Investment Process
Arhaum Enterprises(Indian Wealth Management) has a team of highly experienced professionals from different industries. This expertise and knowledge enables us to provide the best investment experience and desired returns to our clients.
Our designed investment process provides a structure that enables our clients to understand the investment strategies and philosophies to achieve their financial goals.
The steps involved in our investment process are:
- Personal Investment Priorities: To understand the personal investment goals, Asset allocation, consideration for liquidity and other personal needs. Hence, this stage is primarily to consider different assets and investment options.
- Research & Analysis: Once structure for assets and investments is decided the next step is to research and analyze various options and their suitability. Here, the main goal is to research different industries, securities and markets with the purpose of meeting our investment needs.
- Market & Risks: Before moving further, the study of market situation and risks is very essential. It prepares us for the future uncertainties.
- Valuation: This step enables us to understand the present value of our future gains.
- Portfolio Construction: This step requires expertise, experience and knowledge of securities, market trends and valuation.