Products

We think it is important for us to understand, that the products chosen are merely a bundle of securities, packaged for a desired outcome over a suitable investment horizon.

Hence, it is important for investors to look beyond product labels and carefully de-construct its composition. In most cases, we help our clients do the same. More often, than not, we find investment products labelled or built using securities structures, that make it look exotic, albeit superficially.

With this in mind, our product selection approach focusses on the simplest of products, that are in their construct, as close as possible to the underlying assets. For example, a product investing in securities that have high liquidity (easily bought or sold in the secondary market) should ideally offer easy liquidity to investors in the form of soft or no exit loads and smaller subscription units.

As advisors, we are focussed on consciously demystifying the complex environment of investment products for our clients.

Our product offerings are as below;

CategoriesVehicles
EquitiesStocks, Mutual funds, Index funds, ETFs
Fixed IncomeFixed Deposits, Bonds, Mutual Funds, ETFs
Real AssetsREITs, INVITS, Gold ETFs, Sovereign Gold Bonds
Special situation & thematicThematic/Sectoral mutual fund, PMS or AIFs

To know more about our research and recommendation process across product categories, please feel free to reach us at support@wiarawealth.com

Investment Managers keen on reaching us with new and/or focus product ideas are requested to fill in the details below;