What We Do ?
We provide equity investment advisory services to investors using in-depth fundamental research.
We at ‘White Equity’, strive to set high standards of honesty and transparency with all stakeholders in our ecosystem.
Our Unique Qualities
Risk Evaluation
While making equity investments in listed Companies, risks emanate from Financials, Business, Management and Valuation. While taking investment calls, most investment houses focus on one or two of these important parameters, often ignoring risks emanating from others. When the ignored risks materialize, their portfolios significantly under perform.
At White Equity, our detailed ‘Research Process‘ ensures equal focus on each of these parameters, thereby significantly reducing the investment risk.
Low Cost Structure
We have organised ourselves in a way that we can deliver top quality equity advisory services, using our in-depth fundamental research, at extremely low cost. This unique blend allows us to charge minimal advisory fees, thereby magnifying net returns of our clients.
Skin in the Game
After advising our clients to invest in a Company, Investment Advisor invests his own funds in the same set of Companies, often with similar allocation.
We Select Our Clients
We minutely look at and advice each client portfolio independently, in contrast to widely followed ‘model portfolio’ approach. Besides, we spend considerable time explaining our philosophy and process thoroughly before initiating client sign-up process. This limits our ability to on-board and service too many clients and gives us the opportunity to select only the best of the clients.
