Founder

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Devendra Bairathi

Devendra is a SEBI Registered Investment Adviser (INA000004039) and provides investment advisory services to retail clients, senior executives, entrepreneurs and family offices. He has 18 years of work experience in investing, consulting and technology sectors. Before starting his entrepreneurial journey in 2009, Devendra worked with Deutsche Bank, Stern Stewart & Co, SAP and Infosys. He is passionate about investment and has developed several algorithm based investing systems for Indian equity markets. He is B.Tech. (Gold Medalist) from IIT-BHU, Varanasi and MBA from ISB, Hyderabad. 

Why Us?

Investment Style

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We provide systematic long term customized investment advisory to our clients. We follow five principles to manage and advise investments. 

  • Well defined, documented and researched quantitative investment process 
  • Discipline
  • Risk Management 
  • Asset Allocation
  • Patience to see the investment growing steadily

Our Strengths

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Fee Only Advisers - We are "Fee Only" advisers and hence do not offer any commission based product.

Quantitative Investing - Each one of us has different investment goals and risk appetite and hence we use personal connect to understand your specific needs and than use quantitative investing methods to manages your wealth. 

Trust and Transparency - We work with you in a transparent manner to build your long term wealth. 

Any Time Accessibility - You have direct access to a qualified Investment Adviser for all your investment needs.

Risk Management

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  • Dynamic Asset allocation based on your risk profile
  • Investments into fundamentally strong companies
  • Diversification across asset classes and sectors
  • Real time monitoring and management of your investments
  • Well defined exit plan for under-performing investments
  • Risk analysis using Sharpe ratio and max draw down