We are Different. Way Different.

Diversification. To us, It’s the only investment Strategy that make sense

Scalable Asset Allocation

Meticulous asset allocation to accommodate all your investments

Sophisticated Risk Analysis

Objective calculation of every fund’s true risk factors using a scientific framework

Reality Tested

Stress-test conducted on the portfolios to account for the real-world scenarios

Allocating Right Assets to Get Best Returns

Our investment solutions are based on your goals, age, market expectations and risk tolerance. We allocate you investments across major asset classes with an investment objective like income generation, wealth preservation and capital growth.

Our Advisory Vs Traditional Investments

I am looking to invest Lacs for years in

Projected Portfolio Value and Absolute ROI %

Typical Investor +32201967
Rothmans Investor +32201967
Additional Returns +48302950

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We have taken assumed average mutual fund returns of 12.0% p.a. As Rothmans Wealth Investor you will get added advantage of well diversification which has been assumed at 0.6%, Meticulous Fund Selection Process keeping in mind the Risk profile which can add your returns upto 1.2% and timely rebalancing which can add upto 0.9%. The above is for illustration purposes with the assumptions stated and Rothmans Wealth in no way guarantees any kind of future return.

We have taken Nifty's 20 years Histocial CAGR 13.11% as benchmark for assumed returns from the future.The Equity research is provided by SEBI Registered Investment Advisor which Rothmans Investment Advisory via their websitewww.intellistocks.com. Historcial Return differnce b/w nifty and Rothmans Investment Advisory returns has been 1 : 3 times however we have taken the lowest data points which is 1.45x of Nifty on upside and assumed negative returns of 0.75x of Nifty. As Rothmans Investment Advisor Client you will get added advantage of well diversification which has been assumed at 0.66%, Meticulous Fund Selection Process keeping in mind the Risk profile which can add your returns upto 2.62% and timely rebalancing which can add upto 2.62%.The above is for illustration purposes with the assumptions stated and Rothmans Wealth in no way guarantees any kind of future return.

Mutual Fund Selection Process

Step 1: Established Mutual Funds (MFs)

Mutual funds with AUM less than 500 crores have not been selected because it is difficult to judge the rationale behind their performance

Step 2: Long Track Record

MFs with at least a proven track record of a minimum of 5 years are eligible to be part of Rothmans Portfolio. It ensures that the performance of those MFs has passed through different market phases.

Step 3: Fund Manager with a consistent performance

We believe that the fund managers with a proven track record have are better equipped to outperform the market and deliver consistent performance. So, fund managers who doesn’t have at-least 5 years of track record in running a fund are excluded

Step 4: Quantitative & Qualitative Analysis of Funds

All the funds are first quantitatively screened on the basis of their risk & return matrix & holdings. Qualitative analysis is conducted based on forward looking outlook of the market.

Step 5: Ranking of MFs

The funds are ranked on the basis of quantitative & qualitative analysis and all those funds falling out of our eligibility criteria are left out so that only quality funds with a consistent & proven track record and a growth outlook are left.

Step 6: Combination of Funds

On the basis of your risk profile, and investment horizon, we make a model portfolio for you.

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