At Asteya, we believe that discipline is the key to managing wealth, and ensure that an objective framework is in place to do that. We ensure that each of our client’s goals are written, after assessing their financial portfolios and objectives.
This entails discussions with them, post which we design and recommend strategic asset allocation in equity, debt, real estate, or other financial products. The selection and weight of asset classes has the desired effect on a portfolio’s performance. It is also a key element in managing risk.
We not only look at portfolio construction from a long-term perspective, but also make dynamic adjustments to take advantage of tactical opportunities and/or stay clear of near-term risks. At Asteya, we implement our advice with full investment discretion and responsibility, with an eye toward flexibility and timeliness.
Our active management approach helps in optimising the overall portfolio returns, while reducing volatility. At our annual review, if there is any change in the financial objectives, the client portfolio will be adjusted accordingly.
The PAT Principle
Performance in an Assured environment, in a Transparent manner.
We help our clients achieve their financial objectives according to the financial plan developed with them, which is regularly monitored and evaluated for Performance.
While we strive towards this goal, our endeavor would be to provide an Assured environment for our client’s wealth, not only from the point of whom you are dealing with, but also with strong systemic safeguards.
All this is enhanced further by our totally Transparent approach to the business. We regularly provide our clients relevant information which not only gives details of their investments, but also confirms that their investment mandate as mutually decided, has been adhered to.
We prefer simple products that are easy to understand for all. We work only on a fee-based model, and do not take any third party commissions whatsoever.
We do not charge or receive any third party commissions. We only charge a fee for the services we provide, with no hidden costs or expenses. Commissions, fees, incentives and revenue-sharing arrangements with third parties can be complex, and are not always clearly disclosed.
At Asteya, we have no affiliations or financial arrangements with third parties that might distort our objectivity or present a conflict of interest. In other words, we sit on the same side of the table as our clients.