Our purpose is making investing simple and fun. Traditionally investment is perceived as a daunting task meant only for avid market followers and analysists. Our purpose at Wealthclock is to make investing as simple as booking movie tickets online. Follow the 4/5 simple steps to a secure future. Happy investing!
We use two pillars to ensure that you create wealth in the manner best suited to you. These two pillars are:
Welathclock's algorithms will ensure that you invest in the right mix of funds and the right funds. The ideal mix will keep changing as per your requirements and maturity of portfolio.
Funds with proven track record of 10 years. This reduces short term bias towards any fund which have performed better due to market conditions.
Wealth creation is a long term process and we strongly believe that investing with a long term vision pays heft dividends. Hence we like funds in which the portfolio manager has been managing with minimum of 7 years.
We look at the weighted average performance of the funds over a 1, 3,5, 7 and 10 year period. Only the funds with high returns are picks
We look for funds consistency as an important factor and so we select only those funds which have beaten the benchmark on a consistent basis
We give equal emphasis on the risk the portfolio manager has taken. We apply the Information Ratio and the Sharpe ratio to determine the funds risk adjusted return.
There are really three things everyone needs to keep in mind when thinking about their own financial planning:
All three require decisions to be made constantly, whether these decisions are made consciously or unconsciously are up to you.
When are you most likely to do a reality check on your investments? Is it when they’re doing well? Or is it when the markets are down and you’re nervous? Chances are it is the latter, which may not be the optimal time to make investment decisions, particularly if emotions are high. That’s why taking the time to do an annual review of your investments and other financial matters makes sense. “Think of it as if you were driving on a dangerous road. That’s not when you check your brakes and tires. You do that before, so you know they are in good shape.”
An annual financial checkup can accomplish many things. You can stop and think about your family’s financial goals, such as saving for retirement, a house, or a child’s education. You can consider reducing taxes on your investments, protecting your income, or building a financial cushion. Once you are clear on your goals, you can then work on ensuring that you are investing appropriately for those goals.
Wealthclock makes investing simple, safe and convenient. We offer mutual fund investment and financial markets advisory over the friendly and interactive online platform that makes investing fun for all first-time investors. With the help of advance tools, detailed market analysis and team of expert advisors, Wealthclock ensures that the users are on top of their game. Come and watch your investment grow.
Wealthclock Advisors,
205, Regal Diamond Center,
Opera House,
Mumbai, Maharashtra 400004