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Private Wealth · Markets · Capital Advisory

Stewarding capital
across generations,
sectors, and cycles.

David Holdings is a multi-disciplinary financial services firm advising private families, institutions, and operating companies across five interconnected practices — from estate planning to proprietary trading infrastructure.

Request a private consultation Explore the practice
SEBI registered NSE · BSE · MCX member Since 1987 · Chennai
NIFTY 5024,812.40▲ 0.42% SENSEX81,624.15▲ 0.31% BANKNIFTY53,184.90▼ 0.18% RELIANCE2,946.55▲ 1.04% HDFCBANK1,712.80▲ 0.62% TCS4,118.25▼ 0.45% INFY1,884.05▲ 0.29% USD/INR83.42▼ 0.08% GOLD/10g74,180▲ 0.91% CRUDE6,412▼ 0.66% NIFTY 5024,812.40▲ 0.42% SENSEX81,624.15▲ 0.31% BANKNIFTY53,184.90▼ 0.18% RELIANCE2,946.55▲ 1.04% HDFCBANK1,712.80▲ 0.62% TCS4,118.25▼ 0.45% INFY1,884.05▲ 0.29% USD/INR83.42▼ 0.08% GOLD/10g74,180▲ 0.91% CRUDE6,412▼ 0.66%
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Regulated & affiliated
₹ 12,400Cr
Assets under advisory
3,820+
Private & institutional clients
38
Years stewarding capital
1,140+
Research notes published
The Practice

Five disciplines.
One stewardship.

The firm operates across five interconnected verticals — each led by a senior partner, governed by a single investment committee, and answerable to one philosophy: preserve first, compound patiently.

I.

Wealth Management

Discretionary planning for families building capital across generations.

  • Financial planning
  • Estate & will drafting
  • Tax consultancy
  • Asset allocation
Explore
II.

Trading & Technology

Proprietary infrastructure powering the firm's own desks — and select institutional clients.

  • Trading platform
  • Data centers & networking
  • Web & mobile builds
  • BPO & KPO services
Explore
III.

Strategies & Portfolios

Long-horizon portfolios in equities, bonds, debentures & structured securities.

  • Investment trusts
  • Underwriting
  • Fixed-income portfolios
  • Structured securities
Explore
IV.

Fintech & Consultancy

Advisory and capital for operating companies, funds, and real estate vehicles.

  • Mutual fund pool mgmt.
  • Real estate investment
  • Non-banking lending
  • Management consulting
Explore
V.

Markets & Broking

Execution and capital-market advisory across cash, derivatives, and commodities.

  • Securities broking
  • Commodity trading
  • Portfolio management
  • Capital market advisory
Explore
I · Private Wealth

Plans drafted
for generations,
not quarters.

Each engagement begins with a written investment policy — a private document jointly authored with the family principals, defining risk tolerance, liquidity needs, philanthropic intent, and succession architecture. The portfolio is the consequence of the plan, never its substitute.

  • Financial planning & cashflow
  • Strategic asset allocation
  • Risk profiling & stress tests
  • Estate & will drafting
  • Tax-efficient structures
  • Mutual funds, bonds, IPOs
Explore wealth management
Indicative balanced allocation · ₹ 50 Cr family
Balanced CLASS · IV
  • Indian equities 42%
  • Sovereign & corp. bonds 24%
  • International equities 14%
  • Real estate vehicles 10%
  • Gold & commodities 6%
  • Cash & equivalents 4%
Fig. I · Strategic Allocation Reviewed quarterly
II · Technology

A trading desk
built in-house,
since 2004.

David Holdings runs its own order-management stack, co-located at NSE and BSE primary data centers, with sub-millisecond execution and a full audit trail. The same infrastructure underwrites our consulting, KPO, and white-label platform work for select institutional clients.

  • Proprietary OMS & EMS
  • Co-located data centers
  • Web & mobile builds
  • Hardware & networking
  • BPO & KPO services
  • R&D on market microstructure
See the platform
Service Architecture
01Market data ingestNSE · BSE · MCX
02Signal & risk engineC++ / FPGA
03Order managementFIX 5.0 SP2
04Compliance & auditSEBI / NSE
05Client portalsWeb · iOS · Android
06Reporting & KPOEOD · Bespoke
Fig. II · Stack overview Uptime 99.98%
III · Strategies & Portfolios

Patient capital,
in conviction
portfolios.

Three discretionary strategies and a fixed-income book — each with a written thesis, a position sizing framework, and a documented sell discipline. We do not chase indices; we build portfolios we are content to hold for a decade.

  • Quality compounders fund
  • Special situations book
  • Investment trusts (closed-end)
  • Underwriting mandates
  • Sovereign & corporate bonds
  • Debentures & structured paper
Explore strategies & portfolios
Compounders Fund · top weights
Asian Paints8.8%
HDFC Bank7.6%
Titan6.8%
Pidilite6.2%
Nestlé India5.4%
Bajaj Finance4.8%
Page Industries4.2%
Avenue Supermarts3.8%
3-yr CAGR
18.2%
Since inception
15.6%
Holdings
22
Fig. III · As of 31 Mar 2026 Past returns illustrative
IV · Fintech & Consultancy

Advisory for
operating companies
& funds.

