Skip to main content

OUR STORY

Founded in 2018, Magnum Wealth is a boutique platform engaging in the distribution of portfolio management services to HNI & UHNI families. We deploy money to be profitably allocated within the Indian equity markets.

We partner with fund managers with whom we have developed a personal relationship over many years and who have also been managing our family wealth for over a long period of time.

Diversifying one’s investments is a mantra that is usually followed to ensure security. However, diversification does not have to be necessarily spread over different asset classes. Since fund managers usually hold stocks in different segments of the economy, this is de facto a diversification in itself. To deepen the benefits of this type of diversification, the strategy at Magnum Wealth is to diversify in different styles and strategies to investing in equities.  Given our own 15 plus years of being investors through PMS’s, we have identified various approaches which tend to work differently in various market cycles. We have thus partnered with a few high-quality fund managers who are having different investment approaches. These help our clients to achieve a deep enough depth in the market without themselves spreading too thin. The underlying philosophy and approach of all our partners(managers) however, remains the same, risk management coupled with index beating growth.

We aim to build a client-centric organisation wherein our sole purpose is to be a long- standing platform in our clients’ wealth creation journey.

We do not distribute any PMS wherein we do not have a substantial investment of our own.

VARUN VASANT

Founder & Managing Partner, Magnum Wealth

ASSETS UNDER MANAGEMENT

500 CR+

NUMBER OF CLIENTS

50+

CLIENT BASE

– PROFESSIONALS
– ENTREPRENEURS
– FAMILY OFFICES

HOW ARE WE DIFFERENT?

ALIGNMENT OF INTEREST

Since we ourselves are invested with the same fund managers as our clients, we also own the same stocks as do all our clients.

TRANSPARENT FEE STRUCTRE

We do not charge any upfront commission; we work on an incentive linked to performance business model.

LONG TERM EXPERIENCE

Since we have been long-standing investors in the products we recommend to clients we have experienced various cycles with the managers.

OUR SERVICES

SELECTION OF FUND MANAGERS

We select fund managers through a process of thorough research and due diligence.
We recommend managers to clients based on ensuring there is a good fit between clients’ requirement and the investment approach of the fund managers.

ACCOUNT SERVICING

Bank end account servicing with matters related to account opening , advanced tax, NDSL requirements and year end formalities.

MONITORING PORTFOLIO PERFORMANCE

We actively monitor client portfolios with regards to performance vs benchmarks and other PMS Funds.

ACTIVE COMMUNICATION LINK

We act as an active communication link between our clients and fund managers and are a two- way link for any feedback and address concerns.

Avoid taking advice from someone who gives advice for a living, unless there is a penalty for their advice.

NASSIM NICHOLAS TALEB