AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

About Us

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Exclusive

The Summit Capital is a boutique Wealth Management firm that serves the needs of Affluent individuals, families, businesses & trusts.

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Passionate

Fuelled by Passion, driven by Excellence and backed by Experience, The Summit Capital aspires to be your preferred wealth manager.

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Experience

Each of the partners of The Summit Capital have an experience of close to 2 decades working across organizations in the private banking & investment advisory domains.

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Excellence

The sole PURPOSE of The Summit Capital is to help you make informed & effective financial decisions that allows you to feel confident about your wealth.

Investment Framework

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Strategic Planning

Strategic

ENGAGE

The process of ENGAGE involves knowing your requirements using the “Summit Edge” framework, determining the asset allocation & documenting portfolio guidelines.

IMPLEMENT

IMPLEMENTATION includes the product & manager selection process. Construction of the portfolio basis the prevalent condition, using best in class research & analytics tools & the plan for deployment of the funds.

REVIEW

Periodic REVIEW of the portfolio is a critical part of the framework to assess the progress. Analytical tools are used to assess the alpha generated by the portfolio.

Product & Manager Selection

Which money manager’s choices generated returns?

Was it style or luck?

Was the risk managed in accordance with the mandate?

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Attribution Analysis
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Skill & Style Analysis
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Benchmark & Category Comparison
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Upside & Downside Capture Analysis

PERFORMANCE

Captures the out performance generated by the fund over various periods.

QUALITY

Grades Investments to assess the asset quality.  

STYLE

Captures the investment style & skills that drive performance.

RISK MANAGEMENT

Captures the ability of fund manager to handle volatility.

DIVERSIFICATION

Captures the bucketing of investments & concentration of holdings.

CONSISTENCY

Examines the potential to repeat performance across time periods.

Why Choose Us

Selecting the right wealth management firm is a critical element in the investment journey and can significantly impact the growth and preservation of your wealth . We truly believe that our combined experience and expertise along with the right Intent will make a difference to YOU.

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YOUR UNIQUE NEEDS

OUR GUIDED APPROACH

Experienced Subject Matter Specialists

We bring You expertise & experience in managing client portfolios over various market cycles.

Pure Play Wealth Management

Our only job is to manage & grow Your wealth. Our priorities are always aligned to your Goals.

 

Personalized Attention & Customized Solutions

We Believe that Successful Investing is achieved through a partnership which is Responsive, Attentive & Personal.

Independent, Employee-owned Firm

We work only in Your interest, not for any shareholder / company management.

 

Business Continuity

Multiple touchpoints ensures that You have uninterrupted contact & communication.

Open Architecture Model

We get You access to the best product & manager without any bias or compulsion.