Profile
Cerebral Advisors is a new venture started by a group of professionals with a common quest of serving clients to achieve financial independence. It is an independent wealth management firm which gratifies needs of individuals and corporates in the world of investments. Company offers advisory and executionery platform for the entire range of financial services covering products ranging from Equities and Derivatives, Commodities, Wealth Management, Asset Management, Insurance, Mutual Funds, Fixed deposits, Government of India bonds, Corporate Bonds and all other small saving instruments.
Cerebral means intellectual, and we believe that knowledge has many facets. It is dynamic, holistic and multi-dimensional. We believe that the strategic application of knowledge, in all its dimensions, can help unearth latent wealth creation opportunities. We characterize this approach of the ethos of diligence to Assimilate, Analyze & Advise our clients. Knowledge creates wealth. We believe in creating a strong foundation of extensive analysis, disciplined investment approach and prompt action, while keeping a constant and watchful eye on market trends. This helps in superior wealth creation and leads to a strong and fulfilling relationship with our clientele.
The wealth management services are tailored to meet client's needs as determined through personal consultations. It helps create a roadmap to help them meet their life goals based on a deep understanding of their needs and superior implementation. The company follows a three-step process to create a financial plan for its clients, conduct a portfolio review and then to ensure asset allocation being maintained through active portfolio management.
For clients who would have a considerable equity mutual fund portfolio, we offer a comprehensive Mutual Fund Advisory under the wealth management offering. Here the client benefits by getting periodical updates, recommendations on their portfolio, which is achieved through active portfolio tracking.
Our Edge:
- High client focus
- Understanding and addressing our clients financial needs
- Transparency in all our dealings
- We provide the highest level of personalized service with integrity
- Our advise, investments and services must be of superior quality and without any bias
- Innovation is requisite to our survival in this changing world
- A belief that “Every client is unique & every plan has to be unique”
- We believe in creating wealth to our investors through right means
Our Core Principles
Cerebral Advisors is guided by a set of unique principles that have shaped every part of our business. You'll see this in everything from how we build client relationships to the investments and strategies we recommend. In a world of point-and-click solutions, our approach may not be right for everyone. But we've learned through experience that it's a way of helping you succeed.
Focus on You – We focus on one client, the long-term individual investor. All aspects of our business support this. Everything we do is aligned to help us better understand and meet your unique needs.
We like to work with clients who share our long-term view of investing. Rome wasn't built in a day, and neither is a solid investment strategy. We'll help you define your goals and make steady progress toward them over time. So whether you have 500 to invest each month or more than 2 million to transfer in, we will work with you to develop an appropriate strategy. We value every investor.
Long-term Investment Philosophy – Our philosophy emphasizes quality and diversification. We strive to avoid investments that we believe are confusing or likely to disappoint investors.
Our investment philosophy is based on a set of trade-offs. We have clear guidelines around what we do and what we don't recommend. We believe focusing on quality investments, diversification and maintaining a long-term perspective which helps in reaching goals. All three of these elements work together; it's not enough to follow one or two. This approach should help reduce major disappointments along the way. We will work with you to make sure this philosophy is the foundation of your investment strategy.
Relationships Are Key – We want to meet with you to understand why you're investing. We are welcoming, accessible and available whenever you require us.
At Cerebral Advisors, we prefer to meet or talk with you regularly to maintain a personal relationship. We listen when you talk, and our goal is to always put you first. It's all about accessibility. Hence we are available whenever you require us, whether for your financial needs or if you just want to talk to us.