FOCUSED ON

BUGLEROCK SINGAPORE

BugleRock Capital Pte. Ltd.,( previously known as o3 Capital Advisors Pte. Ltd.), serves as the International Multi-Family Office and Asset Management division of BugleRock Holdings, a prominent Wealth and Asset Management group. The company provides comprehensive asset management and multi-family office solutions, offering personalized services to high net worth individuals and families.

BugleRock Capital specializes in delivering bespoke, multi-asset-class investment advice, asset management services, and wealth structuring and planning. Their approach is highly customized, focusing on risk management and tailored investment strategies for Ultra-High Net-Worth clients.

The company was incorporated on October 21, 2019, and has since evolved from a Single Family Office to a full-fledged Multi-Family Office, serving a diverse clientele with expertise in investment management, family office services, and wealth transfer planning

OUR PHILOSOPHY

Inspired by Resilience, Guided by Duty

At BugleRock, our philosophy is rooted in resilience, clarity, and unwavering commitment. Just as a bugler once signaled guidance from a watchtower, we stand as a steadfast partner, providing clear, decisive insights in an ever-changing financial landscape.

Anchored in Bengaluru, “The Sound of Clarity” embodies our approach: leveraging strategic foresight and unwavering guidance to navigate challenges, build a resilient foundation, and ensure your enduring legacy, empowering you to confidently transform financial aspirations into lasting impact.

OUR MANTRA

In being wealth custodians for multiple generations, we believe that traditional measures of portfolio “return” are just one part of a more extensive engagement with the families.

We place a greater emphasis on risk management and risk-adjusted returns – our CIO and the team stand by the mantra – “the one thing we are most aggressive about is risk management”.

Our approach is highly bespoke and tailored to the specific needs of our Ultra-High Net-Worth clients, and we take a holistic approach towards the management of their investment exposure and geographical allocations.

GROWTH

Our Offerings

Customized Solutions for Your Financial Needs

Customized Solutions for Your
Financial Needs

OUR FOCUS

We are a Global Multi-family Office, offering bespoke, multi-asset-class investment advice, asset management services and wealth structuring and planning solutions to Ultra-High Net-Worth families across Asia, Europe and the Middle East.

In addition to providing end-to-end, holistic Family Office solutions and support, through our parent company and networks, we also assist our clients with asset monetization, the sale and divestment of their businesses, capital raising and other specialist corporate advisory needs.

On behalf of our clients, we engage with key counterparties and service providers within the Family Office and Asset Management ecosystem to support their customised needs and requirements. These range from global private banks to legal and tax consultants, auditors, real estate firms, venture capital and private equity managers, trustees and other professional fiduciaries.

SERVICES

Partnering with Change-Makers

Connecting Values with Impact

We cultivate relationships with leading NGOs and change-makers to connect you with impactful organizations. These partnerships empower you to support causes that align with your values and maximize your philanthropic goals.

Meet Our Team

Guided by Experience, Driven by Expertise

Guided by Experience, Driven
by Expertise

Our team of visionaries and experts brings precision, insight, and dedication to guiding your financial future.

NIKHIL ARORA

CEO

Dheeraj Bharwani

CIO & Managing Director

SHYAM SHENTHAR

Co-founder & Director

MANOJ SHENOY

Co-founder & CEO

SUDHINDRANATH PAI K

CIO – Wealth & Family Office, India

Christopher Wilson

Chairman of Board, Singapore

E A Sundaram

CIO Public Markets, India