Our Proposition

We manage your wealth and strive to make your money work for you.

Objectives and Principles

• Exceed or match the Indian market index (Nifty)
• Invest for long term – buy and hold
• Minimize tax liability
  • Avoiding profit booking in the tax period, to leverage the tax breaks provided for long term capital gains
• Build a diversified Portfolio
  • Investments will predominantly be in Equities, ETF’s,
  • Investments in money market or debt products will be for parking funds for short term, if there are limited investment opportunities
  • Investments will NOT be made in Futures, derivatives, commodities or alternate investments

Client Expectations

• Desire exposure to Indian markets
• Long term investment horizon (over 5 years, preferably 10 years)
• Have risk appetite for equity exposure
  • Ability and willingness to sustain short term losses
  • Understanding that investing in market is inherently risky and willingness to accept the investment losses without recourse

How does this work

• Your advisor will meet with you to
  • Understand your investment goals
  • Work with you to understand your current finances
  • Conduct a risk analysis to understand your ability and willingness to take risks
  • Propose and discuss an investment plan that is suitable for you
• Our engagement modes
  • We can advise you in investing your regular savings
  • We can advise you in restructuring your portfolio
  • We can advise you in in investing a corpus of funds
• Communication
  • Your advisor will send you regular investment advice about purchase and sale of securities
  • Your advisor will have quarterly updates for you and will send you a year end statement
  • You advisor will be available to discuss and review your financial journey

Why us

Expertise – Investment managers been doing better than the market. Are there, doing that

Alignment of interests – Your advisor’s compensation will be linked to the effectiveness of the advice – this is to align interests the investor & the advisor.  We win only if you win

Alignment of risks – Your advisors will also have significant portion of their wealth in the same securities that are advised for you. We eat our own cooking

Transparency – Investment advisors will have regular communications via meetings, calls, blog posts, and emails to you to keep you posted on the progress of your investments. No smoke and mirrorsDownload our Brochure