Analytics and Content backed Informed Quality Investing Service

For HNIs & NRIs Investors

GENUINE
VISIONARY
CREATIVE
FOCUSED
PERSISTENT

Our Company

Our Philosophy

It is simple but not easy

Clean Debt + Quality Equity + High Conviction  =   Compounding

Investing in Quality Portfolio

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.

Holding it for Long Term

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.

Our Promise

Right Service

Just telling you what you want to hear is not the Right Service. 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 serve 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.

Right Products

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.

Right Portfolio

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.

Don’t Just Invest. Make an Informed Decision.