Wealth Management

The Advisory division of Consortium Securities is run as a separate division and is a SEBI Registered Investment Advisor. The group has a separate distribution division for distribution and execution of financial products including Mutual Funds, Shares, etc. 

As advisors, we create customized and personalized investment solutions for our clients in order to create and preserve wealth. Our primary responsibility is risk management and we believe returns are an outcome. In order to do this, we use time tested principles of asset allocation and diversification. By maintaining an open architecture, it doesn’t matter to us where the investment idea originates or who executes it as long as it’s a good product and a good fit. Our responsibility is to evaluate the product thoroughly and present our recommendations to the clients, so an informed decision can be made. 

WHY CHOOSE US?

Client First

We believe in building long-lasting relationships, which is built on the principle of putting client interest first.

Open Architecture

Product suggestions can come from anywhere and we evaluate all products first on merit and then client suitability.

Risk Management

We believe that returns are an outcome and what we can try and manage are the various risks both at an instrument level and at the portfolio level.

Net Returns

In our view, what matters the most is post tax post fees net return to clients and that is what we obsess about the most.

People

Our most important asset is our people and by aligning employee and client interests, it drives higher customer satisfaction and longer term relationships.

Reporting & Analytics

We use industry leading portfolio solutions for reporting & monitoring and our team does an in-depth periodic review on portfolio strategy with all quants.

PRODUCTS & SOLUTIONS

Financial & Goal Planning

Personalized innovative solutions for creating & preserving Wealth. ...

Mutual Funds

Mutual funds end up accounting for a large part of client portfolios given the transparency, liquidity and tax friendly structures. With our expertise, in depth analysis and selection criteria mutual fund are first filtered on the basis of merit and subsequently on the basis of suitability from a client portfolio perspective.

Fixed Income

Fixed income is for safety and given our obsession with post tax post fees return, we are able to build customized fixed income portfolios for our clients ranging from treasury management to post-retirement cash flow planning.

Equities

Equities are the biggest wealth creators and this is our forte. Given our experience, background, network, and well-defined stock/fund selection process we are well-positioned to continue to deliver sustainable growth in client portfolios.

Alternative Investments

As an advisor, we work with multiple bankers and distributors to offer our clients investment options in non traditional products such as venture funds, private equity funds, hedge funds, REITs/InviTs, structured products, etc. We follow a rigorous selection process from a merit as well as suitability standpoint.

Family Office Services

A comprehensive solution to manage your family’s wealth management objectives and priorities. We act as the Prime Advisor representing “your interests” and engage with your existing advisors, distributors, bankers and third party product managers.

INVESTMENT PROCESS

CASE STUDIES

Case Studies available on request. For more information or any questions, email us at customercare@consortiumwealth.in  

The information in this section is for the Advisory division of Consortium Securities Pvt Ltd which is a SEBI Registered Investment Advisor. 

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