Corporate presentation for Konfido Advisors wealth management

Konfido
Advisors
Synonym Of Trust
We Prioritize Your Priority
At Konfido
We Set Your Money To Work While You Get To Indulge Into The Caviar .
ABOUT US
WHO WE ARE, AND WHAT WE DO
WHO WE ARE
We Prioritize Your
Priority At Konfido !
We Are Konfido Advisors wealth
drivers since 2003
www.konfido.in
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
sovereignty.
We Prioritize Your
Priority At
Konfido !
We Are Konfido Advisors
wealth drivers since 2003
WHO WE ARE
www.konfido.in
OUR CONSUMPTION
www.konfido.in
32 5 142
Employees
Wealth Managers
Offices Monthly Box of pizzas
Accolades
WHERE CAN YOU FIND US
Bengaluru
Coimbatore
Calicut
www.konfido.in
Chennai
Hyderabad
OUR FOUNDER
www.konfido.in
“Strategy is not a fancy business jargon, it is clarity that sees
beyond immediate tactical accomplishments”
Sathya Devaraj
OUR OFFERING
OUR OFFERING
www.konfido.in
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
OUR OFFERING
www.konfido.in
We believe in strong domain knowledge is critical to understand to deliver clients
demanding requirements.
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
Individuals
WHO WITH US
www.konfido.in
Over 14 Years We've Been Partnering With The Top 500
WHY CHOSE US
www.konfido.in
TAILOR MADE SOLUTIONS FOR
EVERY PATRON
HAWK EYE MARKET MONITORING
TO SCHEDULE THE PERFECT PRODUCT
MARKET STEALTH WATCH
TO DELIVER OPTIMUM RESULT
PRUDENT APPROACH
ADVISORY TO SPIN SURPLUS
GROWTH IS PERPETUAL AND
FALL IS AVOIDED
WE ARDENTLY FOLLOW OUR CORE VALUE SYSTEM- PATIENCE AND NO SHORT-CUTS
HOW ARE WE YOUR MONEY SPINNER
www.konfido.in
Research
Design
Development
Prototype
Survey
Solution
Highly Accurate research
Design portfolio for life
We are abreast with the
volatile market and we ensure
market ROI
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.
Targeted survey
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
ambitions.
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.
GRAPH- MUTUAL FUNDS
www.konfido.inFigures to be calculated in Cr
GRAPH- STRUCTURED
FUNDS
www.konfido.inFigures to be calculated in trillion
GRAPH- FDs
www.konfido.inFigures to be calculated in billion
GRAPH- INSURANCE
www.konfido.inFigures to be calculated in billion
GRAPH - BULLION
www.konfido.inFigures to be calculated in billion
CONTACT
E 303, Sunrise Chambers,E 303, Sunrise Chambers,
3rd Floor, Ulsoor Road,3rd Floor, Ulsoor Road,
Bangalore - 560 042.Bangalore - 560 042.
www.konfido.inwww.konfido.in
info@konfido.ininfo@konfido.in+91 78920 97182+91 78920 97182
Thank you
www.konfido.in
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Corporate presentation for Konfido Advisors wealth management

  • 2. We Prioritize Your Priority At Konfido We Set Your Money To Work While You Get To Indulge Into The Caviar .
  • 3. ABOUT US WHO WE ARE, AND WHAT WE DO
  • 4. WHO WE ARE We Prioritize Your Priority At Konfido ! We Are Konfido Advisors wealth drivers since 2003 www.konfido.in 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 sovereignty.
  • 5. We Prioritize Your Priority At Konfido ! We Are Konfido Advisors wealth drivers since 2003 WHO WE ARE www.konfido.in
  • 6. OUR CONSUMPTION www.konfido.in 32 5 142 Employees Wealth Managers Offices Monthly Box of pizzas Accolades
  • 7. WHERE CAN YOU FIND US Bengaluru Coimbatore Calicut www.konfido.in Chennai Hyderabad
  • 8. OUR FOUNDER www.konfido.in “Strategy is not a fancy business jargon, it is clarity that sees beyond immediate tactical accomplishments” Sathya Devaraj
  • 10. OUR OFFERING www.konfido.in 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 www.konfido.in We believe in strong domain knowledge is critical to understand to deliver clients demanding requirements. 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 Individuals
  • 12. WHO WITH US www.konfido.in Over 14 Years We've Been Partnering With The Top 500
  • 13. WHY CHOSE US www.konfido.in TAILOR MADE SOLUTIONS FOR EVERY PATRON HAWK EYE MARKET MONITORING TO SCHEDULE THE PERFECT PRODUCT MARKET STEALTH WATCH TO DELIVER OPTIMUM RESULT PRUDENT APPROACH 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 www.konfido.in Research Design Development Prototype Survey Solution Highly Accurate research Design portfolio for life We are abreast with the volatile market and we ensure market ROI 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. Targeted survey 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 ambitions. 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.
  • 17. GRAPH- FDs www.konfido.inFigures to be calculated in billion
  • 18. GRAPH- INSURANCE www.konfido.inFigures to be calculated in billion
  • 19. GRAPH - BULLION www.konfido.inFigures to be calculated in billion
  • 21. E 303, Sunrise Chambers,E 303, Sunrise Chambers, 3rd Floor, Ulsoor Road,3rd Floor, Ulsoor Road, Bangalore - 560 042.Bangalore - 560 042. www.konfido.inwww.konfido.in info@konfido.ininfo@konfido.in+91 78920 97182+91 78920 97182