About Us
Achieve Financial Freedom with Common Sense Investing:
Investing doesn’t need to be a hard, often it is just about having the right information and knowledge to take the right investment decisions. Its about having a commonsensical approach to make your hard-earned money sweat harder for you and deliver that alpha consistently. Timing the market ? No, its about time in the market that makes all the difference. Your money invested needs to generate positive returns accounting for inflation and purchasing power parity, thereby accomplishing compounding returns for you over a time duration. Some key considerations that needs to be kept in view as you make your investment Journey, that can be used as guardrails for being successful: Personal finance should be personal. Make financial decisions based on your personal goals and values, not on societal pressures or what others are doing Don’t be a slave to FOMO (fear of missing out). Stick to your investment strategy, and don’t be swayed by others’ short-term gains. Aim for financial independence, not just growing wealth. When you can wake up and do whatever you want to do, that’s a sign of success. As you make more money, it’s okay to spend more money. But people get into trouble when their spending outpaces their income growth. You can move the goalposts, just not too fast. Wealth accumulation is about being average for an above-average period of time. The duration of your investment is more critical than the size of your returns. Beyond everything focus on what makes you and your family happy, and use money to do that more.
Mr. Abhishek Sheth... Founder and Partner - AlphaAssure
These considerations in your investment journey will help you a great deal in building an enviable
portfolio.
A calibrated and thoughtful approach would be to adopt the various tools and techniques used by a
financial planner to guide you through the process. There are Professional financial planning / Investment
advisors available who have the wherewithal to help you take the right investment decisions
The financial advisory market in India is currently valued at approximately $3 billion and is projected
to grow at a compound annual growth rate (CAGR) of around 13-15% over the next five years. is projected
to grow at a compound annual growth rate (CAGR) of around 13-15% over the next five years.
The financial advisory market in India can be broadly segmented into:
Wealth Management: Catering to high-net-worth individuals and
ultra-high-net-worth individuals
Retail Financial Planning: Serving the middle-class and mass affluent segments
Corporate Advisory: Offering financial guidance to businesses and institutions
Robo-Advisory: Providing algorithm-based, automated financial planning services
These considerations in your investment journey will help you a great deal in building an enviable
portfolio.
A calibrated and thoughtful approach would be to adopt the various tools and techniques used by a
financial planner to guide you through the process. There are Professional financial planning / Investment
advisors available who have the wherewithal to help you take the right investment decisions
The financial advisory market in India is currently valued at approximately $3 billion and is projected
to grow at a compound annual growth rate (CAGR) of around 13-15% over the next five years. is projected
to grow at a compound annual growth rate (CAGR) of around 13-15% over the next five years.
The financial advisory market in India can be broadly segmented into:
Wealth Management: Catering to high-net-worth individuals and
ultra-high-net-worth individuals
Retail Financial Planning: Serving the middle-class and mass affluent segments
Corporate Advisory: Offering financial guidance to businesses and institutions
Robo-Advisory: Providing algorithm-based, automated financial planning services.
Founder with Private Banking and Financial Investments veterans:
How it all started...
Abhishek started his career with Kotak Securities in 2005 as a HNI (high networth) Team Lead, managing the Central Mumbai cluster overseeing Branches and Franchisees. The role besides driving business objectives was to empower the branches and the franchisees to realise their business goals, while being customer centric.
Year 2008 saw one the worst downswings in market history and he was witness to people from all walks of life (paan waala, auto waala to corporate executives ) who had applied for RPower as retail investor, loosing money. There was an overall pall of gloom and doom in the investor community and people had lost confidence in the markets.
Witnessing this life changing event, he made a resolve to bring about guiding clients transparently, educating them with the right information and tools, impart financial planning to all discerning clients in his journey of investments.
He also had memorable stints with MF Global and IIFL securities as Regional head and Head of Online Broking channels and managed Yes Bank Partnership channel
.His career further took him to HDFC Bank Private banking and thereafter with Edelweiss Global Wealth whereby he was able to guide clients with exclusive advice of asset allocation, diversification and generate good overall returns
With this wealth of knowledge, experience and good network, wealth management was a natural fit and he was able to garner a very large loyal client base.
Generating Alpha for clients gave him immense satisfaction that clients could make wealth thereby building fabulous relationships.
As a natural fallout of the journey he finally decided to start a firm in 2017 and thereby Arham Financials was born. Alphaassure is a brand of Arham Financial.
