Wealth Management Industry isn’t designed to be Fair. There are hundreds of products and strategies that waste time and money. One must practice caution while investing. We provide analytics & content backed quality investment service. It is easy to socialize and sell, which is what most wealth management companies do. But it is equally difficult to maintain insight and integrity which is what drives us.
We are a new age Wealth Management Company. With us, investors make informed and more confident investment decisions.
We are very selective in our approach, and analyze products across 5 Ps – People, Philosophy, Performance, Portfolio, and Price with an endeavor to ascertain the Quality, Risk, and Consistency(QRC) attributes before suggesting the same to investors.
We offer responsible, long term investment service.
A quality portfolio is the one that is not too much diversified, & still offers the best risk-adjusted returns. With us, this is identified through unbiased selection based on our proprietary analytics. It’s easy to socialize and sell products, which is what most wealth managers do. We’re reshaping the wealth management industry by sticking to basics, in-depth analytics. We maintain insight + integrity and aim at the long term prosperity of clients.
It is easy to aspire for a long term horizon when making an investment, but practically very difficult to maintain. With us, this is achieved through our educative super simple & articulate proprietary content. Holding on to the portfolio requires high conviction in the portfolio at all points of time, else, one tends to exit early owing to the traps of emotions or impatience. We ensure our clients make informed investment decisions.
Just telling you want you want to hear is not Right Advice. We call this, “mere socializing and selling approach”. Our philosophy is based on suitability and not sales. So we don’t sell you what you want; we advise you on what your portfolio needs, and what is right for you. From asset allocation to asset re-balancing, we do not hesitate in advising you in line with what is right and important for you even if it’s against your biases. Our educative approach makes it possible.
Market is cluttered with thousands of financial products. Most are manufactured keeping in mind product seller’s interests. Our philosophy is to select the product with insight as well as integrity. We like Simple Products. If an equity product is not good for long term returns, it is not recommended. Similarly if a debt product takes un-due risk it is also not recommended. We like products that are low on expenses and exit loads. We like products that demonstrate performance consistency. Basically, product must make an objective investment sense.
Adding too many products in the portfolio plays against the portfolio’s performance as also complicates the portfolio. This approach doesn’t get you higher return; in fact, it adversely impacts the performance as good ones get balanced with bad performing ones . Our philosophy is to un clutter the portfolio by identifying under performers and simplifying its structure. The aim is to achieve right asset allocation with apt diversification. This is very important and needs right, focused, and research based approach, which is what we provide.