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Mutual Fund |
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Way2Wealth Advantage |
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Advice from Experts
Our mutual fund team members have significant experience
of advising investors through various market cycles. The team
comprises high quality professionals with experiences spanning
assignments in Asset Management companies, private banking and
other financial distributors.
We offer a choice of mutual funds spanning all investment
objectives and asset classes.
Our approach to mutual fund investments is advisory based
as opposed to transaction based. The advisory approach is
extremely systematic and comprises of the following 4 steps: |
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Background Profiling: This is done through
completion of a questionnaire which covers demographic as
well as financial information. |
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Risk Profiling: The client’s risk appetite is
assessed through proprietary risk calculator in
conjunction with the background profiling |
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Model Portfolio Creation: Based on the risk profile
as well as investment surplus a model portfolio is
suggested to the client. At this stage if the client has
an existing portfolio a restricting is also suggested |
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Review /Rebalancing: At periodic intervals, the
client’s portfolio is reviewed for concurrence with the
investment objectives and rebalanced if required. |
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Research |
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W2W has a dedicated team of research analysts
specializing in mutual funds. This is a unique feature
not found in many other firms. The team comprises
analysts from different fields such as economics,
statistics and finance among others. This diverse
background helps us to analyze funds and performance
on a variety of parameters both conventional as well
as unconventional. We have developed a proprietary
ranking of mutual funds which is a combination of
quantitative and qualitative factors. The team is
equipped to serve both institutional and retail
clients. Our research includes independent objective
analysis as well as interactions with fund managers
and asset management companies.
Our research output includes daily performance
reports, weekly and monthly updates, special focus
articles as well as quarterly portfolio updates. The
research calls are disseminated to clients through SMS
Alerts, phone and email.
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Superior Client Servicing |
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We service clients from a variety of backgrounds including
retail investors, HNIs, corporates, trusts, banks and
Government agencies. |
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Premium services customized for the unique needs of HNI
clients are also available |
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Post account opening, a dedicated Relationship Manager is
assigned to you, who works towards understanding your
needs and ensure the delivery of appropriate products and
services. He/she would be the single point of contact for
all your business needs and will keep you updated on the
macro developments as well as on your portfolio
performance. |
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Specialized Corporate Advisory Desk |
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Corporates and Institutions require specialized
advisory on treasury strategies. Our team members on
this desk have extensive experience in servicing such
clients. In addition we also have significant
expertise in helping employees of Corporates with
their financial and tax planning needs.
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Account Opening |
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To help select the best funds and complete account
opening and application:
Call our branch office nearest to you, or
Email us at
contact@way2wealth.com.
Our relationship manager will get in touch with you to
help you select the best fund. Investment thorough us
would involve the 4 steps as mentioned above.
We invite enquires from Corporates and
Institutions for their treasury requirements and
financial planning needs of their employees.
We also invite applications from sub-brokers who would
like to be associated with us.
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Reach a relationship manager for
advice: |
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