The Rohatyn Group and Axis Securities Strategic Partnership to Offer Investment Services

The Rohatyn Group (India), having recently celebrated its 10^th anniversary, today announced a partnership with Axis Securities, a wholly-owned subsidiary of Axis Bank, to offer a seamless blend of banking and investment services through a 3-in-1 account. This 3-in-1 account seamlessly integrates a TRG-maintained savings account, a Demat account, and a trading account maintained by Axis Securities.

The 3-in-1 account will enable clients to transfer funds quickly and easily, reduce paperwork, and, most importantly, provide a unified platform for investing in a wide range of financial instruments, including mutual funds, SIPs, stocks, and other investment channels offered by Axis Securities. Clients can choose from a variety of services provided by Axis Securities, such as mutual fund investments, stock brokerage, investment advisory, and portfolio management services, in addition to opening trading/Demat accounts.

Commenting on this new partnership, Rajeev Kalra, TRG Partner and Head of India, stated, “We are excited to offer clients a scalable 3-in-1 platform. Our collaboration with Axis Securities will enhance our meaningful client relationships, providing them with smart financial planning tools to help them on their wealth-building journey. The primary attraction for TRG clients lies in mutual fund SIPs, allowing them to invest a predetermined amount monthly in MF plans of their choice.”

Axis Securities Managing Director and CEO Mr. B Gopkumar commented on the partnership: “We are delighted to work with TRG to extend our investment solutions to their clients. We believe TRG clients will benefit from seamless and convenient access to our technology-driven, dynamic product portfolio and valuable research insights. This collaboration is yet another step in empowering investors to take control of their finances through informed investment decisions.”

About The Rohatyn Group

The Rohatyn Group (TRG) is a global asset management firm headquartered in New York. TRG acquired Citi Venture Capital International (CVCI), one of the world’s largest emerging markets private equity investors, extending its specialized private equity capabilities across Asia, Central and Eastern Europe, the Middle East, and Africa, and has opened an office in Mumbai.

TRG focuses on emerging markets, private equity, fixed income, and real estate investments, committed to creating long-term value through in-depth market research and rigorous risk management. TRG’s investment philosophy emphasizes close collaboration with invested companies and projects to drive sustainable development. Through first-hand market research, our team ensures that every investment decision is based on the most reliable information. We believe that understanding market dynamics is essential to maintaining a competitive edge in the financial world.

TRG is a diverse, international team with offices in 17 major financial centers worldwide, including Mumbai, London, Hong Kong, and Istanbul. These offices enable us to stay attuned to local market dynamics and better serve our global clients.

About Axis Securities

Axis Securities Limited (ASL) is a subsidiary of Axis Bank, India’s third-largest private bank. ASL has a strong branch network across India, providing retail brokerage services under its flagship brand Axis Direct (www.axisdirect.in). Axis Direct is committed to providing simplified investment solutions to clients. It offers a range of investment products, such as equities, mutual funds, SIPs, IPOs, derivatives, bonds, NCDs, ETFs, and corporate fixed deposits. With over 3.6 million clients, Axis Direct is one of the industry’s fastest-growing companies.

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