| A process based approach for accumulating, protecting and growing our Private
Clients’ wealth. Some of the ingredients of this process are: |
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Financial Diagnostic (define aspirational needs, determine risk appetite and
strategic asset allocation). The most critical decision behind investment
success is arrived at with an in house scientific process to quantify the
aspirational needs / requirement of the client family. |
| Sourcing Best Fund Managers & Investment Ideas. The second most critical
decision behind investment success after determining the risk appetite of a client
which is arrived at on the basis of a scientific methodology is a comprehensive
manager selection process designed in-house. As an Independent Wealth
Management Firm we our able to source the best investment managers and
ideas for our private clients. |
| Execution & Investment Performance Monitoring. Once the investment
mandates and benchmarks have been defined, this is followed thoroughly and
tactical asset allocation is complied with. A robust reporting system helps us
track performance based on the state of the art and accurate performance
measurement techniques. This allows a client to compare the performance of
their investments in a uniform manner. |
| Risk Management. Based on proprietary quantitative models developed in-house,
we are able to reduce the risk in our client portfolio thereby, optimizing the return
per unit of risk taken by our Private Clients. |
Our other core advisory practices.
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If you wish to find more details about the above then you could either contact our Gurgaon Or Mumbai offices OR drop us an email at
celebratinglife@clientassociates.com
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