A leading Wealth management firm, marketing and branding by Ace Infiniti. Financial Advisors and wealth creators.

1. Konfido
Advisors
Synonym Of Trust

2. We Prioritize Your Priority
At Konfido
We Set Your Money To Work While You Get To Indulge Into The Caviar .

3. ABOUT US
WHO WE ARE, AND WHAT WE DO

4. WHO WE ARE
We Prioritize Your
Priority At Konfido !
We Are Konfido Advisors wealth
drivers since 2003
www.konfido.in
Our ambitions are long term, we drive our objectives
with our sound exploration, latest technologies and a
solid market threshold erudition.
Established in 2003. We have been smelted by fine
market (economics) and coarse ones. Today we
have molded into thoroughbreds offering superlative
solutions to our patrons.
We have journeyed jointly with one thousand eight
hundred clients and counting They are business
houses, HNI’s UHNI’s and Fortune 500s. We have
endowed on them their profound financial
sovereignty.

5. We Prioritize Your
Priority At
Konfido !
We Are Konfido Advisors
wealth drivers since 2003
WHO WE ARE
www.konfido.in

6. OUR CONSUMPTION
www.konfido.in
32 5 142
Employees
Wealth Managers
Offices Monthly Box of pizzas
Accolades

7. WHERE CAN YOU FIND US
Bengaluru
Coimbatore
Calicut
www.konfido.in
Chennai
Hyderabad

8. OUR FOUNDER
www.konfido.in
“Strategy is not a fancy business jargon, it is clarity that sees
beyond immediate tactical accomplishments”
Sathya Devaraj

9. OUR OFFERING

10. OUR OFFERING
www.konfido.in
We provide cash and investment management solution as per the firm’s
investment policy framework with the objective to earn the best risk adjusted return.
The Investment policy provides a framework for management taking into account
the permissible assets allocation, criteria for security selection, risk metrics for
portfolio construction (Sector limits, credit rating, mark to mark limits, etc.)
Concentrate without a compromise of Cash flow requirement, Liquidity, tolerance
to mark to market limits time horizon of capital availability
​
Incubators | Corporates | Business Houses

11. OUR OFFERING
www.konfido.in
We believe in strong domain knowledge is critical to understand to deliver clients
demanding requirements.
Positioning client’s investment is our core, which will deliver a better alpha with highly
concentrated on tax efficient, as we believe taxation kills clients portfolio.
Our strong research team helps us provide the comfort to take critical decisions when
optimizing the risk reward equation.
Our investment activities monitors clients portfolio and keeps you up to date on key
news and events in the financial world, ensuring you to a comprehensive source of
advice and solutions
Assets allocation is the crux to developing a successful and strategic investment
portfolio that is unique to each private client.
Investment advisory team or the private wealth manager will devise assets allocation
strategies personalized to fit your risk and reward profile.
Our intent is to generate the extra alpha
Individuals

12. WHO WITH US
www.konfido.in
Over 14 Years We've Been Partnering With The Top 500

13. WHY CHOSE US
www.konfido.in
TAILOR MADE SOLUTIONS FOR
EVERY PATRON
HAWK EYE MARKET MONITORING
TO SCHEDULE THE PERFECT PRODUCT
MARKET STEALTH WATCH
TO DELIVER OPTIMUM RESULT
PRUDENT APPROACH
ADVISORY TO SPIN SURPLUS
GROWTH IS PERPETUAL AND
FALL IS AVOIDED
WE ARDENTLY FOLLOW OUR CORE VALUE SYSTEM- PATIENCE AND NO SHORT-CUTS

14. HOW ARE WE YOUR MONEY SPINNER
www.konfido.in
Research
Design
Development
Prototype
Survey
Solution
Highly Accurate research
Design portfolio for life
We are abreast with the
volatile market and we ensure
market ROI
Launch the prototype
Rolling out a prototype is like trying a new pair of
shock absorbers in your vehicle, once set the client will
only reap benefits.
Targeted survey
This is a periodic process along with our
strong research team, to ensure our
information is fool proof.
We create solutions with the best
method that works for years
We are This painstaking process
of aligning our patrons goals and
designing a portfolio undergoes
strong research and client
ambitions.
Developing the portfolio
We build relationships and we make
sure your money works for you, wealth
cannot be made in a day, making the
right decisions will ensure we will
create and manage wealth long term
for our patrons. The option of going
direct could save you some money but
choosing us will earn you more.

15. GRAPH- MUTUAL FUNDS
www.konfido.inFigures to be calculated in Cr

16. GRAPH- STRUCTURED
FUNDS
www.konfido.inFigures to be calculated in trillion

17. GRAPH- FDs
www.konfido.inFigures to be calculated in billion

18. GRAPH- INSURANCE
www.konfido.inFigures to be calculated in billion

19. GRAPH - BULLION
www.konfido.inFigures to be calculated in billion

20. CONTACT

21. E 303, Sunrise Chambers,E 303, Sunrise Chambers,
3rd Floor, Ulsoor Road,3rd Floor, Ulsoor Road,
Bangalore - 560 042.Bangalore - 560 042.
www.konfido.inwww.konfido.in
info@konfido.ininfo@konfido.in+91 78920 97182+91 78920 97182

22. Thank you
www.konfido.in