Our Co-founder has an extensive experience of working in Sales Product and investment functions across larger banks and institutions. Hence, at Accumen, we have adopted the best practices in terms of professional approach from larger firms leaving aside the negatives, i.e. usual bureaucracy or sales target approach taken by large organisations. Accumen takes pride in working in a completely conducive solution oriented manner.
We do not run monthly or annual targets and focus on the right investment solutions for our clients on the basis of the client risk appetite, investment objective and product suitability. We also aim to provide continuity and stability of banker – client which is the issue clients face a lot with larger firms. We are happy to give clients our views on transactions which they wish to execute with other wealth managers. Our success ultimately depends on our ability to get things right for our clients.
- Net-worth Assessment
- Risk Profiling
- Asset Allocation
- We offer you an array of following products services suited for each of your investment needs.
- Mutual Funds
- Equity PMS – UNIFI Capital
- Govt and Private Bonds / Preference Shares
- Equity Shares Stock Lending & Borrowing
- Alternate Investments – Private Equity & Real Estate
- Transaction / Execution Services
- Choice of multiple financial institutions for Loans
- Unlisted Shares
- Offshore Investment Opportunities for NRI clients and Resident investors (Under the Liberalised Remittance Scheme route)
- Private Equity Fund raising, Investment in Start-ups
- Real Estate – Primary & Secondary, Structured Real-Estate (Residential & Commercial)
- Trust and Estate Planning
- Investment opportunities in Distressed Assets through one of the largest ARCs of India
Our Wealth Management Proposition includes the following elements:
A basic client registration form is what is required from the clients initially, this can be mailed at firstname.lastname@example.org . After inputting the client details in the system the operations department at Accumen generates a pre-printed BSE Star MF registration form. Client needs to mail back the scan image of signed BSE Star MF registeration along with the Canceled Cheque.
For clients who are not KYC complied the KYC form along with the relevant supporting documents will be required in physical form for individuals and Non individuals. The relevant forms can be downloaded from the link below:
Click to download
- Accumen Registeration form (For Individuals)
- CKYC & KRA KYC Form
- Accumen Registeration Form (For Non-Individuals)
- KYC (Non-Individuals)
- KYC Annexure (Non-Individuals)
Investors (both individuals and non-individuals) once registered on the Accumen Platform are provided with a log-in Id & Password basis which they can both view their portfolio (MF and listed instruments) as well as transact on line. Even if the clients are not comfortable with net-banking they can place transactions online and deposit the cheque in favour of “Indian Clearing Corporation Limited” which is the settlement platform of Bombay Stock Exchange in any of the following Bank accounts of ICICI Bank or HDFC Bank
Client portfolio reviews are done once in a quarter for all clients, on an ongoing basis also whenever required in terms of change in market scenario or any corporate actions (AMC Sale / fund manager change / scheme merger) we do review all our client investment portfolios
We at Accumen do release our Market Outlook / Update once in 3-4 months. It contains an overview of major global and domestic events,
Asset class performances, Current Market valuations and outlook on Equity and Debt markets. In addition to this we also share
some interesting third party institutional research reports / experts views which we like in our update titled – “What are the
Institutions / Experts Saying”.
Any other major market events we do send an update to our investors on mail. In addition to this we have a Broadcast group on whatsapp for market updates / any interesting read or data points which we come across.
Clients can send us their detailed Consolidated Transaction statement from CAMS website from the following path- (www.camsonline.com > Investor services > Mailback services > Consolidated Account Statement – CAMS+Karvy+FTAMIL+SBFS > Detailed (includes transaction listing). We can upload this statement on our systems and thereby show a consolidated detailed MF portfolio to our clients. We can also upload listed bonds / stocks and Fixed Deposits investments of our clients.
As our platform is online even NRI clients can invest through us. We also have tie-ups with International Funds for dollar denominated leveraged bond funds and equity feeder funds which can be of interested to NRI investors.
We currently operate as a Mutual Fund distributor and hence do not charge the investors. We get brokerage from the product manufacturer Asset Management Companies / Portfolio Management Services Provider. For Details of our Brokerage please visit the disclosure section.
Any product which we offer to a clients is selected post proper due diligence process. We have always evaluated products looking at future merit of performance rather than past performance. We believe in putting 5 good and different thoughts in client portfolios rather than 5 best performing funds basis historical track record. Continuity of the key persons, stability of the investment team and client retention rate is of extreme importance to us.
Investment Process and Philosophy, Management Quality, Promoter / Sponsor Background is also one of the important parametres which we look at. Alignment of interest (Skin in the Game) of product providers is also an important parameter which we look at. Post our due diligence process we also take feedback from relevant institutions, wealth management firms, Institutional Equities Firms, Competition and investors.