Know More – The Transcend Way
| Grow the money tree. The tree of money that will bear fruit to you and your generations over time...it cannot happen overnight, it takes time, a lot of time and that is right. That is our philosophy; the way we manage money and that is what we invite you to experience. |
► Money management philosophy: Simple time tested methods
► Independent & Unbiased Advice: 100% in your interest only
► With you for life: All the way!
► Geographical Distance: A total Non-Issue
► Transparency: Unheard & Unseen
Money management philosophy: Simple time tested methods
► The idea is wealth creation. It is science & knowledge augmented by simple & time tested effective methods of investments.
► Creating wealth is a mix of science and art. It is not buying adhoc mutual funds, insurance policies, equity shares, trading in futures and options etc.
► It is about process & strategy and not a transaction or a myriad of transactions.
► It calls for patience and conviction but also a professional approach towards managing money. The journey to wealth creation begins by making a structured strategy and then following it through.
► The strategy is robust enough to steer our assets across changing financial and economic environments.
MANAGING money today, almost certainly requires more skills than MAKING money.
Independent & Unbiased Advice: 100% in your interest only
► Independent, Unbiased and Right Advice is paramount to us. Thus everything we do revolves around this guiding ethos.
► We do not represent any financial institution and hence are in a unique position to totally focus on our customers and provide them with expert & unbiased professional advice.
► We are a company specialising in independent Financial Planning & Wealth Management consulting services and are amongst the first companies offering such services in India, since April 2004.
With you for life: All the way!
► The relationship you have with us is for life. People change and so do seasons, we will be with you all the way from one generation to next and you see this from day 1.
Geographical Distance: A total Non-Issue
► Geographical distance is irrelevant in the way we work.
► We serve customers all around the world from our office in Mumbai.
► Our advice and recommendations can be provided via a mix of email, phone, web-conference or any other preferred means of communication. You can be sure of unbiased, expert and professional advice.
Transparency: Unheard & Unseen
► If you prosper, we prosper. That’s the way we work. Fees are linked to profits you make; 100% performance oriented fund management.
► We call a spade; a spade. You will note that we will be unflinchingly candid about matters and situations. We will never write or state or do anything just to please you or anyone else if it is not financially prudent.
► Financial decisions need to be done with objectivity and not emotions. We will guide you through over emotions and empower you to take the right decisions. To that extent we never recommend anything in which we do not have our own money invested.
► Be it written advice, oral advice, reports, reviews, evaluation, fees you can be sure of transparency that you have not witnessed before.