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CONTROL WEALTH ADVISERS

SEBI Registered Investment Adviser (INA000019442) offering comprehensive investment advisory services to individuals, families, and businesses.

Investment Philosophy

Our investment philosophy centers on a robust asset allocation framework. We strive to achieve superior risk-adjusted returns by carefully selecting a combination of low-correlated asset classes.

Data driven mathematical approach from portfolio selection to deployment to rebalancing

Investment Strategy

Diversification: Spreading investments across various asset classes (Equity, Debt, Alternate) and sub asset classes (Equity: Across Market Cap, Sector, Style; Debt: Across Maturity, Credit Quality) to reduce risk.

Active Management: Managing portfolio actively between asset classes and sub asset classes via proprietary model that adapts to changing market conditions.

Model Portfolio Approach: Curated list, which is created after detailed analysis of quantitative and qualitative parameters of all the funds across categories.

Risk Management Framework: Incorporating Investment Policy Statement (IPS) that provides guidelines to ensure investment discipline.

Long-Term Growth: Focusing on investments that provide sustainable growth over time with less churn and high conviction philosophy.

Principles

Client Centricity & Fiduciary: Putting clients’ interests first in all decisions.

Transparency: Clear communication and full disclosure of all fees and risks.

No commissions: Only fee-based advisory approach that eliminates conflicts of interest and ensures unbiased advice at all time.

Services

Financial Planning

  • Risk Profiling
  • Financial Assessment
  • Identify Goals
  • Retirement Planning
  • Term Insurance Corpus Plan
  • Balance Sheet
  • Tailored Financial Plans

Investment Strategy

  • Tailored Asset Allocation
  • Risk Management
  • Portfolio Construction
  • Tailored Product Selection
  • Research Backed Funds
  • Best Investments Ideas
  • Investment Policy Statement
  • Existing Products Review

Wealth Management

  • Portfolio Monitoring
  • Consolidated Reporting
  • Regular Reviews
  • Portfolio Rebalancing
  • Tactical Allocation
  • Performance Tracking
  • Execution & Advice

Value Add Services

Insurance & RE

  • Term Insurance
  • Term Insurance Corpus Plan
  • Key Man Risk
  • Health Insurance
  • Existing Insurance Analysis
  • Real Estate Advisory

Estate Planning

  • Will Review & Preparation
  • Will Execution Services
  • Trust Formation
  • Trust Management
  • Document Preservation

Tax & NRI Advisory

  • Tax Strategies
  • Legal Compliance
  • Tax Implications
  • NRI Investment Advisory
*Offered through reputed partners.

Our Approach

Risk Profiling
A questionnaire-based risk profiling assigns scores to each question asked. Based on your aggregate score, we will assign an Investor Profile (e.g., Conservative, Moderate Growth, Aggressive Growth, etc.).
Financial Planning
We will analyze your current financial situation, identify your financial goals, and develop financial plan/Strategy to realize such goals.
Strategic Asset Allocation & Investment Policy Statement (IPS)
We will tailor the strategic asset allocation based on your goals, risk tolerance and risk capacity, along with applying our risk/reward assessment framework across asset classes and sub asset classes. The IPS will be framed concurrently to define guidelines for operating the portfolio.
Creating a Portfolio
We will evaluate your existing holdings and restructure them as needed to align with your goals and the rules set in IPS. Additionally, we will recommend funds for your portfolio from our curated list (Model Portfolio), which is created after detailed analysis of qualitative and quantitative parameters of all the funds across categories. These funds are reviewed and updated on a quarterly basis.
Service Support
We will assist you in executing investment advice and consolidate your financial data to provide comprehensive reports.
Monitor, Review & Rebalance
We will utilize the state of art wealth tech platform to monitor your portfolio. Additionally, rebalancing and tactical allocations will be conducted according to the changing market conditions and guidelines in your IPS. All these allocation models are data driven.

Your Wealth. Your Vision. Our Expertise

Wealth is not created in a short span of time. Investing is a long-term game, and we understand that navigating this landscape can be complex. That’s where our expertise comes in. We will guide you throughout your entire investment journey to achieve sustainable outcomes.

Open Architecture
By offering no in-house products, we avoid conflicts of interest, allowing us to bring you the best fund managers and investment ideas available.
Robust Investment Advisory Process
Our practice is driven by high quality processes and a disciplined approach to investing. We are data-driven and avoids emotional biased decisions.
Fee based Advisory Services (We advise, not sell)
No commissions, only fee-based advisory. This approach eliminates conflicts of interest, ensuring that we provide unbiased advice and act in the best interest of our clients in a fiduciary capacity.
Bespoke Solutions
Every investor is unique, with different financial needs and risk profiles; hence, they need a tailored investment strategy, and this is where we specialize.
Financial Wellness
We aim to enhance your financial literacy and guide you towards responsible financial behavior. We help you understand how to manage, save, and invest your money wisely.
Control your Wealth
With our robust digital platform that generates detailed portfolio analytics and comprehensive reports, you can easily track and monitor your progress. We help you take charge of your wealth.

Our Price

We charge only upon approval of your financial plan or strategy and assurance in our methodology.

We offer two fee structures: ‘Asset Under Advice (AUA) Fee’, charged quarterly in advance for a 3 month period, or a ‘Fixed Fee’, charged semi annually in advance for 6 months period. The choice of fee structure depends on your AUA.

For an AUA below INR 0.20 Cr, the ‘Fixed Fee’ structure will apply. Once your AUA reaches INR 0.20 Cr or above, the ‘AUA Fee’ structure will apply. Clients on the Fixed Fee mode are required to switch to the AUA-based mode upon crossing the INR 0.20 Cr threshold.

Fixed Fee

INR 9,000/- for 6 months irrespective of AUA

AUA Fee

Based on slabs starting from 0.70% per annum
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