Research-First Investments Firm
Truly Personalised Advice
An analysis of your unique requirements that goes well beyond basic risk-profiling & goal-planning.
Direct Access to Central Insights
Via our proprietary Research Management Solution (no loss of insights due to RM-dependent communication)
The Best of Both Worlds
Boutique-firm DNA & Ethics, combined with Institutionalised Processes & Research Methodologies.
A shift in perspective
View investments from a Fund Managers lens (as compared to the traditional Wealth Managers Lens)
Truly Personalised Advice
Investment's tailor-made to your unique requirements
- IME Investment Mandate: An analysis of your unique requirements that goes well beyond your goals & risk-profile
- IME Interactive Reports: An analysis of your entire wealth in one common interactive dashboard
IME Research Management Solution (RMS)
A Direct Transfer of Insights from our Unbiased Central Research Team
- One database for all stakeholders: Research, RMs & Investors
- Centralised communication: Unbiased insights, with unmatched transparency & knowledge sharing
- FM-led Investment Insights: versus RMs with sales incentives
Best of Both World's
Boutique-firm DNA/Ethics + Institutionalised Processes
Boutique-firm DNA & Ethics
- True Customer Centricity
- Focus on Long-term Relationship Building
- Founder with a Fund Management (not sales) background
- 100% owned by the founder (no external shareholder pressures)
- No Quarterly/Annual Sales Targets
Top-AMC led Institutionalised Processes
- Research-first Investment Approach
- Global Asset Management (vs WM) Best-practices
- Entire Range of Invesment Options
- FM-driven Research & Due-Diligence Methodologies
- An Insiders Perspective into Investment Funds
Wealth Management from a Fund Managers Lens
Focus on what is truly important for wealth creation
- Focus on true drivers of wealth creation: Trends, Economies, Businesses (as compared to an inordinate focus only on fund selection)
- Rigorous fund analysis: On the basis of global best-practices & Level 3-5 trends
Connect with Us
Discover the value of investing via a research-first (vs. a sales-first) investments firm.
Connect with us via an instant Appointment Booking, our Live Chat or WhatsApp us at +91 9632007774