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Wealth Management

Our Focus

We Focus on your Wealth, So you can Focus on your Life!

Wealth Management 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 those goals a reality through the combination of our expertise and experience.

True Wealth Management advice is not building spreadsheets, but it comes from getting to know you. At Acuwealth Advisors, we create custom plans with your unique situation in mind. Our customized wealth management plan will encompass goals planning, asset allocation and risk management solutions.

Our Services

Investing for Goals

A comprehensive goal based approach will take into account your entire financial picture and can act as a map for how you might go about creating and reaching your financial goals. Having a plan can help you be more confident that you are prepared to weather the ups and downs along the way.

Retirement Planning 

To most, retirement only means that they no longer need to go to work everyday. But to the smart few, it’s an opportunity to live life to its fullest and without bounds. We help our clients live more enjoyable lives with a little help from smarter financial planning.

Asset Allocation 

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon.

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

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Planning your Investments
  • Defining the goals
  • Establishing Risk Appetite
  • Reviewing existing investments
5
Building Portfolio
  • Asset Allocation
  • Portfolio construction aligning to your goals
  • Selecting best fund managers, investment ideas and insurance plans
6
Hassle Free Investing
  • Setting up your investment account
  • Online/offline investment execution options
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Portfolio Monitoring
  • Portfolio reports, anytime, anywhere
  • Robust reporting
  • Investment Taxation Reporting
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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 Advisors is an independent advisor who values alignment of interests with our client families above all else.

Asset Allocation

The proper alignment of one’s assets with their intended use is critical to investment success. Therefore, we work with our clients to establish an appropriate asset mix, given their investment goals, 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 with you will be built on mutual respect, trust and our commitment to your success. As this relationship grows, we will maintain strong communication through timely blogs, annual/periodic portfolio reviews and ongoing personal contact. We make ourselves available to our clients at all points in time.

Feel Free to contact us