HNIs & Ultra HNIs Wealth Management
We offer personalized wealth management strategies designed to reflect the unique financial aspirations of High Net-Worth Individuals (HNIs) and Ultra HNIs. Utilizing the Multi-Asset and Multi-Geography Portfolio Management approach, we craft customized portfolios that align with specific risk and return preferences.
Our purely Quant-Based Fund Allocation approach enhances this process. This model integrates global and domestic macroeconomic trends to guide dynamic rebalancing, allowing clients to benefit from fluctuations in asset prices and optimize their returns.
In addition to portfolio customization, we provide extensive diversification across Mutual Funds, PMS, and AIFs. We assist in selecting the best funds across various categories, including Equity, Debt, Hybrid, Gold, International Equities, and other Alternates.
We employ a proprietary quant-based model to rate these funds based on several parameters:
● Financial Ratios: Including Sharpe Ratio, Standard Deviation, Sortino Ratio, and Tracking Error
● Expense Ratio: Comparative analysis within the fund category
● Assets Under Management: Changes and their implications
● Fund Manager Track Record: Evaluation of historical performance
● Current Holdings: Analysis of concentration and diversification
● Exit Load: Applicable charges and their impact
These parameters ensure that funds are assessed not only on historical performance but also on potential future outcomes. We track fund performance dynamically and provide actionable insights on whether reallocating funds could improve overall portfolio performance.
Monthly Management Information System (MIS) reports detailed fund performance relative to benchmarks and peers, facilitating transparent evaluation of both fund and portfolio performance. We manage the entire investment process, from KYC formalities to tax return reporting, with all activities conducted online to streamline operations and minimize paperwork.
