Surplus Management

Never ask anyone for their opinion, forecast, or recommendation. Just ask them what they have—or don’t have—in their portfolio.

― Nassim Nicholas Taleb
Antifragile: Things that Gain from Disorder

WHAT we provide our clients in this space is

  • An Open Architecture led full suite of products so that there is no lack of availability of products in this digital age.
  • Risk profiling led asset allocation based on what the client expects from their investments.
  • Rigorous Portfolio construction and product recommendation along with Periodic portfolio reviews

But what makes us stand out from the crowd is on the HOW. We believe in,

  • A Transparent Fee based product agnostic relationship management model.
  • A business model devoid of any conflict of interest.

To summarise, any business model where the product is paying the advisor to recommend it to the client is fundamentally flawed.

Business families are also realising that while the core business is important, how funds generated from there are managed matters, too. The question of how much to invest or plough back in the business and what percentage kept for the family is not easy to answer. Succession planning can sometimes have a deep evaluation of whether the firm or parts of the firm be put up in the market inviting investments. To take care of wealth for each family member, manage corporate and family governance, succession planning and taxes, can be a one-stop solution for all family matters.
The emergence of fintech companies has also paved the way for tremendous opportunities. Fintech companies are able to offer economical and effective automated services to fund managers and management companies, allowing them to access a range of financial services without needing to hire a bunch of managers.
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