TAG Investments is a Wealth Management and Taxation Consultancy Services Firm.

Over the years, TAG Investments has diversified into other businesses and today has the presence in businesses ranging from financial products network, asset management, real estate, insurance broking, taxation, global wealth advisory and growing. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.

TAG Investments has a strategic partnership with advisory and broking firm(s) with a wide presence in India and Abroad and we are growing. This ensures our clients get service wherever they are in India and abroad and it gives us immense confidence in delivering the promise of after sales service. From a humble beginning, TAG Investments over the years has evolved out to be a professionally managed, quality conscious and customer focused financial / investment and insurance advisory & distribution firm.

TAG Investments develops tailored strategies to manage your financial future. Our robust national network brings together a common focus - a personal interest in meeting all of your investment and insurance needs as they change throughout your lifetime.

Wealth Management

TAG Investments is client-focused and committed to wealth management As an experienced client advisor, we know that clients today demand a level of personal service and sustainable investment performance that can only be provided by the strongest financial organizations.

When you engage with TAG Investments, you:

  • become part of an integrated, client-focused financial services firm committed to wealth management
  • receive quality support from our advisor relationships
  • have access to exceptional products, services and investment management tools and support
  • work with world-class information technology
  • team up with talented professionals in a performance-oriented environment
  • benefit from high-quality educational investor awareness programs and unique opportunities to create wealth.

Retail & Corporate

The Company delivers financial products and services to its retail, corporate and institutional clients.
The Company’s retail clients have access to offering, including cash accounts, savings and retirement solutions, investment fund products, as well as life insurance and advisory services. It provides financing solutions to its corporate clients, offering access to capital markets (equity and debt capital) and Portfolio Management Services.

Insurance Broking

As a part of the broking industry in India, we understand that the essence of insurance broking is customer relationships based on unwavering trust, the kind of trust that assures our customers that their best interests are always kept in mind. We have consistently demonstrated that the best way to serve customers is to understand their business and their needs, and then to craft customized solutions and provide superior customer support – support that is personalized, thorough and always there when our customers need it.

In addition, we have developed product-specific competencies that allow us to respond to unique demands and opportunities in specific vertical markets.

We have been involved as insurance consultants for large corporates and have been instrumental in setting up corporate consultancy. Our consultants and mentors were able to establish and prove to the corporate world about their expertise and prowess in the areas of insurance.

This expertise does not flow only from the knowledge on insurance and insurance policies, but more importantly from handling complicated claims situations which requires an understanding of the client’s business, both technically and commercially. This intimate knowledge which we have inherited, gives us a definite edge over the others in the community.

Retail & Corporate

The Company delivers insurance products and services to its retail, corporate and institutional clients.

The Company’s retail clients have access to offering, including life insurance, health insurance, personal accident, critical illness cover and advisory services. With our expertise ranging from handling projects from construction, manufacturing to liability deals, we provide a comprehensive array of property, health, employee benefit, liability, reinsurance and risk management services to our corporate clients.

Private Equity

TAG Investments along with its Strategic Alliance with various firms in India and overseas is a consulting partner to the private equity industry.

We advise investors across the entire investment life cycle.

We support our clients across a broad range of objectives:

  • Deal generation
  • Due diligence
  • Portfolio value creation
  • Exit planning
  • Private equity firm strategy and operation and more…

Our Approach

Deal generation: We work alongside investors to develop the right investment thesis and enhance deal flow by profiling industries, screening targets and devising a plan to approach targets.

Due Diligence: We help investors make better deal decisions by performing due diligence, assessing performance improvement opportunities and providing a post-acquisition agenda.

Portfolio Value Creation: Immediately post-acquisition, we support the pursuit of rapid returns by developing strategic blueprints for acquired companies, leading workshops that align management with strategic priorities and directing focused initiatives. During the ownership phase, we help increase the value of portfolio companies by supporting revenue enhancement and cost reduction initiatives and refreshing their value-creation plans. In addition, we support turnarounds of underperforming, capital-constrained companies with the aim of preserving shareholder equity.

Exit Planning: We help ensure that investors maximize returns by preparing for exit, identifying the optimal exit strategy, preparing the selling documents and pre-qualifying buyers.

Private equity firm strategy and operations: Working jointly with private equity firms, we help them to develop their strategy for continued excellence. Topics include asset class and geographic diversification, fund strategy, sector strategy, fund-raising, organizational design and decision making, enlisting and retaining top talent and maximizing investment capabilities.

Taxation

TAG Investments in partnership with in house professional Chartered Accountants provides consultancy services in the field of auditing, taxation, corporate laws, FEMA (Foreign Exchange Management Act), accounting solutions, finance, intermediary for e-filing of income tax returns and management consultancy services.