Grffin Capital Advisors

Our approach

The Essence of Who and What We are is brought to Life Through the Personalized Experiences We Deliver to Our Clients.

When you work with us, you can expect to have our undivided attention and that we will be fully dedicated in doing what’s best for you. As an independent wealth management firm, we make all of our recommendations and decisions based solely on how it best serves your near and long-term goals.

Our Core Values

TRUST : It is the foundation of every successful financial advisor/client relationship. Keeping this in mind, we are earnestly committed to earning your trust through open, direct and professional communication with our able and dedicated advisors.
SIMPLICITY : We constantly strive to provide a wholesome client centered experience. Money does not always have to be complicated. By familiarizing you with the financial markets through our unique approach we empower you to make sound financial decisions that will benefit you and your family in the future.
TRANSPARENCY: After curating a personalized strategy that befits you, we have access to the choicest investment options. Each client has our undivided attention to explain the policies with unbiased advice from our advisors to keep you actively participating in your plan through our online portal where you have constant access to all your investments and documents.

Our Process

We follow a meticulous advisory process which begins with Understanding your needs and objectives based on which we Design a unique investment plan based on the specific needs of the client. We then Propose our understanding and plan to the client and based on feedback we jointly arrive at a plan which is carefully Implemented after considering multiple factors. Once the plan is implemented we constantly Monitor the portfolio in the context of the client situation and changing market conditions. On a periodic basis we Review the portfolio with you and take course correction if required. This is then an Ongoing Process.

At Your Service

What we Offer

“We understand our client's aspirations and we are as devoted to their goal as they are.”

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Financial and wealth planning

How much is enough?

We answer this question by creating personalized and detailed wealth strategies to lay out a financial path for you.

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Investment Management

Good strategies for investements

You mean far more to us than an investment portfolio. We help you identify the most efficient strategies to help achieve your portfolio objective. We aim to build a lasting relationship with you by developing mutual trust and respect.

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Retirement Planning

Safe and secure retirement

Meet your retirement savings challenges with customized financial solutions. We can help you understand your needs and create a financial plan for whatever life may present during your golden years.

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Estate and Succession Planning

Safety of your wealth

Transferring and protecting wealth is probably more challenging than creating it and hence we help to protect and preserve the things that matter the most: Family, Legacy and Values for generations to come.

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Liquidity and Cash Flow management

Liquidity Management

Help maximize control over cash flows with an array of customized liquidity and investment solutions.

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Loans and Liquidity

Your friend in finance

Helping you overcome short term liquidity needs raising loans thereby increasing and securing your liquidity.

Key Personnels

Meet the Team of Griffin Capital Services!

Ravi Narayan is a seasoned professional who has expertise in the area of Investment Management with a special focus on Equities. He has held multiple senior positions in some of the leading Investment Management firms such as Enam Financials, Morgan Stanley and Standard Chartered Bank. Till recently he was Director-Private Banking at Standard Chartered Bank.

Having started his career 25 years ago while the Indian markets followed the ‘Out Cry’ system, he has experienced the evolution of the Indian Financial market from its nascency to its current state. Our clients benefit from the experience and learnings that have come from having witnessed multiple cycles in the Indian Financial Markets since 1994.

Ravi Narayan Co-Founder

Sharath Ganapathy is an experienced professional with expertise in Financial Planning and Investment Management. He has held multiple senior positions in some of the leading Investment Management firms such as Kotak Wealth Management, Morgan Stanley and Standard Chartered Bank. His last assignment was Director-Private Banking at Standard Chartered Bank.

He has spent over 15 years in the area of wealth management and been part of the wealth management industry since its early days. He has worked closely with clients helping them plan and manage their financials.

Sharath Ganapathy Co-Founder

Shivakumar BS is a big picture thinker with an innate ability to communicate technical concepts in a simple manner.

He has been in the industry for over 22 years specialising in equity markets. He has been with several firms like Indiabulls Securities, HSBC Securities, Religare and was also the Regional head at Edelweiss before going on to become the Vice President, Head of Equities at Griffin Capital Services.

Griffin Capital Services

Our approach

The Essence of Who and What We are is brought to Life Through the Personalized Experiences We Deliver to Our Clients.

Our Core Values

Our Process

At Your Service

What we Offer

How much is enough?

Good strategies for investements

Safe and secure retirement

Safety of your wealth

Liquidity Management

Your friend in finance

Key Personnels

Meet the Team of Griffin Capital Services!

Ravi Narayan Co-Founder

Sharath Ganapathy Co-Founder

Shivakumar BS Vice President, Head of Equities at Griffin Capital Services

Let's Get In Touch!