We are enablers in your quest for wealth generation through investment in equities. Led by SEBI-registered investment advisor Ritwik Rai (Regn. No. INA000011875), we help you achieve long-term wealth goals. Our focus is on helping the small, risk-neutral investor achieve his wealth goals via direct equity participation. While several avenues are available to the retail investor, we believe the greater problem the retail investor faces is not one of choice, but of confidence. While everyone with an interest in the stock markets has heard of the benefits of compounding, few have been able to allocate sufficiently to equities to benefit to the optimal extent due to inadequate confidence in their advisor’s/ fund manager’s ability to extract returns from the market.

 

Most discussions around investment in equities, from fund managers/ advisors insist that the benefits of investment shall only be available in the long-term; and the retail investor is mostly ridiculed if he asks about performance in a quarter or a year. We believe this ridicule is completely unwarranted and self-serving, and the need of the retail investor to witness performance in the near-term (a quarter, or a year) is a valid one – for one can’t wait for 5/10 years to decide whether his chosen fund/ advisor is sufficiently capable to provide longer term returns.

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Further to this, we disagree with the conventional wisdom that benefits of equity investment and the thought invested therein can only accrue in the long-term. We believe that for a small investor who is agile, benefits can be visible in shorter-term cycles and the experience of one’s unique position can help the investor make better capital allocation decisions.

 

Thus, our evaluation cycles are short-term (3 months for each “Volume”), our services are limited to advisory (money invested stays in client’s personal account of his choice, and execution responsibilities remain with him), and there is complete freedom to terminate the services at any point. Our approach not only makes trials very easy, but is also differentiated from most other advisory/ fund entities – thus there are obvious benefits of diversification resulting from investment style.