Wealth Management
In-depth- Precise- Actionable
Driving Success Through Expertise, Technology and Innovation
Powered by our rich collective experience and deep understanding of fundamental equities and quantitative strategies.
With a team rich in experience and innovative structuring capabilities, we blend our deep knowledge of equities and quantitative strategies. We are agile and provide focused solutions with the bespoke touch of a boutique to create multi-generational wealth solutions in dynamic markets.
Our Clientele
We cater to the discerning needs of UHNIs and family offices, crafting bespoke solutions that ensure their wealth endures and thrives across generations.
Our Vision
To consistently deliver actionable ideas through a differentiated and in-depth understanding of business, indicate market trends and strive to highlight critical variables first in the market, all in the pursuit of the benefit of our clients.
Who we cater to
Institutional Investor
- Strategic Asset Allocation
- Treasury Management Solution
- Tax-Efficient Solutions
NRI
- Investment Advisory
- Compliance Support
- Risk Management
Entrepreneur
Our team specializes in devising bespoke investment strategies that harmonize with entrepreneurial aspirations, adeptly navigating diverse markets to optimize portfolios for enduring success.
- Strategic Asset Allocation
- Tax-Efficient Solutions
- Advice on your expansion plans
- Succession Planning
Professional
- Diversifying your income
- Retirement Planning
- Risk Management of Portfolio
Family Office
Our Investment Philosophy
Sculpting Pillars of Lasting Legacy
Diligence to Pursue Excellence
With diligence being our core value, we constantly refine our methods. We pursue excellence and effectiveness to surpass the ever-evolving financial landscape.
Empowerment for Our Clients
Meritocracy is the cornerstone of our success. We reward individuals and recognise their role in the collective triumph of our clients' journeys.
Curiosity to Innovate
Anchored by a culture of research and learning, our investment philosophy thrives on the humble curiosity that fuels the innovative spirit defining Dolat's strategic success.
Insight into Tomorrow
Valuing the power of intuitive insights, we integrate human foresight with financial expertise. We thus guide decisions that deliver consistent returns and foster trust.
The Dolat Edge
We offer a distinctive viewpoint coupled with unparalleled execution. For years, we’ve been consistently delivering actionable ideas through a differentiated and in-depth understanding of businesses and highlighting critical variables first for the benefit of our clients.
In-Depth Forensic Audit
We thoroughly examine entire portfolios, ensuring comprehensive financial and balance sheet audits to uncover any discrepancies or anomalies in the current portfolio.
Pioneering Wealth Audit
We conduct industry-first audits by collaborating with other advisory firms to enhance and augment portfolio value. We embrace an open approach that integrates our diverse strengths.
Advanced Insights
We leverage 40 years of experience and cutting-edge technology to create bespoke strategies. We analyse over 200 stocks and use our derivatives and quantitative expertise to benefit our clients.
Strategic Product Analysis
Using quantitative and qualitative criteria, we evaluate over 400 third-party products. We are equipped to integrate our in-house strengths to optimise client portfolios and script financial legacies.
Risk Management
Focus on Alpha generation with rigorous product evaluation and risk management.
Proprietary Segregated Mandates
Bespoke investment, Trust and Estate Planning solutions tailored to our clients' unique needs.
Investment process
We consider ourselves guardians of your wealth and its trajectory. Employing a meticulous process, we delve into your financial ambitions and objectives, enabling us to design bespoke solutions.
- Macro Cycles - Identify which economic cycle we are in
- Valuations - Understanding the market valuations
- Market Signals - Look at market signals to identify directions
- Asset Class Indicators
- Analyze Products basis Quantitative and Qualitative Data - Identification of Products
- Product Segmentation - Our investment is structured into three key domains: Investment Growth, Risk Hedging, and Stable Returns.
Risk Management Framework
Market Risk
The susceptibility to financial detriment arising from volatility in market prices and overall market movements.
Liquidity Risk
The risk of being unable to buy or sell assets quickly without significantly affecting their price.
Credit Risk
The threat of monetary loss stemming from a counterparty's default on its contractual financial obligations.
Inflation Risk
Eroding purchasing power due to escalating price levels, diminishing the real value of financial returns.
Currency Risk
The exposure to potential financial losses induced by adverse fluctuations in foreign exchange rates.
Policy Risk
The uncertainty and potential financial impact resulting from alterations in governmental policies and regulatory frameworks.
Opportunity Risk
The cost associated with missing out on better investment alternatives, reflecting the potential missed gains from superior opportunities.
Credit Risk
The threat of monetary loss stemming from a counterparty's default on its contractual financial obligations.
Liquidity Risk
The risk of being unable to buy or sell assets quickly without significantly affecting their price.
Market Risk
The susceptibility to financial detriment arising from volatility in market prices and overall market movements.
Inflation Risk
Eroding purchasing power due to escalating price levels, diminishing the real value of financial returns.
Currency Risk
The exposure to potential financial losses induced by adverse fluctuations in foreign exchange rates.
Policy Risk
The uncertainty and potential financial impact resulting from alterations in governmental policies and regulatory frameworks.
Opportunity Risk
The cost associated with missing out on better investment alternatives, reflecting the potential missed gains from superior opportunities.
Market Risk
The susceptibility to financial detriment arising from volatility in market prices and overall market movements.
We Identify, Migrate and Monitor Your Investments
Identify
Assessing market trends, economic conditions, and regulatory shifts to pinpoint potential risks.
Mitigate
Leveraging comprehensive diversification strategies, hedging techniques, and thorough due diligence to mitigate vulnerabilities to risks.
Monitor
Monitoring market dynamics and flexibly adjusting strategies to ensure sustained and effective risk management.