The Emkay Wealth Approach towards managing Wealth
At Emkay Wealth we know that creating wealth is not easy. It is a long & hard journey. Hence it is even more important that the wealth that has been created is well sustained for yourself, your family, and your business.
With over two decades in the sector of financial services, we have experienced diverse clientele and situations. This has enabled us to offer you the right aids to better manage your money through adequate financial planning, profitable investments and ideal asset management techniques. Our knowledge of the market of over two decades, with its ups and downs and our quick response to them has made us what we are today – a reliable partner & a guide, providing you wholesome solutions for sound financial growth. Our credible counselling helps you to adopt the most fruitful strategy, suitable to meet your specific financial goals, to help you gain the best returns.
With over two decades in the sector of financial services, we have experienced diverse clientele and situations. This has enabled us to offer you the right aids to better manage your money through adequate financial planning, profitable investments and ideal asset management techniques. Our knowledge of the market of over two decades, with its ups and downs and our quick response to them has made us what we are today – a reliable partner & a guide, providing you wholesome solutions for sound financial growth. Our credible counselling helps you to adopt the most fruitful strategy, suitable to meet your specific financial goals, to help you gain the best returns.
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Strong Leadership
Superior Risk Management
Strong Research & Execution
Estate & Succession Planning
Strong Leadership
Founded in 1995 with a clear goal of offering sound research-backed financial advice Emkay Wealth Management has successfully served a wide variety of highly distinguished clientele around the world. With our highly experienced team of leaders & wealth experts, we are sure you will find the right coach by your side who can be your guide for generations.
Superior Risk Management
Our core philosophy towards building your wealth revolves around how we can mitigate risk while maximizing returns. Portfolio diversification that enhances value by broad basing asset classes and focusing on bottom line protection through well thought through asset allocation is how we try and build a personalised roadmap to wealth. Our proprietary model Enhanced Efficiency Model or ENEF Model brings together return based factors as well as risk-based factors while attempting to identify the potential performers.
- Greater than 15% price movement in a month triggers review of the stock
- Focus on Liquidity risk
- No use of leverage
- Monthly portfolio review
Strong Research & Execution
At Emkay, we pay great emphasis on research. In fact, our research team has won several awards owing to its meticulous approach. We believe research becomes even more crucial at the preservation stage since risk appetite comes down significantly here, as compared to the accumulation stage.
Regular execution and overseeing along with continuous research ensure your portfolio is well-protected and risk mitigation is at its peak, Further, technology-based monitoring adds to our team’s execution prowess, serving as an additional tool for market environment updates and swift risk mitigation.
Regular execution and overseeing along with continuous research ensure your portfolio is well-protected and risk mitigation is at its peak, Further, technology-based monitoring adds to our team’s execution prowess, serving as an additional tool for market environment updates and swift risk mitigation.
Estate & Succession Planning
Our approach of creating solutions that best match your unique goals extends to this wealth management stage. We help you devise a strategy that ensures your wealth is transferred to stakeholders of your choice at an opportune time. This isn’t limited to will creation but also advisory related to setting up trusts, reorganising business interests, taxation, superannuation, and gifting.
This is an equally important stage as the previous two stages in your wealth management journey since it consolidates information and knowledge for your heirs, avoids inheritance disputes in the family, and ensures your wealth grows with the right stakeholders for years to come.
This is an equally important stage as the previous two stages in your wealth management journey since it consolidates information and knowledge for your heirs, avoids inheritance disputes in the family, and ensures your wealth grows with the right stakeholders for years to come.
