Investment Approach
We at Consortium believe in following a portfolio approach, which endeavours to diversify a client's investments amongst various:
- Asset classes
- Geographies
- Sectors
We are traditional in our investment approach and do not encourage speculative transactions to our clients as we believe wealth is of no good if an investor is not able to sleep well at night. For instance, we do not motivate clients to take naked positions in derivative contracts. We do provide our clients, a platform to trade in derivatives but encourage participation in derivatives, only to hedge positions in capital markets.
"Derivative Contracts are financial WMDs (weapons of mass destruction) waiting to explode" - Warren Buffett
Our company advises what is in the best interest of the client and not our interest, as we believe in partnering with our customers for their wealth creation for lifetime.
Therefore, before every investment suggested to a client, we look at the following:
- Complete research and analysis of the product and
- Investment profiling of the client based on the client’s:
- Age
- Risk appetite
- Financial goals
- Investment Horizon
- Tax saving investments
- Present portfolio / investments and
- Client's past experience and knowledge of financial markets
We begin a relationship with our clients only after:
- Getting an "Account opening form" filled and
- After doing a complete Investment risk profiling
