Why Choose Us?

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Accumulation

We target a positive real return on capital which surpasses inflation thus bring real growth to the investment.
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Taxation

Manage your taxes efficiently with us with the fine print insights of applicable acts & sections and make your dues file in time.
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Succession

We help our clients prepare and execute a sound succession plan for the efficient transfer of generational wealth.
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Investment Solutions

A large universe of tailored investment solutions. Choose the one that suits you or let us draw one for you.
Why Clovek?
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Unique Advisory Process

A solution driven advisory process. Meet the new age Wealth Management
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Fee only Model

Pay zero commissions in Mutual Funds. Pay us for our advice when you make money.
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Your Investment Manager

Your private investment manager. Have an edge of second alpha in your portfolio.
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Our Plans Adapt

Our solutions come with the flexibility to adjust with your preferences. Our plans strike a perfect balance between what you need and what you want.

We Prescribe Our Solutions With Due Care Of

Your Preferences

"It's Your Own Cup of Tea"
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Investment Strategies

“Have a look at some of our flagship investment strategies”

  • Strategic Asset Allocator – A strategically diversified portfolio for long term wealth creation.
  • Tactical Asset Allocator – A bespoke asset allocation for more agile investors.
  • Yield Enhancer – Generate some extra income over mutual fund and stocks.
  • Global Macros – A top down investment approach for a truly global investor.
  • Stock Only – A bargain hunting approach in the top universe of stocks.
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