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Enabling family wealth to fulfil its purpose
Wealth has a purpose that is often not well defined. We work with our clients in defining its purpose keeping individual circumstances in mind and then apply our investment acumen in ensuring that this purpose is fulfilled.
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Gate keepers to family wealth
We sit on the same side of the table as you, the investor, and offer informed advice based on our deep understanding of your financial goals and objectives. As gatekeepers to your wealth, we represent buyers of investment products, rather than brokers/sellers.
We vet investment opportunities by weighing them on a risk v/s reward basis, and select investments that will deliver the highest risk-adjusted returns on a post-fee, post-tax basis. As an indication of Acuitas’ rigorous screening process, since inception we have invested in fewer than 5% of the investments that we evaluated in detail.
We bring the same level of expertise, experience, strategies, monitoring and analytics to wealth preservation and growth as entrepreneurs/CEOs bring to their operating business.
Based on your financial objectives, and keeping in mind your unique circumstances, we plan asset allocation and accordingly invest across relevant asset classes.
Our Investment Management practice includes Asset Allocation, Evaluation of investment alternatives across all asset categories, Risk Management and Portfolio Monitoring and Reporting.
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| What’s in it
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| As a client, it means professional handling of your corpus in a manner that is directed at fulfilment of pre-defined objectives, with the ability to calibrate your level of involvement in the process. |
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