Achieve Your Goals
* Annualised actual portfolio returns (IRR) of CIO's portfolio
* Inception Date: Nov'19
- Aggressive Portfolio: 100% Equity
- Moderate: Equity 50% I Fixed Income: 35% I Alternatives: 15%
- Conservative: Equity: 20% I Fixed Income : 70% I Alternatives : 10%
Our Chief Investment Officer is an astute investment professional, who has extensive experience of working with HNIs, families, foundations, and corporations to build diversified, multi asset class portfolios as per clients’ overall needs.
He has managed a total portfolio size of more than USD 1 Bn (INR 7500 Cr) across various organisations and helped clients achieve their goals including inter generation wealth transfer through family trusts and wills.
The Chief Investment Officer is a Chartered Accountant and CFP® professional. He also holds Msc in Wealth Management from the Singapore Management University, Specialisation in Asset Management from the Yale Business School USA , and Specialisation in Family Office Wealth Management from the University of St Gallen, Switzerland.
Please write to us for booking a free portfolio review call with our CIO by uploading your Consolidated account statement.
Our Investment Philosophy
Risk Assessment
We work with you to understand your Level of Acceptable Risk to determine an appropriate strategic asset allocation
Asset Allocation
Asset Selection
Performance Reporting
Digital Adoption
New Invest
Folio Lookup
Capital Gain
Unrealised Gain
24X7 Portfolio View
My SIP
My Orders
Risk Profile
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