their investment goals, risk profile and taxation
Treasury Management
Investment advise with special emphasis on liquidity, credit and duration risk in managing Treasury Investments for Start-ups and Small & Medium sized businesses
Investment Banking
Investment Banking and Financial Advisory Services to Corporates and Institutional Investors with value accretive mindset
KEY FEATURES
MFO & Investment Advisory Solutions
Proprietary asset allocation model
Our proprietary and well-thought-out investment framework puts lot of emphasis on process driven and disciplined approach to investment advisory leading to consistent and dependable investment returns
Bias free advisory model
Our fee based model to takes away sales orientation and asset bias from the investment advise
Focused on maximising risk adjusted returns
We aim to maximise the returns for every unit of risk in the portfolio
Reasonable advisory fees
Our commitment to long term relationship and faith in our ability to sustain it gives us the confidence to offer reasonable fee structure
Holistic approach covering all asset classes
One stop solution for all financial needs gives you convenience and control
Advisory firm that puts client interest ahead of its own
You can count on us to look after your interest at all the times; without exception
Regular portfolio monitoring, review and appraisal
Regular interactions and review meetings help you to stay on top of your financial portfolio
Our Approach
Consistent and reliable
investment results
investment results
Core Team
Nilesh Borana
Founding Partner and CIO
MBA from NUS Business School, Singapore and charted accountant more than 15 years of experience in
Vidhyut Jain
Co-Founder
Chartered Accountant. 15+ years of experience in managing Single Family Office and Corporate Finance.
Lalit Wadhwa
Partner
Chartered Accountant. 19+ years of experience in Financial Services, Audit
TESTIMONIALS
What clients say about us
Athena has impeccable commitment to client service. The fiduciary nature of services really sets it apart. More power to you!
Leadership
Sony Music India
Nilesh has a very good temperament of a long term investor. I will definitely vouch for his investment management capabilities and recommend him as preferred investment adviser
Managing Director
One of Asia’s premier investment group
We started with Athena by assigning them a part of our portfolio. In less than 6 months, the partners at Athena convinced us to ramp up our exposure with them. They did this through work ethic of the highest standards, their expertise and their transparency. We would highly recommend Athena as a fiduciary to any family seeking quality support
Owner
One of India’s highly reputed Architecture Firm
Investment advise by Athena has helped me not only to achieve higher returns with much lower risk but they have taken ownership and care for judicious financial management as if it was their own money. Advisory team’s understanding of the risk and market is extremely good, in theory as well as in practice.
Leadership
Shapoorji Pallonji Group
Investor Complaints
SEBI through its circular SEBI/HO/IMD/DF1/CIR/P/2019/169 dated 27th December 2019 has directed all those registered under IA regulations 2013 to display the complaint status on their website.
Accordingly, we are displaying the same as below and will be updated on a monthly basis.
| At the beginning of the month | Received during the month | Resolved during the month | Pending at the end of the month | Reasons for pendency |
| NIL | NIL | NIL | NIL | N.A |
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