Our Approach

  1. Customers First :
    Putting clients’ needs and goals at the center of our services. Providing personalized investments plans that align with each client’s risk tolerance and time horizon.

  2. Transparency and Trust :
    Putting clients first ensures that we can be transparent with them about the investment strategies developed for them and the potential costs involved. Thus, establishing open communication and demonstrating ethical behavior helps foster long-lasting relationships.

  3. Diversified Investment Solutions :
    Offering a range of investment options that cater to different risk profiles and preferences. Thus, helping the client build portfolio having different uncorrelated asset classes.

  4. Active Communications :
    The role of IA is to function as an enabler. Clients are often subjected to fall victims of quick rich schemes as well as when stock markets are in turmoil. Thus, regularly communicating with them through newsletters, seminars, and updates.

  5. Data Driven Approach :
    Investments decisions to be backed by data-driven research. Thorough analysis to be conducted on financial markets, economic trends, and individual investment opportunities. .

  6. Portfolio Management :
    Based on client’s preferences, risk appetite, market conditions and time horizon offer comprehensive financial planning solutions that help the client achieve financial freedom.

  7. Performance Review :
    Investors can track their investments in real time and access reports through various free portals quite conveniently, but it is the duty of IA to discuss their investment performances, reassess goals and make necessary adjustments based on changing circumstances, goals, and market conditions.

Investments in securities markets are subject to market risk. Read all related documents carefully before investing. Registration granted by SEBI, membership of BASL and Certification from National Institute of Securities Market (NISM) is/does in no way guarantee performance of the intermediary nor provide any assurance of returns to investor.

Investor Documents

SEBI Registration No. : INA000018504

BASL Membership No. : BASL2082

CIN : U67100MH2022PTC377409

Multi Ark Wealth Private Limited

Unit No. 101, 1st floor, Simba Tower, CTS No.67-A/1, Village Dindoshi, Goregaon, Mumbai- 400063

Email ID : Support@ArkCaps.com

Landline No. : 022-50054266