Investment Planning

At Maruti Wealth, we develop customized, diversified, tax-efficient tailormade portfolios, which fulfill your financial plan & transform your investments to wealth.

We build custom portfolios for our clients based on a deep understanding of their goals and objectives - derived by our financial planning approach. Asset allocation and global diversification are employed in an attempt to maximize risk-adjusted returns. We believe in long-term investments, we review & monitor underlying investments periodically. We rebalance portfolios as and when required depending on client's need. We make periodic tactical changes to adjust to changing market conditions.

Our approach for Investment Management:

• Investments should align with Financial Plan and with guaranteed returns to achieve life goals

• Successful investing plan for a long-term disciplined approach.

• A multi-strategy approach which mitigates market risk.

• Tax efficient investing leads to greater long-term returns

• Rebalancing instruments & taking advantage of market opportunities.