Investment Management

Brochure

Learn more about our Firm and Services.

We believe “Money is for us and We are not for the Money”. It is the duty of Money to serve us, work for us and let us do whatever we want to do in life for the benefit of our past, current and future family.

Investment Advisory is the professional asset advisory services of various securities, including equity shares, bonds, and other assets to meet specified investment goals for the benefit of the family.

Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies.

Investment or portfolio management refers to managing financial assets and other investments and includes creating a plan - acquiring and disposing of assets, executing the plan - buy and sell of securities, monitoring investments regularly and updating the plan for achieving the life goals.

With our customized investment management strategy that is unique for the family, we help clients not only to make money but also to create everlasting wealth to achieve life goals and improve financial well being. As a part of Investment Management, we provide following services:

1.Holistic Investment Advice

We use our expert knowledge and experience in income tax, investment, wealth management, insurance, estate planning, interpreting domestic and international financial markets, local and global compliance requirements and other related matters and provide holistic advice to better protect, grow, manage, preserve, and sustain our clients wealth as a family for multiple generations.

2. Goal based Investments

Goals give direction, vision, motivation and clarity for better investment management. Instead of focusing solely on returns, goal-based investing balances risks and returns and emphasizes investing for attaining life goals. We help the family to articulate life goals and achieve those goals by increasing risk adjusted after-tax return.

3. Investment Policy Statement (IPS)

We prepare, develop and maintain the Investment Policy Statement (IPS) for the family, which is critically important for the success of Investment Management as it provides guidance and direction for the efficient and effective management of wealth for multiple generations.

4. Investment Plan execution

As a SEBI Registered Investment Adviser, investment plan execution can only be at the option of our clients. However, we are not allowed to get any remuneration or commission on the investment product we advise. For mutual fund investments, we provide execution services by investing in direct plans where expense ratio is less as no commissions are paid. For other investments, we coordinate with your team and ensure timely and efficient execution of investment plans.

5. Monitoring & Reporting

We regularly monitor our clients portfolio and provide timely suggestions for any change needed in the investment portfolio. We also provide reports of the investments managed by us that are very easy to review and understand. Ongoing monitoring and regular reporting helps ensure investments are as per IPS, whether any rebalancing or tactical asset allocation is required or any change is to be made based on situation, circumstances or market factors.