Our Leadership Team
Rajesh is Mechanical Engineer from IIT Kanpur and an MBA from IIM Bangalore. He has always had a passion for financial markets and brings with him, extensive experience of trading in various instruments across the globe.
Kunal is a Chemical Engineer from BITS Pilani and an alumnus of FMS, Delhi. He has a passion for innovation and technology. He pioneered a solution for Electronic Shelf Labels in 2004 using RFID, targeted to the retail segment.
Ashok is an MBA from IIM, Bangalore and a BTech (Hon.) in Electrical Engineering IIT, Kharagpur. He has 26+ years of experience in the financial services industry including equities, fixed income, currencies & commodities.
Satish is an Engineer from NIT Durgapur and PGDM from IIM Bangalore. Has more than 30 years of domain experience in Business Development various industry sectors like Energy, Infra, Steel and Industrial component business.
Our Core Beliefs and Principles
Sound Investment Methodology
To Maximize Your Returns
The first step in our methodology is to identify a broad set of diversified asset classes to serve as the building blocks for our portfolios. We continuously monitor various sectors and the markets to determine the optimal mix of our chosen asset classes by overweighting the ones in growth phase. Our endeavor is to maximize returns at each level of risk.
EXPERT ASSET ALLOCATION MAXIMIZES YOUR RETURNS
Determining Your Risks
It is necessary to pinpoint an investor’s risk profile in order to identify the ideal asset allocation. To assess an accurate profile, we have evolved a proprietary method that combines your risk tolerance, age & financial situation. At the same time, WealthSpring has simplified the process of building an accurate assessment profile by using a small set of targeted questions.
DRIVEN BY YOUR RETURNS, YET OBSESSED WITH YOUR RISKS
Rebalancing The Portfolio
We constantly monitor our clients’ portfolios to see if rebalancing is required. Need for rebalancing arises owing to changing market conditions, to which we respond by tweaking the model portfolio. At times, this arises because of relative price movements that distort asset allocation in the portfolio. We buy or sell securities to rebalance, provided it makes sense, after accounting for tax & trading costs.
WORKING 24X7 TO REBALANCE & HARVEST TAX LOSSES
WealthSpring uses cost-effective instruments such as Mutual Funds, Sovereign & Semi Sovereign Bonds and Large & Mid Cap stocks to represent each asset class in the portfolio. Our instrument selection strategy is to periodically review the entire population of Mutual Funds, Sovereign Bonds & Stocks to identify the most appropriate ones to represent each of the recommended asset classes.
RANKING & RATING MODEL FOR VEHICLE SELECTION