A comprehensive financial service that provides guidance and assistance to individuals or families in managing their overall financial well-being and achieving their long-term wealth goals.
Wealth Advisors offer personalized strategies and solutions to help clients grow and preserve their wealth, optimize their financial resources, and navigate complex financial landscapes.
Best suited for short-medium term investments. This portfolio comprises companies with sustained earnings momentum expected over the next 4-6 quarters. These stocks have the potential for a rerating based on their valuation multiples.
Follows CLAP strategy! (Competitive advantage, low debt, addressable market, promoter quality)
A culmination of Multicap and momentum! This Product is highly customisable and the allocation is done as per customer’s requirements.
Comprehensive Financial Guidance
By utilizing the expertise of wealth advisors, individuals can benefit from a holistic perspective on their financial well-being.
Tailored Strategies
Personalized strategies based on each client's unique circumstances, goals, and risk tolerance.
Long-Term Financial Plannings
Our wealth advisory services emphasize long-term financial planning. They assist individuals in setting realistic goals, creating a roadmap to achieve those goals, and regularly reviewing progress.
Wealth Preservation and Legacy Planning
We help you preserve and grow your wealth over time and assist in developing strategies for wealth transfer, generational planning, and charitable giving.
Professional Expertise
We possess specialized knowledge and expertise in areas such as investment management, tax planning, & estate planning and stay abreast of market trends, financial regulations, and changing economic conditions.
Objective Perspective
We provide an objective perspective, helping you make rational choices based on your long-term financial goals rather than short-term market fluctuations or emotional biases.
The Stock Screening Process followed by us is as follows:
Financial Evaluations:
Management Evaluation:
Risk Management: