Corporate Profile

Shraddha financial advisory is a highly ethical and truly independent financial advisory service focused on providing investment advice to high net worth clients. Our specialization is in Indian equities and all our advice are based on thoroughly conducted independent research. Our staff is exceptionally well-qualified and possesses deep expertise not only in financial analysis and research but also in micro-economic analysis, cash flow analysis, corporate governance analysis, technology trend identification as well as in statistical and mathematical modeling. Utilizing this multi-domain expertise, we have developed a (relatively) unique equity research methodology, particularly suited to the Indian markets. The methodology is a quantitative manifestation of the investment principles set by value-investing legends such as Warren Buffett and Peter Lynch. At Shraddha financial advisory, we successfully employ our methodology to invest our clients’ money in equities and to help our clients in achieving their long-term wealth-enhancement goals.

Key Figures

Assets under Advisory

Rs 1.5 crore

as on 1 April 2012

Regulatory Compliance

The advisory activities of Shraddha financial advisory fall under the purview of Securities and Exchanges Board of India (Investment Advisers) Regulations 2007. In addition to the Indian regulations, Shraddha also abides by the CFA code of ethics and standards of professional conduct.