A Leadership Portfolio Inspires You To Achieve What You Aspire
Giving Wings To Your Financial Aspirations
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Leadership Portfolios
What are leadership portfolios?
Financial market history has taught us that great leaders create consistent compounding. Leaders create moats, consistency & deliver shareholder value That’s what we seek from our competent fund managers. They curate portfolios that compound over time. This requires a systematic and disciplined approach over long periods of time.
Reflects thought leadership
Our own asset is our sound management that reflects thought leadership. Our goal is to use these assets to build yours. Over the years, we have built a relationship with our clients that purely reflects trust and credibility. This has helped us seal our position as a trusted distributor of wealth products among our stakeholders and clients.
Our knowledge
When it comes to investing, knowledge & experience is a necessity. At every step, we aim to empower our customers with knowledge to help them make better decisions.
Client Testimonials
“The team has ensured to build a plan that is most suited to a retired professional like me. As an avid mountaineer I love trekking across the globe. I am able to achieve my dream while my investments are at work with the best guys in the profession”
Mr. Ulhas Deshpande
Retired Senior Corporate Professional & Entrepreneur
“The Growthfiniti Team explained to me and my family in simple layman’s language on how to create diverse investment portfolios, what risk management is, and provide financial guidance to a professional like me with a non-financial background. As a family we felt reassured and knew we are in safe hands as far as our hard-earned money is concerned.”
Dr. Amit Sanghvi
Cardiologist
With my two decades of experience in the financial world, predominantly focusing on P&L management, budgeting, planning & accounting, thanks to our busy corporate lives we are unable to focus on our investments which need an equal attention. I had the good fortune of meeting the Growthfiniti team, who really helped me plan my investments in the best possible manner. Their promptness and agility to address any issues is commendable. They are a dedicated bunch of guys and it has been an amazing journey with them.
Mrs. Poornima Subramanian
Chief Financial Officer at Reliance Nippon Life Insurance Company.
“I sincerely thank the Growthfiniti team for introducing me to the world of wealth management, and showing me how seamless, instant, and secure it actually is. The experience has been amazing due to the promptness of the team and the willingness to assist especially in the need of the hour.”
Mr. Karunakaran Mohanasundaram
Corporate Business Leader
“As an entrepreneur I understand the risks of my business, I have left it to the team at Growthfiniti to manage my investments well & the market risks that come with it. Appreciate, how the team patiently explained the investment process and made it sound so simple!”
Mr. Pratik Malkan
Chairman, Arpana Group of Companies
“From the onboarding to understanding the entire in-depth analytical process of choosing the appropriate funds as per my requirements, it seemed like a very smooth journey and left me with a feeling of absolute comfort. They value their customers and respect their aspirations, which is the most important feature, especially of a wealth outfit.”
Dr Mandar Nadkarni
SURGICAL ONCOLOGY, HEAD - BREAST ONCOLOGY, SURGEON - COLORECTAL ONCOLOGY
As a NRI based in the USA and serviced by several wealth firms earlier in India, from my personal experience, what makes Growthfiniti stand tall from the rest is their meticulous and thought leadership process. I can trust them with my investment decisions, even though I am miles away, as the team is so hands-on and has curated one of the most efficient servicing apps which allows me easy access to my investments with a click of a few buttons. This makes me feel empowered and secure.
Mr. Shekhar Rapaka
CEO (Fonterra, Malaysia) Alumnus IIM KOLKATA, Class of 1990
Why Growthfiniti?
To choose or not to choose, that is the question. And we’re here to answer that question for you. Here’s how:
Framework
We focus on. consistency, steady performance, low volatility, market barriers, and margin of safety which is our strong point. We believe it’s prudent to maintain a seamless thought process, preferring to choose quality over quantity.
Automated Process
Growthfiniti Fund Ranking Model encompasses and enables us to create a qualitative & quantitative score across the most consistently performing funds. We then deep dive to understand the ownership of the underlying portfolio to differentiate between the potential winners.
On-Demand Scalability
Our evidence-based investing strategy helps our clients to be responsive to the market, and offers them flexibility to adjust their portfolios based on several factors including “just knowing thyself” motto, their aspirations, their correct portfolio alignment to what they want to be delivered.
Risk Management
Risk management in short is Active as well as Passive. We focus on in-depth analysis of the investment approach & portfolio construction and to monitor various dimensions of investment risk assumed. The passive risk arises from our own response during the tough phases of markets which is crucial for determining long term outcomes.
5F Model
Our Five Factor Model — or 5F Model as we like to call it, includes meticulous yet humane aspects, which makes us stand out from the rest.
Long Term Outlook
Growth oriented portfolios deserve a long-term plan. Aspirations are endless — once we achieve what we desire, the next one arises. Whether you wish to enjoy your retirement, or leave a legacy for your next gen, you can count on us to make it happen.
Factual, To The Point
We will provide an honest answer to how your current portfolio is designed. We like to keep things simple, and to the point.
Do Few Things , Do Them Well
That is the motto we follow to the T. We help you achieve your financial aspirations with the help of our simple, minimalistic approach.
Customization Is the Key
The customization process for the funds that best fit your needs starts when you tell us about who you are. Your aspirations and the long term outcomes you desire.We will preview all the data presented and provide bespoke solutions on what is best suited for YOU!
Glocal Technology
Our proficient client servicing team is equipped with the best and advanced technology to deliver efficient services and ingenious solutions anywhere in the world. And that, too, in a few seconds. Our ultimate objective — a very delighted customer.
Rise Above "YOUR" Investment Challenges
In our 20+ years of experience, we have come across multiple challenges one may face: Whether its just dealing with portfolio drawdowns or your efforts to create a secure future or planning your legacy or creating financial security, to name a few. No matter the challenges you face, we relate with them, rest assured our experienced team is here to provide you customized solutions specifically to meet your needs.
The Leaders Desk
Growthfiniti Wealth is established with a vision to be that catalyst to not simply get richer, but live a more fulfilling life.
We aim to be a model for the type of world we’d like to live in: prosperous, diverse, sustainable, inclusive, and kind. As a purpose-driven, value-centric financial firm, we are focused on creating authentic and measurable impact on our client portfolios and secure their families financial future.
