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OUR PHILOSOPHY

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Candura Advisors

Asset-allocation

Asset-allocation is the guiding tenet of our investment philosophy encompassing both strategic and tactical recommendations. We assist our clientele in designing risk-adjusted portfolio asset allocation aligned to specific client’s risk profile, supported by-well researched recommendations, that allows us to provide objectivity in our investment advice.

Risk profiling is an integral component of the overall investment policy statement (IPS). The Risk Profile drives all subsequent investment decisions and helps draft a tailored IPS.

The process involves finding optimal level of risk for a client’s portfolio. It consists of:

Balance Sheet risk required to achieve the strategic rate of return (IRR) over a defined period of time,

the ability to take risk (mathematically) — called risk taking ability,

and risk tolerance (mental ability to take standard deviations, as well as substantial loss of capital).

As part of ‘Candura investment Advisors’ in-house exercise to help our clients maintain optimized portfolios, we employ an in-house statistically driven algorithm to construct our ‘Model Portfolio’ of recommended best-of the-breed MF & Non-MF schemes (across market capitalization and yield curve).

We enable our clientele access to lucrative opportunities through our private network of fund managers, investors and entrepreneurs.

Risk Profiling

The process of assessing and determining an individual's risk tolerance, or risk profile, is a crucial aspect of creating an Investment Policy Statement (IPS). This risk profile informs all subsequent investment decisions and helps us tailor an IPS that is specific to the client.

The risk profiling process includes determining the balance sheet risk required to achieve a targeted rate of return over a specific period of time, assessing the client's ability to take risks mathematically and evaluating their risk tolerance.

We use an internal process and statistical algorithm to assist our clients in maintaining optimized portfolios. By constructing a model portfolio of recommended mutual and non-mutual funds schemes across market capitalization and yield curve, we provide our clients access to lucrative opportunities through our private network of fund managers, investors, and entrepreneurs.

Candura Advisors

Candura Advisors

Client Centricity

Unlike the norm in the financial industry, our allegiance is to You & You alone which is the core founding principle of ‘Candura Investment Advisors’. Constant effort is made to eliminate every possible conflict of interest in our business model with genuine efforts to discharge professional responsibility as an unbiased ‘Consultant’ demonstrating ‘Alignment of Interest’ in true spirit.

We work with our clients to develop a roadmap to help them achieve and protect the envisioned outcomes. Achieving financial goals requires vigilance and flexibility. We help our clients monitor the progress and make adjustments as life evolves, markets & tax laws shift, and priorities change.

We manage our clients’ assets with a single-minded sharp focus on ‘Safety’, ‘Liquidity’ and ‘Growth’ by sticking to the very basics of wealth management and following a classical ‘Asset-Allocation’ approach.

In order to extend undiluted advisory & service delivery, Candura Investment Advisors allows each of its Financial Advisors (FA) to manage not more than 20 relationships. The back-end support analyst assisting each FA, services not more 40 relationships.

At Candura Investment Advisors, we strive to provide best of breed investment ideas, un-biased financial advice, timely execution and cost-effective solutions across various asset classes. We do not curate any product internally which enables us to analyse investment opportunities dispassionately without any bias. With a transparent fee based advisory, our only objective is to enable clients to achieve their financial milestones.

Candura Advisors

Candura Investment Advisors

comprises a team of seasoned professionals with credible vintage across organizations, who have experienced the highs & lows of multiple market cycles, catering to the ‘Wealth Management & Real Estate advisory’ requirement of its clientele assuring personalized client engagement, highest degree of trust and client confidentiality.

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Contact

Registered Address
PNA-102, The Pinnacle
DLF Phase-V, Sector-43
Golf Course Road
Gurugram-122009, Haryana

Correspondence Address
/ Principal Place of Business:
Office 321
Altrade Business Centre
3rd Floor, Platina Tower
M.G. Road, Sector-28
Gurugram-122001, Haryana

Client Servicing Team:
Email I'd: admin@canduraia.com

Principal Officer:
Email I'd: brijesh@candurainvestmentadvisors.com
Phone: +91 124 620 2728

Compliance Officer:
Ms. Tania Dheman
Email I’d: taniadheman@canduraia.com
Phone: +91 9910468877

Grievance Officer:
Mr Brijesh Dheman
Email I’d: brijesh@candurainvestmentadvisors.com
Phone: +91 9891007517, 9953599487

Candura Advisors

Corresponding SEBI Regional/Local Office:
Chandigarh Local Office, SCO 127-128, First Floor, Sector 17C, Chandigarh 160017

Website approval vide letter reference no. 04072023-1203-51 dated 4th July 2023 by BSE Administration & Supervision Ltd. (BASL)

COPYRIGHT © 2023 CANDURA INVESTMENT ADVISORS

Disclaimer

“Investment in securities market are subject to market risks. Read all the related documents carefully before investing”. “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”

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