AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

About Us

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Exclusive

The Summit Capital is a boutique Wealth Management firm that serves the needs of Affluent individuals, families, businesses & trusts.

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Passionate

Fuelled by Passion, driven by Excellence and backed by Experience, The Summit Capital aspires to be your preferred wealth manager.

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Experience

Each of the partners of The Summit Capital have an experience of close to 2 decades working across organizations in the private banking & investment advisory domains.

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Excellence

The sole PURPOSE of The Summit Capital is to help you make informed & effective financial decisions that allows you to feel confident about your wealth.

Image

Exclusive

The Summit Capital is a boutique Wealth Management firm that serves the needs of Affluent individuals, families, businesses & trusts.

Image

Passionate

Fuelled by Passion, driven by Excellence and backed by Experience, The Summit Capital aspires to be your preferred wealth manager.

Image

Experience

Each of the partners of The Summit Capital have an experience of close to 2 decades working across organizations in the private banking & investment advisory domains.

Image

Excellence

The sole PURPOSE of The Summit Capital is to help you make informed & effective financial decisions that allows you to feel confident about your wealth.

Investment Framework

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Strategic Planning

Strategic

ENGAGE

The process of ENGAGE involves knowing your requirements using the “Summit Edge” framework, determining the asset allocation & documenting portfolio guidelines.

IMPLEMENT

IMPLEMENTATION includes the product & manager selection process. Construction of the portfolio basis the prevalent condition, using best in class research & analytics tools & the plan for deployment of the funds.

REVIEW

Periodic REVIEW of the portfolio is a critical part of the framework to assess the progress. Analytical tools are used to assess the alpha generated by the portfolio.

Product & Manager Selection

Which money manager’s choices generated returns?

Was it style or luck?

Was the risk managed in accordance with the mandate?

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Attribution Analysis
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Skill & Style Analysis
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Benchmark & Category Comparison
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Upside & Downside Capture Analysis

PERFORMANCE

Captures the out performance generated by the fund over various periods.

QUALITY

Grades Investments to assess the asset quality.  

STYLE

Captures the investment style & skills that drive performance.

RISK MANAGEMENT

Captures the ability of fund manager to handle volatility.

DIVERSIFICATION

Captures the bucketing of investments & concentration of holdings.

CONSISTENCY

Examines the potential to repeat performance across time periods.

Why Choose Us

Selecting the right wealth management firm is a critical element in the investment journey and can significantly impact the growth and preservation of your wealth . We truly believe that our combined experience and expertise along with the right Intent will make a difference to YOU.

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YOUR UNIQUE NEEDS

OUR GUIDED APPROACH

Experienced Subject Matter Specialists

We bring You expertise & experience in managing client portfolios over various market cycles.

Pure Play Wealth Management

Our only job is to manage & grow Your wealth. Our priorities are always aligned to your Goals.

 

Personalized Attention & Customized Solutions

We Believe that Successful Investing is achieved through a partnership which is Responsive, Attentive & Personal.

Independent, Employee-owned Firm

We work only in Your interest, not for any shareholder / company management.

 

Business Continuity

Multiple touchpoints ensures that You have uninterrupted contact & communication.

Open Architecture Model

We get You access to the best product & manager without any bias or compulsion.