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.
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.