About Xtend Capitals

Our Credentials

Our team has 25 years of experience in capital markets, through major disruptions such as the 2020 Covid-19 pandemic, the 2008 global financial crisis, and the 2001 IT meltdown. We have consistently participated in the overall upside of markets focusing on long term growth despite these downturns.

We have good understanding of evolving investment approaches. This includes global market performance analysis, Frameworks to use past return data, forecasting techniques, market valuation frameworks and various approaches for wealth accumulation.

Our experts can advise on right emergency fund size, rebalancing approach, lump sum or systematic investment plan, savings ratios. In Retirement planning, our team has understanding of sequence of return risk and its mitigation, approach to early retirement wealth accumulation, and optimal withdrawal strategies in retirement .

Our team also considers behavioral biases and long-term orientation strategies. We maintain ongoing engagement with Indian mutual fund partners and have access to cutting-edge research and best practices through membership in industry groups and blogs.

GrowSuperRich combines practical experience in the market over multiple business cycles with a current understanding of global best practices to build a portfolio that investors can confidently stick with through market ups and downs and earn superior returns over the long term.

Summery

The key tenets we believe -

• Achieve superior returns through investment in capital markets and participation in the overall India growth story.

• Mutual funds are an ideal investment vehicle because they provide diversification at low cost and can support both long-term and short-term goals.

• Create personalized, best-in-class investment portfolios that align with clients' situations and personalities and can be maintained through market ups and downs.

• Foster a long-term orientation to wealth building in clients.

• Build long-term client relationships through exceptional service.