Wealth Management

Wealth Management

For extraordinary results, one needs to put together exceptional work. Ravindra Bharti Wealth Management philosophy is one where performance is the only thing that matters.
Let us present our wealth management investment philosophy. “Invest in quality businesses for the long term and hold on till the time business is performing well.” Each of the accompanying parts set up makes our wealth management philosophy unique and we make the entire more noteworthy than its parts.
Our Stock Selection Criteria
Each of the following parts put together makes our wealth management philosophy unique, and we make the whole greater than its parts.
  • Debt-free balance sheet.
  • The promoter should Have a higher stake in the company.
  • Quality management, Quality product, and Longevity.
  • We study the last 10 years’ operating history and the company's balance sheet.
  • Net profit and growth should be above 25% yoy.
  • Company sales growth and volume growth should be above 20% yoy.
  • Net Operating Cash Flow Growth Should Be Above 20% Yoy.
  • The company should have a boost of 2x than GDP every year.
  • Return On Capital Employed (ROCE) Should Be Above 20% Yoy.
  • Projected profitability of next 3 to 5 years.
All the above parameters filter the listed space of approx. 6500 stocks to about 45 stocks. However, this is not the end. The end objective is to build a focused portfolio of 7 to 8 companies.
These companies become our daily companions on which we carry out further research and keep a unique watch on both Financial and Non-financial aspects.
Average annual growth rate comparison – Wealth management vs Nifty 50.
Annual Growth Rate in %11-1212-1313-1414-1515-1616-1717-1818-1919-2020-2121-22
Nifty 50-9.237.1517.9824.65-8.8618.5510.2514.93-26.0070.9019.00
Wealth Management2.5022.0432.7537.531.6033.1838.7829.7410.6777.5447.90

11.49%

Nifty 50 CAGR
Returns From last 11 Years

28.44%

R.B.W.M. CAGR
Returns From last 11 Years
What one buys is very important. However, how much one buys is 10 times more important. Most successful investors have created 90% of their wealth in just 2-3 businesses and our wealth management also agrees with it and follows a strategy of high conviction portfolio of 7 to 8 stocks.
Our Wealth Management Plans Kindly refer brochure

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    Profit Sharing is applicable only on the profit of the above Expected Returns for the respective plan.

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    Our Journey
    • 2008
      Established
    • 250+
      Employees
    • 1,70,000+
      Students Trained
    • 300+
      Franchise Partners
    • 720 Cr+
      AUM
    • ISO 9001:2015
      Certified Institute

    Our Journey

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