Legacy boasts of a strong foundation laid down by two of the most credible names in the business community, Mr. Sudhakar R Rao and Mr. Prabhakar Ragavendra. Together, they’ve scripted the success stories of Sievert Group of Companies, as well as the Gemini Group.

With 30 years of leadership experience in Oil & Gas & Energy sectors across the Middle East and India, as well as Real Estate Development in the Middle East, these two bring a wealth of knowledge to the table, as our mentors and promoters. Their strong business values and an unwavering sense of ethics are our guiding principles, and it is portrayed in the way we work.

Leadership Team

Sudhakar Rao

Chairman

Visionary entrepreneur, business icon, founder and Managing Director of the Gemini Group, Sudhakar Rao has a history of successful ventures that have redefined industries. Renowned for his investment acumen, Sudhakar Rao’s leadership inspires trust and underscores the extensive real world experience and keen strategic insight, at the heart of Legacy.

Prabhakar Ragavendra

Managing Director

Prabhakar Rao’s diverse skillset, and multi-disciplinary understanding of market forces, defines Legacy’s holistic approach towards wealth creation. With a leadership style that combines rigorous analytics and discerning foresight in equal measure, Prabhakar Rao is an acknowledged authority in wealth creation.

Anshuel Mohan

Senior Partner

Anshuel has obtained an MBA from the University of Hartford, USA in 2003. He has honed his skills over the last 15 years with Anand Rathi Private Wealth, ICICI Bank (Private Banking), HSBC Bank and Worlwide Wealth Group, Wall St, New York. His strength lies in his commitment to easing the lives of his always-busy clients by making their financial goals his own. Goal based investments, tactical asset allocation & retirement planning strategies are his area of expertise.

Shridhar

Associate

Shridhar has industry experience across Investment Management, Equity analysis, and Private Equity. As an Associate, his focus has been on interpreting beyond numbers and joining the dots to understand the macro perspective. He has been a part of Legacy since the firm’s inception. He is a part of the internal investment committee, research along with the product & advisory team. He develops the macro and micro-frameworks that paves the way for the right tactical and strategic asset allocation for our clients. He has done his Master’s in Finance from Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai with a Bachelor’s in Management Studies from Sydenham college of commerce and economics, Mumbai.

Team

Anshuel Mohan

Senior Partner

Balasubramanium C Shastri

Broking Head

Our approach is to manoeuvre your path to prosperity by being proactive, able to contemplate clearly and make beneficial decisions.

We simplify wealth services for you – Our approach is to provide with a goal to minimize risks and maximise profitability.

360° financial
services

From asset allocation, maintaining asset registers to tax planning, liquidity management,  advisory and offshore assets.

We tailor bespoke financial products and investment portfolios to suit your specific, individual needs.

Independent &
unbiased approach

Our unbiased approach helps us to focus solely on optimizing your gains by diversifying into opportune investments and products. As seasoned wealth experts, we recognize that no single investment house has a monopoly on investment expertise.

So, we carefully select the best external analysts and financial advisors with an outstanding track record across investment markets to manage your funds.

Timely
Insight

Our extended partner network possesses in-depth knowledge of today’s financial world and sensitivity to future trends. This helps us suggest timely and impactful solutions, allowing your wealth portfolio to benefit from market opportunities.

This ensures in retaining the core values of your family business while also reaping benefits of investment advice to also reaping support from specialists.

Commitment

A Stronger Commitment and Long-term Vision.

At Legacy, our core asset is our long-term relationships based on trust. And this trust stems from our strong work ethic, diligence, integrity and transparency in our dealings with our clients. We are there with you at every step of your wealth creation journey – as guardians, working hard to preserve your wealth; and as nurturers, wholeheartedly shaping your legacy. To this end, we’ve charted out the trajectory of our long-term relationship.

Some milestones in this journey include:

Goal setting

The process of setting goals is an exercise that give clients incredible insight into themselves and things they value. Clients can see their aspirations take shape to specific intentions & plan a strategy to realize the goals through execution & monitoring.

Setting S.M.A.R.T goals will help him distinguish real wants and needs from daydreams

Existing portfolio diagnostics

We understand the complex financial needs of UHNIs Clients and we offer them exclusive products
and services that can meet their requirements

Portfolio creation

We start by preparing your investment mandate, followed by the construction of your portfolio. Our aggregated financial services ensure seamless execution, review and monitoring of your investments.

Review

Reviewing the performance of the investments made is as critical as making those investments. Thus, our team of specialists chalks out a systematic calendar to review asset allocations, portfolio performance, risk control metrics and leakage points.

Reporting

Keeping you in the know is one of our foremost priorities. That’s why, every step of your journey with us is recorded and reported in a comprehensive yet simplified format – be it asset registers, portfolio updates or review reports.

Tech enabled

All these stages of our relationships with you are simplified through technology enabled accessibility.

We understand that as wealth professionals of your family, we only need to lay the best plans and so we employ our best skills to do that. Integrity and Compassion is our motto when it comes to being family officers.

Our services include:

Asset Allocation

Estate Planning

Real time monitoring & reporting

As financial experts, we offer bespoke product platform to offer customized solutions.

Equity Platform

  • Equity IPOs (Initial Public Offerings)
  • Direct Equities ETF (Exchange Traded Funds)
  • Mutual Fund
  • Equity PMS (Portfolio Management Services)
  • AIF (Alternative Investment Funds)
  • Managed Account

Fixed Income Platform

  • Primary & Secondary Market Bonds
  • Debt PMS (Portfolio Management Services) & AIF (Alternative Investment Funds)
  • NCDs (Non-Convertible Debentures)

Alternatives

  • Long Short Strategies (Alternative Investment Fund)
  • MLD (Market Linked Debentures)
  • Private Equity

As investment captains, we have you backed.

We help align your corporate decisions with your long-term vision.

Our team is dedicated to providing coherent strategic advice and financing solutions to corporate clients. We amalgamate global expertise with local knowledge so we can give encyclopedic perspectives about

Liquidity
management

Fund
raising

Investment
solutions

Balance
transfer

Scouting opportunities
for LAPs / LAS

Housing Loans /
Commercial property loans

Come and dance on our floor. Take a step that is new. We've a loveable space that needs your face threes company too. Makin' your way in the world today takes everything you've got. Takin' a break from all your worries sure would help a lot. Why do we always guess well never know.

Hendry berg

Come and dance on our floor. Take a step that is new. We've a loveable space that needs your face threes company too. Makin' your way in the world today takes everything you've got. Takin' a break from all your worries sure would help a lot. Why do we always guess well never know.

Hendry berg

Come and dance on our floor. Take a step that is new. We've a loveable space that needs your face threes company too. Makin' your way in the world today takes everything you've got. Takin' a break from all your worries sure would help a lot. Why do we always guess well never know.

Hendry berg

Come and dance on our floor. Take a step that is new. We've a loveable space that needs your face threes company too. Makin' your way in the world today takes everything you've got. Takin' a break from all your worries sure would help a lot. Why do we always guess well never know.

Hendry berg