INVESTMENT

 ADVISORY  SERVICES  

Ankur  Kapur,  CFA,  CFP  

 ABOUT  
About  us  

We   offer   the   widest   range   of   financial   soluDons   through   a   transacDon-­‐based   investment  

approach  or  the  asset-­‐advisory  approach  
 
We  offer  a  personalized  service  designed  to  help  you  achieve  your  goals.  
 
As   independent   advisers,   we   are   not   restricted   to   one   provider.   This   allows   us   to   select   the  
most   suitable   product   to   meet   our   clients’   needs   from   the   enDre   financial   marketplace;   giving  
our  clients  peace  of  mind,  knowing  they  are  receiving  the  most  suitable  advice  at  the  highest  
standard.  
 
Founder:   Ankur   Kapur,   CFA   is   an   experienced   professional   with   over   15   years   in   the   field   of  
research  and  investments.  He  specializes  in  porXolio  management  and  idenDfying  deep  value  
equity  
 
If  you  would  like  to  know  more  about  us,  please  do  not  hesitate  to  get  in  touch,  or  visit  our  
website  at  www.ankurkapur.in  
   
 

Our  Vision    

Ankur  founded  the  firm  in  2013  with  the  aim  to  provide  high  quality  advisory  
services    
 
Our   vision   is   to   protect   clients   and   their   families,   while   helping   to   preserve   and   enhance  
their   wealth,   by   building   a   strong   relaDonship   based   on   honesty,   integrity   and   openness.  
Through   our   range   of   services,   we   work   with   our   clients   to   provide   them   with   the   advice  
and  guidance  they  need  to  achieve  their  financial  aspiraDons.  
 
Our   service   is   built   around   comprehensive   financial   planning   and   sound   investment  
principles.  By  exploring  goals  and  objecDves  we  deliver  a  tailored  financial  strategy  to  meet  
our  clients’  needs.    
   
We  think  it’s  important  to  understand  our  clients  and  for  our  clients  to  
understand  us    
 
We   are   commi[ed   to   regularly   evaluaDng   your   investments   to   make   sure   our   financial  
strategy  suits  your  financial  plans.  
 
 HOW  WE  WORK  
Discovery  MeeJng  

We  offer  all  clients  an  iniDal  consultaDon.    Once  you  decide  to  proceed  with  our  services,  our  
first  meeDng  typically  involves  a  ‘fact  finding’  exercise.  The  main  purpose  of  this  meeDng  will  
be   to   obtain   as   much   informaDon   as   possible   relaDng   to   your   financial   circumstances   and  
objecDves.   Therefore,   it   would   be   advised   you   bring   along   details   of   any   policies,   schemes,  
investments,  mortgages,  financial  outgoings,  wills  and  trusts  that  you  have.    

Research  &  Analysis  

Where   necessary,   we   will   forward   your   authoriDes   to   your   product   providers.   The   addiDonal  
details  issued  by  the  provider  will  be  analyzed  with  the  informaDon  gathered  at  the  discovery  
meeDng.  We  may  need  to  refer  back  to  you  for  further  informaDon.  
 
The   next   stage   will   involve   us   preparing   a   personal   financial   planning   report   se]ng   out   our  
professional   recommendaDons,   explaining   why   and   how   they   will   help   to   achieve   your  
objecDves.  

RecommendaJon  &  ImplementaJon    

From   here   we   will   present   our   recommendaDons   and   proposed   course   of   acDon   to   enable   you  
to  achieve  your  financial  goals.  On  acceptance,  the  next  stage  is  to  implement  the  plan.  
 
We  will  assist  you  in  compleDng  the  paperwork  and  monitor  your  applicaDon  through  to  policy  
issue,  while  making  sure  you  receive  any  necessary  policy  documentaDon.  

Review  

A   further,   opDonal   stage,   is   monitoring   your   financial   plan   and   reviewing   it   at   regular   intervals.  
This   allows   us   to   make   any   necessary   adjustments   and   ensures   that   you   are   progressing  
towards  reaching  your  goals.  
 SERVICES  
ReJrement  Planning  

How  much  do  you  need  to  save  for  reDrement?  Or  equally,  how  much  income  do  you  require  
in  reDrement?  
 
We   work   with   you   to   iniDally   establish   these   reDrement   goals   and   further   work   toward  
achieving  your  target.  Regular  reviews  of  your  investment  holdings  and  reDrement  goals,  can  
ensure  that  you  remain  on  track.  
 
Our   targeted   wealth   management   proposiDon   is   flexible   and   adaptable   to   any   change   in  
circumstances.  
 
The   most   common   and   o`en   detrimental   approach,   is   to   bury   your   head   in   the   sand   or   fall  
exposed  to  unnecessary  risks.  Entrust  your  reDrement  to  regulated,  qualified  expert  who  will  
seamlessly  transiDon  with  you  through  to  reDrement.  

Investment  Planning  

Our   asset   allocaDon   model   porXolio   service   is   constructed   to   seek   capital   appreciaDon   by  
providing  downside  protecDon.  
 
We  conDnuously  monitor  market  behavior  and  poliDcal  news.  
 
At  a  minimum,  on  a  quarterly  basis,  we  may  choose  to  rebalance  the  porXolio  to  conDnually  
maximize  returns,  limit  any  potenDal  downswing  and  ensure  the  porXolio  remains  within  the  
allocated  risk  parameters.  
 
Whilst  we  appreciate  each  client’s  circumstances  differ,  the  cost  effecDve  manner  of  the  model  
porXolio   service   ensures   they   can   be   strategically   implemented   against   your   individual   goals  
without  detriment  to  the  rest  of  your  porXolio.  
 
PorNolio  Opinion  

If   you   are   not   a   first-­‐Dme   investor,   chances   are   that   you   have   a   baggage.   O`en   a   review   is  
necessary  to  ensure  that  you  are  invested  in  products  that  are  of  high  quality.  We  idenDfy  the  
risks   that   can   hamper   returns   of   the   porXolio.   A   detailed   Snapshot   on   the   return   /   risk  
a[ributes  of  a  porXolio,  enables  efficient  discussion  over  the  next  course  of  acDon  required  for  
the  porXolio.  We  also  provide  an  insighXul  analysis  of  the  risk/reward  a[ributes  of  a  Mutual  
Fund  and  its  potenDal  performance  based  on  our  investment  framework.  
   
Beyond   the   obvious   historical   analysis   of   the   fund’s   performance,   our   proprietary   stock  
coverage  is  used  to  assess  the  quality  and  valuaDon  of  the  Mutual  Fund  porXolio.  We  provide  a  
much  be[er  comparison  tool  to  the  fund’s  past  performance  as  well  as  current  valuaDon  of  the  
Mutual  Fund’s  PorXolio.    
   
WWW.ANKURKAPUR.IN