Our Framework is founded on principles of comprehensive analysis of various factors. We leverage a combination of fundamental and technical analysis to assess the financial health, growth potential, and market trends of potential areas of investment. We thoroughly scrutinize financial statements, evaluating management competence, and assessing competitive positioning. Our framework also considers macroeconomic factors, industry trends, and emerging market dynamics to create a well-rounded approach. Continuous monitoring and adaptation ensure that our recommendation remain aligned with dynamic market conditions, enhancing the likelihood of successful investments.
Given that all of us have multiple goals, Multi Ark Wealth is geared towards providing you solutions for most goals that you may have. Our proposition is centered around your goals and the judicious mix of asset classes that make up your solution, which is tailor-made as per your risk profile and investment horizon.
Your goals could be short term like planning for your taxes or long term like planning for your child’s education and marriage, or your own retirement, which could be many years into the future. Our expertise lies in the ability to help you with most of your financial goals, by suggesting what is the optimal product mix that works for you.
Using an optimal mix of asset classes detailed alongside. Multi Ark Wealth can create a financial plan for you that is simple to understand. Here is a simple 4 step process that you will follow:
- The client takes our in-house ‘Smart-Invest Quiz’ risk profiler which acts as the foundation.
- Based on the Time Horizon and Risk Appetite, an Investor’s Profile gets designed.
- Finally, we implement our proprietary Asset Selection and Allocation framework, carefully tailored to adapt to dynamic market conditions, while also considering the key milestones in the client’s life; thus, finalizing the ‘Investment Strategy’.
- With the blend of time to goal objectives, individual goal based risk optimized portfolios are designed
Investments in securities markets are subject to market risk. Read all related documents carefully before investing. Registration granted by SEBI, membership of BASL and Certification from National Institute of Securities Market (NISM) is/does in no way guarantee performance of the intermediary nor provide any assurance of returns to investor.
SEBI Registration No. : INA000018504
BASL Membership No. : BASL2082
CIN : U67100MH2022PTC377409
Multi Ark Wealth Private Limited
Unit No. 101, 1st floor, Simba Tower, CTS No.67-A/1, Village Dindoshi, Goregaon, Mumbai- 400063
Email ID : Support@ArkCaps.com
Landline No. : 022-50054266