Wealth Management


A client - Base of more than 100 listed corporate and an industry presence of more than 15 years, Brain Ex understands the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Our wealth management solutions are aimed to provide a holistic view of every need and financial goal of the client. Its expertise management revolves around choices involving the weighing of strengths, weaknesses, opportunities and threats especially with regard to such fundamental aspects as in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.

We understand that each client has unique financial aspirations and thus aim to be a one-stop financial solutions provider of world class wealth management services. A dedicated personal financial advisor is at the centre of a client's relationship with BrainEx. We have relationships with across multiple avenues and within each avenue we have multiple tie-ups, thereby providing the ability to deliver unbiased and cutting edge advice.

The right mix of investments across various time horizons is detrimental to provide for short – medium – long term goals. The objective is to create a well diversified portfolio that provides you with consistent long term returns. Our style of investment is contrarian which would involve booking profits when the risk return equation turns negative and to invest when the equation turns positive. The approach looks at delivering long term returns and is not meant to churn too often.

BrainEx Wealth Management Team offers a truly multi-asset class platform with innovative, customized and structured solutions. We have integrated offerings for both corporate and individual clients. We have a team of professionals with the relevant expertise to design and monitor the portfolio to take relevant actions and enhance the returns at appropriate risk levels. We offer dynamic asset allocation which aligns changing market scenarios with our clients’ financial goals.