We are a decade old Investment Management firm helping clients to plan and design their personal finance and generate wealth over different phases of life. We engage in discussion with the clients and their family to design a financial plan which covers their ambitious life goals. These goals are then matched with future cash flows and an investment plan is carved out which suits the client’s risk profile and behavioural pattern. A lot of emphases is placed on clients’ education, psychology and their behaviour pattern as this factor alone plays a major role in the success of the financial plan. We thrive to make 'retirement a choice rather than compulsion' through meticulous planning and seamless execution.
As a part of our social responsibility initiative, we do conduct financial awareness programs with small groups, social gatherings, corporate and government institutions. These sessions cover topic such as
- Financial Planning
- Insights about several Investment Instruments
- Effective Tax Planning
- Drafting Will
and much more...
What we do
There are the different class of assets available for investments. Neither all of them perform well at all times, nor they have a tendency to remain rational at all times. As an investor, our duty is to remain unbiased and benefit from irrationality shown by market forces. Idea is to buy assets when its prices are low, ride the cyclical/structural wave and sell it at crazy valuations. Such waves can be seen in almost all the assets be it equities, bonds, gold or real estate. Market forces and mass human psychology pulls them to high zones or pushes them to depressed levels which are not linked to its intrinsic value. To make above-average returns, we have to get our homework right, counteract these psychological/behavioural / market forces and stay invested for a longer period to see it play-out well.