With hundreds of SEBI registered portfolio advisory services in India, how does one choose the right portfolio advisory services for wealth creation?
While choosing between many portfolio advisory services, it is important to partner with an expert that focuses more on wealth creation rather than wealth management. What sets R&R apart from others is our philosophy of wealth creation through value investing.
We strongly believe that wealth cannot be created overnight and hence conduct rigorous research and due diligence to curate a personalized portfolio that is tailored to your situation.
According to estimates, only 2 per cent of Indians invest in stocks and the average Indian investor is often confused, misguided or uninformed despite the fact that equities have delivered the best returns among all asset classes till date. Our objective is to change this scenario by busting the myths about equity investing and providing investors with the best portfolio advisory services in India with an emphasis on long term wealth creation.
Our investment methodology rests on the below-mentioned 5 pillars of wealth creation:
- A well-balanced and diversified portfolio of 15-20 high-growth potential investment opportunities backed by rigorous research and due diligence
- Absolute return strategy
- Using the power of compounding for wealth creation by investing for a long term
- End to end solution
- Focus on educating and empowering investors about healthy long-term investing habit
The following table depicts why R&R is one of the best portfolio advisory services in India:
| No. | Investor Profiles | Ground Reality | Why R&R Portfolio Advisory Services Is Best Suited For You? |
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| 1 | I am a mutual funds investor |
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| 2 | I invest in PMS services |
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| 3 | I have an Independent Financial Advisor |
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| 4 | I have a broker who advises and executes trades for me |
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| 5 | I do my own analysis and research |
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| 6 | I do only daily / short term trading |
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| 7 | I don’t have huge investible amount to invest in Equities |
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More About Research & Ranking
Since inception, R&R has educated, empowered and realized the financial goals for more than 6000+ investors by offering a tailor-made equity portfolio advisory services based on their profile.
Our equity portfolio advisory service is backed by detailed research comprising of team of in-house research analysts with a collective experience of several decades. Despite the uncertainty surrounding equities in 2018, the model portfolio recommended by our equity portfolio advisory services has delivered an outstanding returns of 77.96% in just 32 months.
We are a part of the Equentis Group that was incorporated in the year 2009. Currently. R&R is led by the team of passionate and knowledgeable 90+ professionals with 3 offices across India.
Read more: How Long-term investing helps create life-changing wealth – TOI.