“WERT” means VALUE in German. We wanted to be unique in our approach towards investments and also have an unfathomable passion towards the markets and the investment opportunities that it provides. This was the common moto that brought us together to a common goal – the formation of “WERT”.
We wanted to address a few areas in the investment management space with a thorough process in place and build capabilities around it. One of the areas were that we should be solution oriented and not product focused in our investment strategy, which in-turn made us look internally to create and develop capabilities around all asset lines in the financial investing space like Equity, Debt, Gold and Real estate. We wanted to learn continuously about the economy, market behavior and the challenges it springs at everyone, to find answers to the many questions it poses. This struggle to find the answers lead us to connect the economy to the asset price movements and with the help of evaluating many methods/ models, we ascertained our growth inflation model to determine our broad strategic asset allocation.
It is to enable our clients to achieve their financial goals. In doing so, we will be ethical, sincere and governed by our client’s interests, ahead of ours. Our approach will be based on reasonable and, if necessary, conservative assumptions. We will treat our clients with honesty, wisdom and care.
We will constantly upgrade our knowledge and expertise on markets worldwide. We will ensure that operations are run efficiently at all times and to that end, continually invest in technology. We recognize that our people are important. We will create an environment where people enjoy their work. Our people shall have integrity, financial knowledge, enthusiasm and a willingness to learn. They shall take ownership for their actions. We will encourage intrapreneurship.
It is to enable our clients to achieve their financial goals. In doing so, we will be ethical, sincere and governed by our client’s interests, ahead of ours. Our approach will be based on reasonable and, if necessary, conservative assumptions. We will treat our clients with honesty, wisdom and care.
We will constantly upgrade our knowledge and expertise on markets worldwide. We will ensure that operations are run efficiently at all times and to that end, continually invest in technology. We recognize that our people are important. We will create an environment where people enjoy their work. Our people shall have integrity, financial knowledge, enthusiasm and a willingness to learn. They shall take ownership for their actions. We will encourage intrapreneurship.
As a specialist financial planning company it has been our privilege to work with clients and families since 2014, helping them move towards their financial and lifestyle goals with confidence. Adhering to the highest standards of integrity, transparency and customer service, the entire wert team is geared to providing professional services to our clients and building fruitful long-term relationships.
The proud founder of WERT Finserve, Prithvi has an MBA in Finance, and he is a Certified Financial Planner. He has vast experience of 19 years in Wealth Management, Financial Planning & Investment Management by working with various banks.
Some of the roles that he has successfully handled are:
⦁ Relationship Manager at HSBC Bank, Vizag handling Premier Account
⦁ Head Investment Services at ABN AMRO Bank, across AP Region
⦁ Regional Head handling Private Clients at Religare Macquarie for Tamil Nadu
⦁ Vice-President Trust Capital
Financial Analyst
Anurag is an MBA graduate in Finance from GITAM Institute of Management, Visakhapatnam. He has a working experience of 5+ years in the financial services industry and he, as a part of WERT FINSERVE.
Relationship Manager
Operation Manager
Relationship Manager
Ganesh is an MBA postgraduate in Banking & Finance from Andhra University, Visakhapatnam. Dedicated Relationship manager passionate about cultivating strong client connections and providing exceptional service.
Relationship Manager
Ram Prasad is a B. Tech in Mechanical Engineering, MBA in Business Analytics, and International Business. As a data driven MBA graduate, Ram is dedicated to steering investors towards financial success.
Our team of analysts have brought in their expertise and knowledge in supporting and working on various statistical tools to understand and evaluate all assets and markets to enable a complete solution orientation to our offering and thus enabling us to monitor and action any change the markets present.
That is to say, we work most of our investment theories with a forward looking view and try to add value by testing them with previous scenarios to find accordance and implementing these in our client portfolios for better rewards. We at wert work tirelessly to create value to our clients and provide solutions which not only are satisfying but encompassing of their risk and reward expectations.