We work with promoter-led businesses on capital structure, with funds on pool management, and with real-estate vehicles on acquisition diligence. A small non-banking arm extends senior secured credit to a curated list of relationships.

  • Financial & management consulting
  • Mutual fund pool management
  • Real estate investment
  • Non-banking lending
  • Diligence & valuation
  • Operating partner network
Explore fintech & consultancy
Practice areas · selected engagements
14
Capital advisory
Promoter-led · mid-cap
08
Fund administration
AIF & PMS pools
22
Real estate
Commercial · Grade-A
31
NBFC facilities
Senior secured · INR
Fig. IV · Active mandates · FY 2026 By appointment
V · Markets & Broking

Execution
with a desk,
not a script.

Direct lines to a dealing desk staffed by humans who have lived through three crises. We execute on cash, derivatives, and commodities, and we are willing to refuse trades we believe will harm a client's long-term position. Capital-market advisory complements the desk for promoter and institutional flow.

  • Securities broking · cash & F&O
  • Commodity trading · MCX
  • Portfolio management services
  • Underwriting & book-running
  • Capital market advisory
  • Block & algo execution
Explore markets & broking
RELIANCE · NSE · L1 depth
Bid QtyOrdersBid ₹
14,8201122,946.50
11,240962,946.45
8,910782,946.40
6,420542,946.35
4,580412,946.30
Ask ₹OrdersAsk Qty
2,946.5511815,210
2,946.609210,840
2,946.65748,420
2,946.70506,180
2,946.75384,310
LTP 2,946.55 VWAP 2,944.18 Vol 8.42M Spread 0.05
Fig. V · Order book snapshot Latency < 1 ms
The Trading Platform

The desk our
own dealers use.

A glimpse of David Holdings Sovereign Terminal™ — our internal order-management surface. Available under licence to qualifying institutional clients.

◆
The Method

Four chapters,
in this order.

Every relationship — whether a family office or a publicly listed promoter — follows the same four-chapter cadence. The discipline is intentional.

I
Discover
We listen, at length, before recommending anything. Balance-sheet, philosophy, family, succession, philanthropy. Six weeks, sometimes longer.
II
Plan
A written investment policy statement is drafted, debated, and signed. It governs every decision the firm makes on your behalf thereafter.
III
Execute
Portfolios are built deliberately, in tranches. Tax, custody, and reporting are handled in-house. Every trade is reconciled before close of business.
IV
Steward
Quarterly reviews, annual policy refresh, and a standing line to the partner who knows your file. Capital is not transferred — it is stewarded.
The Partnership

Stewards of
the firm.

Partners hold capital alongside clients. Decisions are made by people whose names appear on the door.

Meet the full partnership
VD
Vikram David
Founder & Managing Partner

Founded the firm in 1987 after a decade at a Mumbai merchant bank. Chairs the investment committee.

AM
Anaïs Mehrotra
Partner · Private Wealth

Joined in 2002. Leads the family-office practice and the firm's estate-planning desk.

RK
Rohan Krishnan
Partner · Trading & Technology

Architect of Sovereign Terminal. Previously led the algo desk at a global Tier-1 bank.

SI
Saira Iyer
Partner · Capital Advisory

Oversees the consultancy and NBFC arms. CA, CFA. Twenty-one years with the firm.

Research & Letters

Quarterly notes,
written by the desk.

A small selection of the firm's recent publications. Full archive available to clients via the portal.

View the full archive
— MARKET LETTERApr 2026

On valuations, patience, and the Indian mid-cap.

A quarterly survey of small & mid-cap multiples relative to fifteen-year history, and where we are reducing exposure ahead of the upcoming earnings cycle.

Read the letter
— FIXED INCOMEMar 2026

The shape of the rupee yield curve.

Why we believe the curve will steepen meaningfully through FY27, and the duration positioning we are taking in client bond books.

Read the letter
— PRIVATE WEALTHFeb 2026

Drafting an estate that survives three generations.

A practitioner's note on trust structures, holding-company architecture, and the difficult conversations every principal eventually has to have.

Read the letter
— SEBI Registration
RegisteredBroking · Research · PMS
— Member Affiliations
NSE · BSE · MCX · AMFIActive member · in good standing
— Investor Grievance
grievance@david-holdings.com
— Disclosures
Risk disclosure document Investments are subject to market risks. Read all scheme-related documents carefully.
◆

Begin a conversation with our private wealth team.

Engagements at David Holdings begin with an introductory meeting — in Chennai or by video. We meet by appointment.

Schedule a private consultation
— Replies within two business days · Strictest discretion