About Assay Investments
We are Assay. The word ‘assay’ means the testing of a metal or ore to determine its ingredients and purity. Imagine this metal was your portfolio of investments. Its quality will determine its potential.
An assay is a test of a substance to find out how pure it is. We assay your investments by measuring risk reward and expectations. Our goal is to assay your investments to enable wealth creation, to help you achieve your goals in life.
Our Philosophy
We define our approach by knowing what matters to you. We’re here to help you create wealth through collective wisdom. We assay your investments to unlock their true potential.
Asset Allocation and Managing Risk along with Return expectations is our key philosophy in managing your wealth.
Mission
Our expertise and services address various types of investment needs according to your future goals. We help investors navigate through various risks they are exposed to and create a framework to effectively preserve and grow their wealth with limited volatility.
Our Approach
We are seasoned advisors who focus on the long term, and on creating value. We operate as a partnership, internally and externally. This makes us transparent and fair in our exchange with our clients. Our approach to wealth creationdoesn’t just focus on delivering returns to our investors but also aims to do so by taking relatively low risks.
Process
Access to Financial Services Ecosystem
- Strategic Advisory
- Network Effect
Understanding Your Needs
- Risk Profile
- Return Expectations
- Time Horizon
Financial Health Check up
- Risk Management
- Assets
- Liabilities
Bird Eye’s View on Portfolio
- Bank
- Demat
- Physical
- Nominations
Asset Allocation
- Fixed Income
- Equities
- Alternates
Execution
- Account Opening
- Digital Transactions
- Online Portfolio Viewing
Review & Monitoring
- - Monthly Statement
- Quarterly Meeting
- Yearly Rebalancing
Our Team
We are a team of seasoned professionals with cumulative experience of more than 50 years.
We specialize in investment management, Direct Equity and alternate investments.