About Company
Tata Asset Management Limited
Tata Asset Management Limited was founded in 1994 and has over 25 years of experience in investment management. Our roots may be traced back to the Tata Group, a well-known and internationally praised industrial conglomerate whose business philosophy has made our country and its people partners in the development of wealth. Among investors, colleagues, workers, and the community, our history inspires “trust.”Though a rich history is something to be proud of, we also want to ensure that legacy is carried on through a set of well-defined and time-tested worldwide business standards. As one of India’s premier investment managers, we recognise that wealth management is just as vital as wealth generation.
Client-Centric Approach
A cornerstone of the wealth proposition is its highly personalized client experience. Every engagement begins with detailed risk profiling to understand a client’s objectives, investment horizon, and risk appetite. This initial analysis informs asset allocation and product selection, ensuring that portfolios are built with intentional alignment to individual goals.
Clients benefit from regular insights—monthly reports, quarterly newsletters, blogs, and market commentary—produced by the in-house research team. These insights provide clarity on market trends and emerging opportunities, equipping investors with data-driven perspectives that support informed decisions.
Digital & Relationship-Led Delivery
Tata Capital Wealth blends modern digital experiences with human expertise. Its digital platform offers seamless onboarding, portfolio views, analytics, and transaction capabilities all in a single interface. WhatsApp servicing and virtual meeting options make engagement convenient and responsive.
Across 23+ locations with over 150 dedicated relationship managers and specialists, the platform ensures clients receive localized, expert support backed by deep product knowledge and research insights.
Scale & Trust
The platform serves over 20,000 satisfied wealth customers and manages a diverse product suite across 40+ well-researched categories, reflecting both scale and depth in service offerings. Its emphasis on trust, transparency, and client alignment resonates with the Tata brand heritage while offering modern solutions for contemporary financial challenges.
Investment Approach
Investment decisions are influenced by factors such as risk appetite, investment horizon, and liquidity requirements. To ensure alignment from the outset, the firm conducts a comprehensive risk profiling exercise at the beginning of every client relationship. This assessment serves as the foundation for portfolio construction, guiding asset allocation decisions as well as the selection of suitable products within each asset class.
Based on the insights derived from this process, the Tata Capital presents a wide spectrum of investment options across diverse asset classes tailored to individual objectives. Clients are provided with detailed, relevant information to make informed choices, enabling them to select the products that best fit their financial goals and overall portfolio strategy.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Rajiv Sabharwal
Mr. Rajiv Sabharwal, a B. Tech from IIT Delhi and PGDM from IIM Lucknow, has over 32 years of experience in the banking and financial services industry. Mr. Sabharwal is currently the Managing Director & CEO of Tata Capital Limited. He is also the Chairman of Tata Capital Housing Finance Limited, Tata Securities Limited and Tata Asset Management Company Limited. He is also on the Board of Tata Capital Pte Ltd. He has served as an Executive Director on the Board of ICICI Bank where he was responsible for several businesses including retail banking, business banking, rural banking, financial inclusion, technology and digital banking. He has also served as the Chairman of ICICI Home Finance Company Limited and was on the Board of ICICI Prudential Life Insurance Company Limited. He was also on the Investment Advisory Committee (Real Estate) of ICICI Prudential AMC. Mr. Sabharwal has been acknowledged for his contribution to the growth of the Retail Banking and Real Estate & Housing Finance market in India. Mr. Sabharwal also has had experience in both Venture Capital and Growth Capital investing at Sequoia Capital and True North. He has served on the Boards of early stage and growth companies in Financial services. He has also served on committees of RBI and IBA. Mr. Sabharwal has had successful stints with True North Managers LLP, Sequoia Capital, Godrej Group, SRF Finance, GE Capital and Times Bank.
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