Advisory Services | Kummetha Investments

Advisory

Services

Get the right Advice

How can we initiate, What's our method of involvement?

Comprehensive financial solutions available in a multitude of varieties.

Our advisory services platform operates on a fee-based model that prioritizes objectivity and ensures a genuine alignment of interests. Within our advisory services, we provide comprehensive guidance for your overall portfolio, allowing you the freedom to make your own choices when it comes to execution.

The fusion of impartiality and alignment is at the core of our proposition, stemming from the unique structure of our engagement model.

Equity

We offer a range of equity-based investment products such as Direct Equities, Mutual Funds, Portfolio Management Services, Derivatives, Alternate Investment Funds, Structured Products, and Global Investments.

Fixed Income

You have a choice encompassing primary and secondary market Fixed Income instruments, Mutual Funds, Debt-based Alternate Investment Funds, Tax-free paper, debt-oriented and Structured Products.

Alternatives

We provide opportunities to invest in niche private investment ideas via Private Equity and Venture Capital Funds and unlisted Equities.

Insurance

We offer a host of insurance solutions encompassing Life and General Insurance in addition to expertise in Global Health insurance solutions.

Our open architecture approach ensures that we conduct extensive due diligence and understand each product prior to collaborating with an investment partner/manufacturer.

When you need a 'portfolio approach' rather than a 'product-oriented' engagement, our advisory services may be the perfect fit for you. Our advisory services proposition is a truly unbiased engagement platform that seeks to offer a real alignment of interest. The focus is to look beyond just a transaction and utilize our collective wealth domain expertise and infrastructure to work towards your sustained satisfaction.

Our platform capabilities are equally engineered to create solutions that put you first.

Also, given the fact that you may have multiple wealth partnerships, we offer the ability to execute transactions on a platform of your preference.

Through our equity advisory platform, we introduce a forward-thinking approach to the world of equities, characterized by a consultative engagement model. We prioritize your individual risk tolerance, investment preferences, and investment horizon as the foundation of our offering.

The fundamental investment philosophy underpinning our equity advisory desk involves a comprehensive assessment of:

Quality of the business
Size of the opportunity
Share of the Industry/growth
Valuations/Margin of safety

We construct a personalized investment portfolio tailored to your distinctive background and specific characteristics, instead of conforming to a standardized model portfolio.

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Investment Policy

Portfolio Outcomes

Stratagic Asset Allocation

Tactile Asset Allocation

We provide a comprehensive suite of tailored financial solutions to a wide array of clientele, including entrepreneurs, company founders, CXOs, as well as professionals like doctors, lawyers, and certified accountants. Our services also extend to family offices and corporate treasuries.