4. WHO WE ARE
We Prioritize Your
Priority At Konﬁdo !
We Are Konﬁdo Advisors wealth
drivers since 2003
Our ambitions are long term, we drive our objectives
with our sound exploration, latest technologies and a
solid market threshold erudition.
Established in 2003. We have been smelted by fine
market (economics) and coarse ones. Today we
have molded into thoroughbreds offering superlative
solutions to our patrons.
We have journeyed jointly with one thousand eight
hundred clients and counting They are business
houses, HNI’s UHNI’s and Fortune 500s. We have
endowed on them their profound financial
10. OUR OFFERING
We provide cash and investment management solution as per the firm’s
investment policy framework with the objective to earn the best risk adjusted return.
The Investment policy provides a framework for management taking into account
the permissible assets allocation, criteria for security selection, risk metrics for
portfolio construction (Sector limits, credit rating, mark to mark limits, etc.)
Concentrate without a compromise of Cash flow requirement, Liquidity, tolerance
to mark to market limits time horizon of capital availability
Incubators | Corporates | Business Houses
11. OUR OFFERING
We believe in strong domain knowledge is critical to understand to deliver clients
Positioning client’s investment is our core, which will deliver a better alpha with highly
concentrated on tax efficient, as we believe taxation kills clients portfolio.
Our strong research team helps us provide the comfort to take critical decisions when
optimizing the risk reward equation.
Our investment activities monitors clients portfolio and keeps you up to date on key
news and events in the financial world, ensuring you to a comprehensive source of
advice and solutions
Assets allocation is the crux to developing a successful and strategic investment
portfolio that is unique to each private client.
Investment advisory team or the private wealth manager will devise assets allocation
strategies personalized to fit your risk and reward profile.
Our intent is to generate the extra alpha
13. WHY CHOSE US
TAILOR MADE SOLUTIONS FOR
HAWK EYE MARKET MONITORING
TO SCHEDULE THE PERFECT PRODUCT
MARKET STEALTH WATCH
TO DELIVER OPTIMUM RESULT
ADVISORY TO SPIN SURPLUS
GROWTH IS PERPETUAL AND
FALL IS AVOIDED
WE ARDENTLY FOLLOW OUR CORE VALUE SYSTEM- PATIENCE AND NO SHORT-CUTS
14. HOW ARE WE YOUR MONEY SPINNER
Highly Accurate research
Design portfolio for life
We are abreast with the
volatile market and we ensure
Launch the prototype
Rolling out a prototype is like trying a new pair of
shock absorbers in your vehicle, once set the client will
only reap benefits.
This is a periodic process along with our
strong research team, to ensure our
information is fool proof.
We create solutions with the best
method that works for years
We are This painstaking process
of aligning our patrons goals and
designing a portfolio undergoes
strong research and client
Developing the portfolio
We build relationships and we make
sure your money works for you, wealth
cannot be made in a day, making the
right decisions will ensure we will
create and manage wealth long term
for our patrons. The option of going
direct could save you some money but
choosing us will earn you more.