Mutual Fund Investments growth in India is outpacing the bank fixed deposit growth since many years, however, the overall penetration of Mutual Funds is still quite low in India as compared to developed economies. Above chart depicts AUM % to GDP ratio.
Low penetration clearly shows there is tremendous scope for growth and the Asset Allocation Strategy for Indian Investors needs to be revisited to ensure optimization of portfolio performance balancing risks and returns. Clearly, Investment portfolios for lot of HNI Investors are yet not optimized in India and are loosing in terms of their full potential.
We work with HNIs to create tailored investment strategies that help them achieve their financial goals with confidence and peace of mind.
Unlike large firms, we are in a position to provide personalized attention to our clients.
We believe that appropriate Risk Management is at the core of any successful investment strategy, hence, we devote time and attention needed by HNI clients understanding their financial goals, their current financial status and the associated risks.
We make tailormade solutions that are based on an individuals specific needs and risk-profiling. Our investment strategies are designed to achieve a balance between higher returns and safety of capital with the objective of achieving superior risk adjusted returns for our Clients.
We have designed special Investment Karts of High Performing Mutual Funds which have consistently beaten the benchmark. In case you wish to seek more information or for free Investment consultation session feel free to write us on WhatsApp +918826553046