Advised wealth management is charting a new course for investment management
Have you ever picked up the newspaper and read about
a great investment deal which you would have loved to
be a part of but could not access because the
threshold limit for investment was very high?
Have you wanted to invest as per unique investment strategies but never found any fund house that can offer you a product which follows such strategies?
Have you ever lamented the dearth of investment
products that can give you unique exposure and help
you build a diversified portfolio?
Has the minimum threshold limit for wealth advisory kept you away from wealth generation opportunities?
If your answer to any of the above is yes, then it is
time to rejoice.
A paradigm shift is currently underway in the
investment management industry. A shift towards advised
wealth and outcome-oriented solutions. In this new era
of advised wealth, you will be able to access an entire
suite of investment solutions that have been previously
inaccessible due to either minimal product-side
innovation or high investment thresholds. Further, these
solutions will be available to you in a transparent and
seamless manner, thereby engendering efficiency and
inspiring trust.
What does advised wealth mean for you as an investor?
Outcome-oriented and customised solutions
We live in an era where your thumbprint is your
identity, and you can do almost any transaction with
your thumbprint. Do you know why? This is because every
individual has a unique thumbprint. Just as your
thumbprint is unique, so are your investment style and
requirements.
Advised wealth platforms
like WealthDesk provide low-cost access to curated
WealthBaskets that are created by SEBI licensed
professionals (Registered Investment Advisors &
Research Analysts)that give you the desired investment
exposure and can meaningfully contribute to your wealth
building journey.
For example, assume that you are new to investing and
want to benefit from the wealth generation potential of
equities. However, you are concerned about equity market
volatility. In the erstwhile era, you would have had
limited options for investment and would inevitably need
to compromise. However, now you can easily invest in the
OpenQ Balanced Hybrid Equity WealthBasket
that dynamically allocates and switches investment
exposure between equity, debt, and gold, depending upon
the market situation. It also ensures that you get
superior quality quant research coupled with a truly
balanced portfolio that combines growth and stability in
the long run.
On the other hand, assume that you are a seasoned investor who wants to generate alpha by taking focused exposure to companies that will benefit from the Indian government’s Digital India initiatives on infrastructure building, delivery of services, and people empowerment. Previously, it would have been almost impossible for you to gain such niche exposure through expert fund management. However, now you can simply invest in the OpenQ Digital India WealthBasket.
Transparency and seamless access
For long, the investment management industry has
been associated with opaqueness and clandestine deals
that happen behind closed doors. Technology is now
turning the industry on its heels by inviting you, the
investor, into the hallowed halls of expert investment
management. The platformisation of investment management
solutions has democratised investment management and
ensured that customers have a 360 degree view of the
investment process. For example, if you invest in a
WealthBasket, then the investments that comprise the
curated basket are immediately reflected in your demat
account, thereby giving you full portfolio transparency.
You need not wait till the end of the month for a
factsheet to tell you the stocks that you own. This
ensures that while you have the benefit of advised
wealth, you also have full control of your investment
portfolio. A sweet deal indeed!
With advised wealth platforms like WealthDesk, there is no need to compromise. You can choose to invest in curated baskets that meet all your unique requirements and are available to you in a transparent and seamless manner.
