Dhruv Sharma, Director, Asset Selection; and, Sunita Sur Roy, Vice President – Research, Strategic Assets Partners

Interviews - Delegates at Family Office Fourm

November 7, 2015

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March-April 2014

Real estate most important investment mandate

Dhruv Sharma, Director - Asset Selection, Strategic Assets Partners

Dhruv Sharma, Director – Asset Selection, Strategic Assets Partners

A French Family Office Group with its head office in Mayfair, London; Strategic Assets Partners is structured around understanding and meeting investors’ investment needs. This has been handled smartly by the two persons in the team. Responsible for asset selection, due diligence, operational management, and first stage planning; Dhruv oversees real estate, private equity, and infrastructure deal flow. And, Sunita has experience in securitization, financial modelling and economic analysis. She is responsible for infrastructure, real estate, and private equity research and analysis.
• Tell us something about your organisation. When was it initiated and how has it evolved over the years?
Strategic Assets Partners LLP is an expertise in alternative investments and traditional investments. We were founded in early 2012 by Gerard Sillam, who developed the French Real Estate Market in Paris over the past few decades. Since then we have been actively looking at alternatives, especially private equity funds, infrastructure and real estate funds.

Sunita Sur Roy, Vice President – Research, Strategic Assets Partners

Sunita Sur Roy, Vice President – Research, Strategic Assets Partners

• What kind of services do you provide and how can these benefit the UHNWIs?
We offer tailor-made solutions to our families based on their investment appetite with diligence. We provide high level of personalised, discreet and totally confidential service to a select number of families and their companies.
• What is your firm’s investment philosophy?
Our investment philosophy focuses on adding value and giving access to a number of investment opportunities to our clients who otherwise might not be able to take advantage of, such as off market deals and other alternatives.

• What are the top three characteristics that distinguish your firm the most from your competitors?

We understand that wealth is a very personal and most preserved thing; we commit to provide the most impartial, responsible and totally focused investment advice.

• What is your approach towards risk management?

We have a much disciplined and highly experienced risk management team. We spend quality time on analysing each our deal activities to deliver a sound portfolio that meets our clients’ risk – return profile.

• Is there any impact of economic slowdown on the demand? Are clients more cost conscious or quality conscious in the times of slowdown?

Economic downturns do change the pattern of investments; however quality at best cost always remains top priority. Clients always seek higher alpha in any economic conditions, whilst evergreen funds like infrastructure or growth oriented in promising markets always acts as safe haven for investments in the long run.

• What kind of potential do you see for the Indian family office business? What is your outlook? What are the current trends and opportunities?

Of late, Indian family office business have shown tremendous source of wealth, with emergence of new class of UHNWIs who possess huge amount of untapped wealth. We analysed, real assets are most popular investment mandates amongst the Indian families although confidential in disclosing their wealth and the decision making is centralised. Indian family offices still being at a nascent stage; there are tremendous growth opportunities here in years to come.



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