Investment Advisory
Investment Advisory
Our Investment Advisory division specialises in Providing comprehensive set of services to ensure optimal working of the Family Office and knitting together both Internal and External Touch Points of the Client.
Our Advisory Team
Our Offerings
Comprehensive
Services
Providing comprehensive set of services to ensure optimal working of the Family Office and knitting together both Internal and External Touch Points of the Client
In House Investment Management
Best in Class Experienced Investment Team, which creates Customized Advice for each Client after a deep dive into Clients Wishes, Milestones and Financial Personalities.
Risk
Management
Creating deep insights using the information derived from Multiple Data Points to be used to optimize the Client Portfolios for different Market and Economic Scenarios.
Deep
Research
Expertise Across Asset Classes using in depth Research and Assessment Models developed in house
Open Architecture Product Platform
Ensuring access to all Investment Products across Product Manufacturers and Fund Managers.
Customized
Reporting
Consolidated Holding Reports customized for the needs of each Family with focus on what matters most to the Clients.
Asset Allocation Advice
We will be able to help the Family with formulating an Investment Policy Document. This can serve as a mandate for Investment Objectives, Time Horizons and do’s & don’ts for the Family Investment Matters.
We will also help in deciding the Asset Allocation Matrix which will take into account the required Cash Outflows for various Objectives in the Medium and Long run. The Asset Allocation will take into account the need to Protect the Capital and effectively Grow it in Real Terms after Inflation and Taxes.
We will discuss the various trade-offs and pros & cons of Asset Allocation with the decision makers to help design the policy.
Screening Investment Proposals
The Family currently works with some Investment Service Providers.
In addition, it may also be receiving some Investment Proposals from other Service Providers in the Market.
We will assist in analysing such proposals and offer suggestions whether the instruments on offer are congruent with the Investment Philosophy of the Family and aligned to its Long Term Objectives.
Portfolio Construction And Review
Disciplined Portfolio Construction
Based on the specifics of each client’s situation, we seek to provide exposure to an appropriate mix of Traditional and Non Traditional Assets. We also seek to provide diversification within each Asset Class—across Sectors, Industries, and Countries.
Portfolio Review
We can engage with the Family to Review the Investments at a frequency to be mutually decided. We suggest that initially the review should be done every month. We can revisit this frequency after 6 months. The review will contain our view on Global and Domestic Macro and Micro Environment, Equity and Debt Markets, Performance of the Portfolio and recommended Action Points.
Non Conflicting Positioning
It is understood that our position will be Independent and Non-Conflicting in terms of the Product/s Reviewed or Recommended.
As such, the Investment Advisory division of Wealth Managers (India) Private Limited will neither Sell any Investment Products to the Family, nor get any Direct or Indirect commission or Benefit from the same.
