Understand Client Goals

We believe right investments begin with right understanding. We understand key life goals (retirement, children’s education etc) and the timeline for each goal.

Assess client risk profile

Right investment is not about returns but how comfortable one is. We understand clients risk profile and ensure investments match financial capacity and emotional comfort. Map investments based on risk profiling.

Establish investment objective

At Poorna Wealth we believe investments should be driven by clear purpose not market trends. We translate your goal and risk profile into a well-defined investment objective (capital preservation, regular income, appreciation, etc.)

Guide investors to shortlist funds

We help clients shortlist funds based on their investment objective and also by considering various parameters.

• Risk using Beta
• Consistency using Tracking Error
• Fund Manager skills using Alpha
• Efficiency using Sharpe Ratio
• Suggestions not based on market noise or hype.

Monitor Portfolio Regularly

Quarterly or Half-yearly or Event-based reviews studying performance of fund with relation to bench mark, peers and in relation to client needs and objectives.

Behaviour Biases

Through our ongoing engagement with clients, we will ensure they stay disciplined, avoid emotional decisions and remain focused on their long term financial objectives.

Discuss with clients whenever rebalancing is needed

At Poorna Wealth, we don’t believe in constant churning of Portfolio, unless it

• Deviates significantly from the intended objective
• When clients’ priorities change
• Change in risk profile of clients
• Consistent under performance of funds
• Extreme market rallies or corrections
• When nearing financial goals