If you can look at your Financial and investment portfolio with a 360-degree wealth management perspective, you will find it confoundingly intricate. In the complex web of rising and falling stock, share, equity, mutual funds, and markets full of complicated financial instruments, you wish you could have a financial and wealth management expert like Chanakya – King Chandragupta Maurya’s most trusted advisor.

Fortunately for you, a modern-day corporate avatar of Chanakya in the form of Cautilya Capital Services LLP’s extraordinary team led by Ashok Devanampriya, the Founder and Director, is here.

What is more, you do not have to take our word to believe in the power of Cautilya as its clients won’t stop praising the Firm or its Certified Financial Planner and Level-1 Chartered Financial Analyst, Mr Yogesh M. Mhamane. 

You Are Our Only Focus

*Mr Nand Goswami, a Retd Officer at Hindalco Industries Ltd, says, “I’ve been associated with Yogesh for more than 12 years. It has been an amazing experience since then. He is a dedicated expert, has complete market knowledge, and has designed tailor-made solutions. He has helped me with a healthy portfolio with good returns.”

Similarly, Vidyashankara, an executive with Accenture, says, “I have been associated with Yogesh for the last three years, and the experience has been phenomenal. He has helped me to set up my portfolio. His knowledge of Mutual Funds is commendable. Very humble and provides customer-centric support.”

Describing Cautilya, Ashok says they are a Wealth Management Company located in Bangalore and a one-stop financial solution for all your investment needs. They started their operations in 2021, and currently, they manage about ₹100 crores of assets spread across mutual funds, PMS, AIF, Quant Models, etc. Over 400+ clients are served, including salaried classes, corporates, Institutional, NRI, etc.

Most of their Wealth Managers have more than 15 years of experience dealing with wealth products. Ashok claims, “We have one of the most capable R&D teams backing up our best-in-class technologies. We focus on our client’s risk appetites as we assist them in achieving their financial objectives. When you trust your money with Cautilya Wealth, you can rest assured that it is being managed with care. We prioritize data analysis to minimize risk and optimize returns while considering tax implications.”

The Leadership for Happiest Times

Ashok is a seasoned stock market investment professional with a decade of experience in investing and trading. He preaches the concept of Techno Fundamental Analysis of stocks to generate better returns and long-term growth in Indian equity markets. He is also an algorithmic trader in the Indian derivative market.

Before the idea of entrepreneurship caught his thoughts, Ashok was associated with companies like SAP, TOYOTA, i2 & TALLY. He has 15+ years of experience in Solution/Product Management, SAP for Banking, SAP for Finance, SAP FICO, Business Consulting, and New Product Development using agile methodologies. He has delivered many complex projects in investment banking, automotive, consumer electronics, Life Sciences, Oil and Gas, and FMCG industries across North America, Europe and Asia Pacific Japan.

Ashok holds a bachelor’s degree in Mechanical Engineering from PES Institute of Technology in Bangalore – India, and an MBA in Strategic Planning from Edinburgh University – United Kingdom. He got his specialization in Effective Asset Management from the University of Illinois Urbana-Champaign.

The Lord of Wealth Empowerment

On the other hand, Yogesh has over 20 years of expertise managing the wealth of HNIs and UHNIs; he manages an AUM of ₹400 million. Over the course of his career, Yogesh assisted clients with financial planning, risk analysis, portfolio advisory and restructuring, retirement planning, and taxation. He assists clients in building their portfolios to maximize returns post-taxes with an equal focus on risk management.

In his praise for Yogesh, a client, Manjunath BS, VP at JP Morgan Chase Pvt Ltd, says, “Yogesh has been my advisor for the last six years. Helped me to plan my investments. He understood the agenda of my needs and planned my kid’s education and my retirement.”

Yogesh has worked with organizations such as Bajaj Allianz Life Insurance, Way2Wealth, Karvy Private Wealth, and SPA Capital Services. Now, he heads Wealth Management Division at Cautilya Capital Services.

Another client, KP Rao, Senior Principal at Applied Intelligence, says, “Yogesh helped me plan my investments the right way. Very transparent and trustworthy. I have also referred a few of my friends to him.”

Yogesh holds a bachelor’s degree in Mechanical Engineering from Marathwada University in Aurangabad, Maharashtra and an MBA in Marketing from Swiss Business School.

One more client, Rahul Singh, a Salesforce Consultant, says, “I have been associated with Yogesh for the last ten years. The experience has been great. He holds direct knowledge regarding Finance and is one of the best Financial advisors.”

Ashok adds that Yogesh has been awarded the CERTIFIED FINANCIAL PLANNER^CM certification by Financial Planning Standards Board, India. He has also completed his Level-1 certification as a Chartered Financial Analyst in the USA.

Grabbing Opportunities for Your Prosperity

Sharing his inspiration behind venturing into the financial sector as a wealth management firm, Ashok says that the financial sector is a crucial aspect of the global economy. It offers a wide range of opportunities for wealth management firms to play a significant role in helping people make informed financial decisions and navigate the complexities of investing and wealth preservation by protecting their wealth through investment strategies, tax planning, estate planning, and risk management.

India’s economy is the fifth-largest in the world. India’s GDP is currently worth $3.75 trillion and is projected to reach $5 trillion by 2026. Over the past 20 years, the Indian equities markets have expanded at a CAGR of almost 17%. India is one of the fastest-growing economies in the world because of its strong and stable financial system.

“With all of the factors mentioned earlier in mind, I believed that there would be a demand for reputable wealth management firms that could handle the money of all of these HNIs and UHNIs and contribute to the success of India. India has more HNIs among BRICS nations,” says Ashok.

