POLO WEALTH ADVISORS is a wealth management arm of Kreston OPR. The founders have experience of more than couple of decades in providing value added services to our clients. We also have offices at Vadodara and Kolhapur. Our clientele vary from Family Offices, Companies, Family Trust, Personal Wealth and retail clients. We have also been recognized at different forums and various asset management companies. The latest recognition had come through CNBC TV 18- awarding us with Special Jury Award for Financial Advisors in Western India and getting featured in Consultants Review Magazine as the 25 most promising Wealth Managers in the country year 2016- 17.
Philosophy:
‘Polo’ places the highest priority on maintaining INTEGRITY and PROFESSIONALISM. The reputation is vital asset to our business, and we will continue our endeavor to protect the confidence and trust placed in us by our clients.
We share a strong discipline for wealth management and we share the excitement of our Clients when they enjoy their capital by realizing small or big projects, which we consider all important on their personal level. Moreover, Polo has the capabilities to support our Clients in the corporate space, from advisory to capital budgeting, delivering to them our network of professionals and ensuring a valuable contribution to their projects.
Our research team goes much beyond traditional wealth management methods and blends know how with technology. Creating a winning investment portfolio that requires in-depth know how of new and better investment products and avenues. While designing an appropriate portfolio we carry out
a) Doing a Risk Profile
b) Based on risk profile we define an ideal asset mix
c) Our asset mix is also based on your requirement of Capital, Need, Risk, Liquidity analysis
d) We do suggest alternative investment products that shall result into lowering your risk and increasing the return.
e) By doing this we try and creating profitable portfolio strategies
f) Carrying out timely portfolio restructuring
g) Defining Portfolio protection strategies
h) Alignment of long term investment goals and such other specific aspects