TESTIMONIALS

“Spin Wealth have been brilliant and trustworthy partners in my journey towards financial independence and wealth generation. Their advice has always been prudent, ensuring minimum risk and maximum rewards. They've been my wealth manager for the past one year and have impressed me with their dedication and attention to market trends and analytics. I would recommend them as one of the best fund managers around."

Siddharth Alva / Oeredoo Myanmar / Telecom Sales & Distribution Strategy and IT Projects Specialist

Ever since I've saved small amounts as a student to when I got my first job, my answer to what to do this with these savings was always one: give it to the one and only expert I had confidence in: Kanika. My funds were allocated perfectly in a mix of equity and debt that met my exact requirements in terms of the returns I received, many a times even surpassing my expectations.

Mehar Satsangi / EY / Analyst

 
 

WHY WE'RE DIFFERENT?

OUR INVESTMENT MANTRA

1.   Investment is the key to wealth expansion 

Why invest?

"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." - Robert G. Allen

 

Though investing in a savings account is a sure bet, your gains will be minimal given the extremely low interest rates. A savings account is a reliable place for an emergency fund. But will it help you grow your money? If you wish to become wealthy, you will have to invest your money growth assets.

2.   Systematic savings and investment approach

“In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it and investing it.”- Peter Lunch

 

A disciplined and methodical savings and investment policy can be very fruitful in the long run. 

3.   Extensive research and analysis 

"The individual investor should act consistently as an investor and not as a speculator." - Ben Graham

 

You are an investor, not a clairvoyant who can predict the future. Hence base your investment decisions on real facts and analysis rather than risky, speculative forecasts.

4.   Integrated risk management 

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” - Warren Buffet

 

We follow a disciplined asset allocation and diversification approach to ensure your hard earned money grows securely. 

5.   We focus on you 

Every person is unique. Then how can investment portfolios be standardised?

Keeping that in mind, we create customised portfolios to meet each of our client’s financial objectives.

SPIN WEALTH MODEL

 
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