| Wealth managers |
Multi Family Office |
| The business model of most Wealth Managers is predicated on earning commissions when they sell you products. As such, they have a vested interest in selling you a particular product |
We operate on a fee and profit share model. As such, our incentives are aligned with you. We serve as “gatekeepers” or discerning buyers of securities, as opposed to brokers/sellers |
| Wealth Managers work with a generalised and mass market approach |
Our approach entails deep, highly customised interaction with a select number of individuals/families to create customised investment strategies that will fulfil their financial goals |
| With Wealth managers your interaction is principally at the Relationship Manager level |
We employ no Relationship Managers. With us, you deal only at a Principal to Principal level |
| With Wealth Managers, your involvement is typically restricted to approving purchase of a security. |
With us, families can choose the level of involvement they would like to have in context of building and managing the investment portfolio |
| Wealth managers offer portfolio tracking and basic level reporting |
We provide detailed and incisive reporting and analytics. We deconstruct sources of performance e.g. Asset Allocation v/s Security Selection. |
| Product knowledge typically resides at the highest level of a Wealth Management firm. However, investors typically deal primarily with Relationship Managers - many of whom have very limited knowledge of the product, and are incentivized to sell it |
High-calibre team of analysts with deep domain knowledge and expertise, with no interest in selling a product |