A Long-Lasting Success Relationship

Tapping this huge market, Cautilya is swiftly making its mark due to its three significant unique selling propositions.

*Experience and Expertise: Ashok says their wealth team comprises highly experienced and knowledgeable professionals, including financial advisors, portfolio managers, tax experts, and estate planners. “Recognizing that each client’s financial situation and goals are unique, we tailor our services and investment strategies in the client’s best interest and prioritize their financial goals,” he adds.

*Track Record of Success:

Team Cautilya’s clear and transparent communication with clients, explaining investment strategies, risks, and fees comprehensively, has helped build trust with clients, leading to a strong track record of consistently delivering positive results over time.

*Integrity: “We always act in the best interests of our clients, never putting our own interests before theirs. We value forming lasting relationships with our clients and work diligently to meet their financial objectives,” states Yogesh.

For Wisest Financial Decisions

Further sharing the immersive benefits of their services to their clients, Ashok and Yogesh say, “By giving them a more accurate and dynamic picture of their wealth, we assist our clients in better understanding their financial status. This will assist clients in making wiser financial decisions and feeling more confident about their future.”

Sharing her experience, another client, Ms Kinjal Patel of TCS Bangalore, says, “It has been three years with Yogesh, thus can any day trust on him regarding investments. Very supportive and kind-hearted person. Has been a wonderful association with him.”

Yogesh continues that other benefits of their services include Tailored Financial Planning, Access to exclusive investment opportunities, regular performance reviews, tax optimization, risk and investment management, and holistic wealth management, which ultimately gives the client peace of mind.

In his praise, Vivek Sawant, Regional Director, says, “My earlier experience with Financial advisors was not that great. Then, I met Yogesh through one of my friends. He helped me map my financial status. Very prompt, humble, and well-informed. Periodical reviews of investments are a bonus. He is now like a family member, more than an advisor.”

Trouncing the Troubles

However, Cautilya’s transition to a mighty financial and wealth management advisory firm was not without challenges. Ashok says that it wasn’t simple to put up a wealth squad. Initially, building a clientele was a major hurdle, followed by talent acquisition to provide excellent guidance and service to the clients to build trust and credibility. One more major challenge was economic and market volatility which affected the performance of investments as well as clients’ confidence. In recent times, the major challenges are robot advisors, digitalization in wealth management, and compliance issues.

Tech-Advantage

Being an experienced leader, sharing his opinion on how technology is transforming the wealth management sector and what advancements can be expected in the future, Ashok says that technology is playing a key role in the transformation of wealth management companies. To better understand the client’s financial needs and ambitions, wealth managers are increasingly turning to data analytics. Using this information, they can create individualized financial plans and find investment possibilities matching their customers’ risk appetite and goals.

Artificial Intelligence (AI) and Machine Learning are used in portfolio optimization, risk management, and fraud detection. Wealth management services have become increasingly accessible through mobile apps and online platforms, which allow clients to track their investments, complete transactions on the go, and obtain financial advice, making wealth management services more widely available.

He adds, “Some specific advancements that we can expect in wealth management are the rise of robo-advisors, the use of blockchain technology, etc.”

A Vital Guidance for the Lifetime

When probed about how crucial wealth management services are today, Ashok says that with a wide range of investment options and strategies available in the current market, it can be challenging for individuals to make informed financial decisions independently. Consequently, wealth managers enter the picture.

The average lifespan of humans is increasing, which means, working life is shrinking. This necessitates retirement planning in addition to other long-term financial goals. This is a complex and daunting task, and wealth managers play a crucial role by providing valuable guidance and assistance.

The cost of living is rising, so people need to be more careful of their finances. Wealth managers can help people design budgets, track their expenses, and save for the future.

His advice to the aspirants willing to venture into the wealth management niche is simply pragmatic. ‘Building long-term relationships and networks, earning relevant certifications such as CFP and CFA, and staying updated with industry trends. Last, be ethical and professional and adopt a client-centric approach.’

Your Time is Now

According to Ashok, there are some distinctive qualities a trustworthy wealth management company must possess.

Financial expertise: The company should have a team of experienced financial professionals who understand the markets, investment products, and tax implications.

Client-centric approach: The company should focus on meeting each client’s specific needs rather than selling their products or services that may not be appropriate.

Transparency: The company should be transparent about its fees, investment strategies, and performance track record.

Ethics: The company should maintain a high level of ethical standards and should not disclose clients’ confidential information.

Winning Future Continues

Regarding the future, Ashok says that envisioning scaling the range of services of Cautilya Capital Services to clients requires careful planning, market research, and a clear vision.

The company plans to step into new markets, both domestically and internationally. This would allow the firm to reach a wider range of clients and grow its business. The team is developing new services and solutions that complement clients’ present offers in accordance with market research and customer needs, setting us apart from competitors, for Ex: Quant-based Models. “Before launching our new services and products, we plan to do a pilot test with a selected group of clients to gather feedback and make necessary adjustments if required,” concludes Ashok.

Cautilya Capital Services Awards and Accomplishments:

• Top Partner Meet Award to Ashok Kumar A, from Max Financial and Axis Bank, Business Year 2022-23.
• Certificate of Appreciationfrom HDFC Mutual Funds, 2022-23.
• Outstanding Performance Awardto Ashok Kumar by Max Life Insurance, 2022-23.
• Certificate of Gratitude and Appreciation, 2022, by Franklin Templeton.

For more information, please click on www.cautilyawealth.com or email us at [email protected] or connect with us @6360105784.

The post Cautilya Capital Services LLP: Your Growth-Progress-Success Enrichers via Disciplined Investment appeared first on Insights Success.