Investment Services
Our Focus
We focus on your wealth, so you can focus on your life!
Investing is a long-term endeavor, you need someone to walk with you each step of the way, helping you navigate the financial landscape. The money decisions you make today lay the foundation for a successful lifetime and legacy. If you are serious about accumulating wealth, we want to help you make that a reality through the combination of our expertise and experience.
At Acuwealth, we suggest the right investments keeping your unique situation in mind.
Acuwealth operates as an AMFI registered Mutual Fund Distributor.
Our Services
Mutual Funds
Mutual Funds provides a cost effective and professional way to participate in equity investing in India. Its a highly regulated product with excellent transparency and liquidity at all points in time.
Corporate Deposits & Bonds
A secure way to grow your wealth by investing in the choicest of corporate bonds and fixed deposits. It brings stable growth and steady income to your portfolio of assets.
Insurance
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.
Engagement Model
Establishing Objectives
- Defining the needs
- Establishing Risk Appetite
- Reviewing existing investments
Building Portfolio
- Asset Allocation
- Portfolio construction aligning to your goals
- Selecting best fund managers, investment ideas and insurance plans
Hassle Free Investing
- Setting up your investment account
- Online/offline investment execution options
Portfolio Monitoring
- Portfolio reports, anytime, anywhere
- Robust reporting
- Investment Taxation Reporting
Periodic Reviews
- Periodic reassessment of goals
- Tracking progress vis-a-vis target
- Regular review of investment portfolio
- Portfolio re-balancing based on valuations
Our Beliefs
Capital Markets create wealth
We believe that by investing in good quality businesses, every investor can participate in the economic growth of the country. Over the last 25 years, Indian equities have provided an annualized returns upwards of 15%, which will continue in the coming decades.
Long Term Orientation
We believe successful investing requires a long-term focus. Our investment management process is grounded in the belief that investing for the long term shouldn’t be based on tips or hunches but hard economic facts.
Timing the Market Doesn’t Work
Trying to predict what will happen in the market adds risk, costs and uncertainty with no additional expected return.
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch.
Investment behavior is crucial
How we manage our emotions is a significant factor on investment success. Keeping your emotions in check can have a considerable impact on your long term results and sustainability.
“The dominant determinant of real-life, long term investment outcomes is not investment performance, its investor behavior” – Nick Murray
Our Guiding Principles
Our guiding principles are the cornerstone on which our successful wealth management advisory business has been built over the years.
Fiduciary perspective
Acuwealth is a registered Mutual Fund Distributor who values alignment of interests with our client families above all else.
Asset Allocation
We work with our clients to ensure they maintain an appropriate asset mix, given their investment needs, time horizon, risk tolerances, liquidity requirements, tax status, and investment restrictions.
Tax Efficiency
We believe that tax optimization and tax deferment helps to add sizeable savings to the portfolio. We look for tax efficient investments and are mindful of the tax impact on portfolio changes.
Communication
Our relationship built on mutual respect, trust and our commitment to your success. We will maintain strong communication through timely blogs, annual/periodic portfolio reviews. Above all, we are always a phone call away.