Our Services
Wealth Management.
Target based approach
Your wealth needs to be managed just like the way a CEO manages his company by setting a sensible long term goal, creates a well thought out strategy, stress test the strategy and by creating reports to track the strategy.
Capital Protection
At Astute, the most important goal is to ensure that there is no capital erosion. Your capital is sacrosanct and we respect that to the hilt. By using an instrument called LEAPS, we make sure that every portfolio’s capital is completely protected.
Trigger based reviews
Reviewing portfolios is not just time based but situational. Any trigger that is caught on our radar is immediately looked into and necessary actions initiated.
Data backed advisory
The choice of products advised is based on mature analysis and understanding but not on fancy postulations. We do not believe in investments based on opinions. At Astute, every advise is backed by adequate amount of data analysis and past performances.
Safety Net and Estate Planning
Getting returns Is not the only objective in wealth management. As wealth managers, we believe that creating a safety net to protect the dependents life style and making sure that there is zero transmission loss during transition of wealth to future generation by robust estate planning.
Portfolio Corrections.
A lot of work in fewer things is what we do at Astute. We believe it’s far more important to avoid the wrong things when it comes to managing wealth than missing out on the right things. We fearlessly advise avoiding a few asset classes because asset allocation decides 90% of the direction in which the wealth would grow. Our data backed advisory clearly suggests the asset classes that needs to be embraced. In fact we have banned close to 9 Asset classes in our organisation just to ensure we stay on the right path of wealth management & don’t get into product selling. We extensively study the existing portfolios, analyse and suggest corrections if required and help achieve client’s investment objectives.
Tax Planning.
Developing strategies to minimise the amount of taxes you pay is an important component in managing wealth. Tax being the only free meal, our primary objective is to keep the pre-tax and post-tax returns difference as miniscule as possible. Our in-house rank holder CA’s are always on their toes researching on different tax instruments to maximise the post-tax returns.