A confluence of passion, time, planning and knowledge.
The sound of clarity. We are BugleRock.
BugleRock Capital Pvt Ltd (formerly known as o3 Securities Pvt. Ltd) is a Wealth & Asset Management company that focuses on building customised, value-based solutions for clients. Built ground up by a team with a strong experience of hand-holding clients across multiple market cycles.
Philosophy
Our philosophy, and by extension, our name, is derived from a humble rock in Bangalore that has stayed firm for over 3,000 million years. During the 1500s, a royal sentry would blow a bugle from a watchtower on the rock to keep the citizens informed if all was safe, or if there was any imminent danger.
We see ourselves performing a similar duty as the bugler in being the fiduciaries of our clients’ wealth. We are uncompromising in providing clients with unbiased, independent and fully transparent advice.
Evolution
From our initial chapter as a Single Family Office, we meticulously navigated the financial intricacies of our founding family. Today, we proudly stand as a full-fledged Multi-Family Office and a Wealth and Asset Management firm, extending our services beyond a singular family to a diverse clientele. Our evolution is a testament to our commitment to excellence, adaptability, and the trust placed in us by those we serve.
Team
[image_with_text image=”110″ title=”Shyam Shenthar”]Co-founder & Director[/image_with_text]
[image_with_text image=”593″ title=”Manoj Shenoy”]Managing Director & CEO[/image_with_text]
[image_with_text image=”594″ title=”Sudeep Sreekantaswamy”]Director[/image_with_text]
[image_with_text image=”597″ title=”Sudhindranath Pai K”]CIO[/image_with_text]
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Services
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Wealth Management
Hand-held multi-asset portfolio solutions with a truly open-architecture approach, providing the best of the industry’s products, along with a dedicated relationship manager.
COMING SOON
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Asset Management
In-house solutions curated by leading industry experts, with a focus on robust investment processes to achieve risk-adjusted returns.
COMING SOON
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Global Advisory
Our Global Investment Advisory services offer tailored solutions and strategic insights to optimise a global investment portfolio and help our clients navigate the complex and dynamic international markets.
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