We are a private investment office managing proprietary and third party advisory book based on customized asset allocation, comprising of public markets, unlisted equity and joint initiative investment with professionals.
In our public market portfolio, based on asset allocation for our own and third party clients, we invest directly and through funds in scalable, enduring companies with an impressive record of corporate governance and growth in earnings.
In our unlisted equity portfolio, we invest in angel / seed rounds and seek differentiated and financially sound businesses run by competent, committed and trustworthy entrepreneurs. We syndicate our investments, and invest individually and along with our advisory clients.
For our joint initiative investment, we aspire to partner with respected and proven professionals. We access our network to connect them with prospective customers and employees. Post building / scaling up stage, the same is shared for co-investment with our advisory clients.
Periodic review of portfolio – Fintegriti has a well-defined model of portfolio analysis, which helps in taking investment decisions ahead of the ever evolving and dynamic market movements of the economy.
Need based re-aligning of portfolio – Investing is a dynamic activity because of the ever-changing economic environment that creates investment opportunities. Similarly, Fintegriti follows market trends diligently and creates room for strategic realignment and re-balancing of portfolios keeping the long-term goal in mind.
Allocating your investments in different asset classes such as public debt, public equity, private equity and Fintegriti Capital incubated products is the key to successful wealth enhancement. However, choosing the right product mix depends on factors like time horizon, risk appetite, returns expectations, tax consideration and liquidity requirements which play a vital role in asset allocation.