The individual investor should act consistently as an investor and not as a speculator -Benjamin Graham

Equity Advisory Services

Today, less than 2% of Indian population invest in Indian equities; however, equities over a long term horizon (5 to 10 years) have historically offered the highest returns.

Investing in well-researched equity ideas help you make informed decisions in order to build a healthy equity portfolio.

Our strong expertise gained over the past several years across the financial spectrum as well as across consulting; coupled with extensive research and in-depth market analysis; ensures careful, research driven stock selection and encompasses active monitoring for optimized results.

Through our Equity Advisory Services, we strive to assist our Clients in earning above average investment returns by managing risks and utilizing a rational and sensible approach towards wealth creation.

We don’t have to be smarter than the rest; we have to be more disciplined than the rest. -Warren Buffet

Multi-asset Advisory Services

The world of personal finance has several financial products and each of these financial products are classified into one of the five main asset classes, namely, (i) Cash; (ii) Fixed Income; (iii) Equities; (iv) Commodities; and (v) Real Estate.

Each of these asset classes has their own behaviour pattern and risk profile.

Financial markets are subject to risk; and consequently, the famous saying “Never put all your eggs in one basket” stresses the importance of diversification across assets. We think of asset allocation as a portfolio building technique to minimize the risks when the economy is showing signs of slowdown; and capturing the upside when the economy is booming.

Through our Multi-asset Advisory Services, we strongly believe that asset allocation plays a vital role in ensuring your portfolio has the best chance of achieving your investment objectives.

Through the optimization of asset allocation, risk and returns vis-à-vis your investment objectives, EasternExpress Advisors offers you the best possible risk-adjusted returns matching your risk profile.

Well done is better than well said. -Benjamin Franklin

Allied Assurance

Our “experts in a box” service offering gets you the best professionals at one place and we offer the commitment to the get you the best in class service in one integrated interface.

This service is a combination service with our Composite 360o. Our Allied Assurance service helps you to:

  • Tax planning and savings advice
  • Wills, probates, estate planning and transition service
  • Legal counsel and civil matters expertise
  • Advisory on matters pertaining to incidental financial matters