Orowealth

New Age
Portfolio Management Services
where Data is King

We use data driven methods rather than human biases for effective wealth creation across the investment universe.

Simplicity without complexity

We follow a rule-based strategy and the fund manager deviates only in extreme conditions

Risk Mitigation and Rebalancing

Sector neutralize the stock
Assign Z score
Calculate Volatility of each stock
Portfolio optimisation will be done as:

No single stock will have an allocation greater than 10%
Allocation will be Vol-weighted to reduce risk of the portfolio
Rebalance Monthly

Identify the Universe

BSE 200 has been identifed as an ideal universe for portfolio construction and benchmarking because of following:

Top 200 stocks by market cap
Highly Liquid
Good Coverage
High Institutional holdings

Stock Selection

In-house proprietary quant model with consider the following factors to identify stocks:

Return on Capital Em
Earnings Growth
Price to Book
Price to Earnings
Dividend Yield
Price Momentum

Build by Finwizards

We are a diverse team of professionals with mix of finance and technology experience

Nitin Agrawal

CEO

Vijay Kuppa

CBO & COO

Yogesh Powar

CTO

Vaibhav Shah

VP, Research

Direct mutual funds charge you no hidden commission for managing your money. This is the reason why direct MF schemes have a lower expense ratio. A lower expense ratio of direct plans allows you to generate higher returns as compared to the regular mutual fund plans. In the long run, the direct mutual fund schemes can give you significantly higher returns than the regular ones.

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For compliance pertaining to mutual funds please write to admin@orowealth.com. Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI. Procedure to file a complaint on SEBI SCORES: Register on the SCORES portal (https://scores.gov.in/scores/Welcome.html). Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances.

Investment Advisory Services (SEBI Registration No. INA000010089) are offered through Oro Financial Consultants Private Ltd. Which is registered as a Non-Individual Entity. Address: Ascend Co working, B 205-206,Dhanashree Heights,Off Veera Desai Rd, Andheri West,Mumbai, Maharashtra 400058. Validity of Registration: 15th-March-2018 to Perpetual. Corresponding SEBI Office: G Block, Near Bank of India, Plot No. C 4-A, G Block Rd, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051. Principal Officer: Vijay Kuppa, Email ID of Principal Officer: vijay@orowealth.com, Phone Number: 9820518329.

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