BrookStreet Wealth

www.brookstreet.in

BrookStreet Advisory is a wealth management firm managing assets for private and institutional investors. We develop investment strategies and build diversified portfolios that adopt a multi-asset, multi-strategy approach within a systematic framework and seek to deliver attractive risk adjusted returns. BrookStreet brings institutional grade research, investment products, and asset management capabilities to private and business clients in India using techniques that are traditionally available only to large pension funds and sovereign wealth funds, typically with several billion dollars in assets. These techniques are now being applied in India using stocks, mutual funds, structured products, ETFs and fixed income instruments. BrookStreet Advisory's joint venture with NGEN, an UK based investment management firm, has allowed BrookStreet Advisory to leverage NGEN’s tremendous depth and breadth of investment expertise, asset allocation, stock selection and portfolio construction techniques adopted and proven with retail and private banking clients in UK and Europe. BrookStreet clients have access to risk rated core portfolios, innovative solutions such as thematic equity strategies, single stock trade ideas and exposure to foreign equities or capital protected financial products traded in the developed markets and backed by some of the largest banks in the world. BrookStreet's Wealth Portfolio Platform is ideal for advisers and wealth managers who want to adopt a goal and risk based investment advisory process to ensure improved outcomes for them and their clients’ unique needs. Advisers get access to bespoke products designed to facilitate highly customised risk-return objectives, and integrated reporting. BrookStreet's wealth portfolio platform is unique because it combines technology with investment management services, not easily available across the Indian financial advisory spectrum.

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BrookStreet Advisory is a wealth management firm managing assets for private and institutional investors. We develop investment strategies and build diversified portfolios that adopt a multi-asset, multi-strategy approach within a systematic framework and seek to deliver attractive risk adjusted returns. BrookStreet brings institutional grade research, investment products, and asset management capabilities to private and business clients in India using techniques that are traditionally available only to large pension funds and sovereign wealth funds, typically with several billion dollars in assets. These techniques are now being applied in India using stocks, mutual funds, structured products, ETFs and fixed income instruments. BrookStreet Advisory's joint venture with NGEN, an UK based investment management firm, has allowed BrookStreet Advisory to leverage NGEN’s tremendous depth and breadth of investment expertise, asset allocation, stock selection and portfolio construction techniques adopted and proven with retail and private banking clients in UK and Europe. BrookStreet clients have access to risk rated core portfolios, innovative solutions such as thematic equity strategies, single stock trade ideas and exposure to foreign equities or capital protected financial products traded in the developed markets and backed by some of the largest banks in the world. BrookStreet's Wealth Portfolio Platform is ideal for advisers and wealth managers who want to adopt a goal and risk based investment advisory process to ensure improved outcomes for them and their clients’ unique needs. Advisers get access to bespoke products designed to facilitate highly customised risk-return objectives, and integrated reporting. BrookStreet's wealth portfolio platform is unique because it combines technology with investment management services, not easily available across the Indian financial advisory spectrum.

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Country

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City (Headquarters)

Kolkata

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Employees

1-10

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Founded

2018

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Specialist Recruiter - Senior Positions

    Email ****** @****.com
    Phone (***) ****-****

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