Empowering Growth Through Customer Centric Wealth Solutions
The Allocation
Conundrum
0+
Mutual Funds
0+
Global Funds
Over 0
PMS, AIF’s
Our Core
Competency
Capital Allocation
Manager Selection
Risk Management
Factor Investing
The Distinctive Approach
of Growthfiniti
Creating risk budgets.
Traditional wealth firms
Your RM is busy selling you products.
Implement an investment strategy based on the GrowthFiniti Efficient Frontier
Traditional wealth firms
Whose portfolios may not cater to your specific needs.
Distinctive tax efficient portfolios curated and matched with prolific and consistent fund managers
Traditional wealth firms
Which have a stronger incentive to sell high-commission products
Deliver a consistent top down strategy which is alligned to customers
Traditional wealth firms
Bottom up strategy where RM's decide what to sell
At Growthfiniti Wealth, we envision a future where financial empowerment transcends boundaries, where your journey towards prosperity is guided by a team of very experienced professionals.
Bhavesh Sanghvi
CEO
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. We curate portfolios that compound over time. This requires a systematic and a disciplined approach over long periods of time.
Our asset is a 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 a strong position as a trusted service provider of wealth solutions amongst all stakeholders and clients.
When it comes to investing, knowledge & experience is a necessity. At every step, we aim to empower our customers with the required knowledge to help them make better decisions.
Money Trends December 2024
Domestic equity markets rose initially on expectations of policy easing by the RBI following the weaker-than expected GDP figure in the second quarter of FY25 of domestic economy. Meanwhile, the RBI monetary policy committee In its Dec2024 policy meeting kept repo rate unchanged at 6.5%for the eleventh consecutive time but reduced the cash reserve ratio by 50bps to 4.0% to boost liquidity.
Wealth Creation in a Dynamic Financial Landscape
In today’s dynamic and ever-changing financial landscape, wealth creation requires a combination of sound principles, innovative strategies, and the ability to adapt to new opportunities…
Market Outlook for 2025
India’s growth story remains intact, powered by structural reforms, expanding global competitiveness, and robust economic resilience. Explore key insights and strategies to navigate the year ahead.
Client Testimonials
I am grateful for the exceptional services provided by Growthfiniti Wealth as a retired individual seeking professional guidance for managing my wealth. They consistently exhibit a disciplined and meticulous approach, crafting a personalised investment strategy that preserves capital and delivers impressive risk-adjusted returns.
Mr Amitava Bala
Retd. General Manager (Materials & Contracts) IOC Rajkot
“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
Business Consultant, Alumnus IIM KOLKATA, Class of 1990
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