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Personalized Wealth Management Solutions 

Our Client Approach
In Private Wealth

We all know that money is essential in life. But do you know there are various stages of the money journey?

Our Client Approach In Private Wealth

‟Are you in the “Multiply Money” or “Maintain Money” Stage?

We understand that every individual's financial journey is unique, which is why our approach is highly personalized to meet your wealth management goals. We offer an array of Private Wealth Solutions tailored to your specific needs, objectives, investment horizon and risk tolerance.

Private Wealth Solutions

The Protectors

Conservative

15% - 45%

Equity Range

  • High dependence on the portfolio to meet regular expenses
  • Comfortable with very low volatility
  • The objective is to preserve the purchasing power of capital and generate returns which are 3-5% higher than the average lifestyle inflation rate of 7% over the long term
  • Using our proprietory dynamic asset allocation framework, aim is to reduce maximum downside volatility by 80% as compared to Sensex

The Moderators

Moderate

25% - 60%

Equity Range

  • Lesser dependence on the portfolio to meet regular expenses
  • Comfortable with low-medium volatility at the expense of higher returns
  • The objective is to generate returns which are 5-8% higher than the average lifestyle inflation rate of 7% over the long term
  • Using our proprietory dynamic asset allocation framework, aim is to reduce maximum downside volatility by 70% as compared to Sensex

The Enhancers

Aggressive

35% - 100%

Equity Range

  • Have enough sources of income that reduce reliance on the portfolio to meet regular expenses
  • Ready to bear higher volatility to grow wealth over the long term
  • The objective is to generate returns which are 8-11% higher than the average lifestyle inflation rate of 7%
  • Using our proprietory dynamic asset allocation framework, aim is to reduce maximum downside volatility by 50% as compared to Sensex

The Maximizers

Very Aggressive

45% - 100%

Equity Range

  • Do not depend at all on the portfolio to meet regular expenses
  • Ready to bear much higher volatility to grow wealth faster over the long term
  • The objective is to generate maximum possible returns from equity investments
  • Using our proprietory dynamic asset allocation framework, aim is to reduce maximum downside volatility by 30% as compared to Sensex

Book a Consultation CALL today to discuss the best solution for you

Investment
Management Service

Investment Management Service

IMS is “strategic” management of the investment portfolio across various asset classes i.e. equity, debt, and gold in mutual funds/AIF/PMS. IMS can also be defined as active asset allocation & rebalancing to create a suitable portfolio positioning with the changing market scenario. In the process, the strategy generates significant out-performance over the long term compared to a normal buy and hold strategy

Our core objective is to minimize risk and maximize returns of the portfolio

What key services do you get in IMS ?

  • Dedicated Investment Adviser with strong credentials
  • Analysis of existing investments at the time of taking over the management of the portfolio
  • Regular monitoring and reviewing of the investment portfolio
  • Quarterly discussion to ascertain investment strategy and to review portfolio performance

We think about the details‚ so you don’t have to