Shrey Wealth’s Investment Philosophy
& Proprietary Strategy
Shrey Wealth’s 4-Factor EVLT Model
- Optimized risk-reward balance
- Proactive market responsiveness
- Fiduciary responsibility – acting in investors' best interests
Assessment
Planning
Identification
Allocation strategy
Investment
Review
Optimisation
Shrey Wealth’s proprietary investment model blends Economic Growth, Valuation, Sentiment, Liquidity and Trend Analysis to maximize returns while protecting downside risks.
Objective
Make data-driven decisions that align with market cycles
Outcome
Our Philosophy
Growth vs. Value Investing
Finding the right balance for market momentum and downside protection.
Growth vs. Value
At Shrey Wealth, we craft a bespoke strategy that dynamically adjusts between these approaches, ensuring your portfolio captures market momentum while maintaining downside protection. By leveraging deep market insights and meticulous asset selection, we position your wealth for long-term capital appreciation with controlled volatility.
Risk-adjusted Returns
True wealth preservation is optimizing risk-adjusted performance.
Risk Strategy
True wealth preservation isn’t just about maximizing returns—it’s about optimizing risk-adjusted performance. How we Invest goes beyond conventional return metrics, utilizing advanced financial modeling to evaluate Sharpe ratios, Sortino ratios, and downside risk mitigation techniques. We tailor investment strategies that balance aggressive growth with capital security, ensuring your portfolio delivers superior, sustainable returns while safeguarding against market turbulence.
India-Focused Model
Unlocking opportunities across India's dynamic sectors.
Wealth in India
India’s economic landscape presents unparalleled wealth-building opportunities for discerning investors. Our India-focused investment model capitalizes on the country’s dynamic sectors, from technology and infrastructure to emerging global leaders. By combining strategic asset allocation, tax-efficient structures, and exclusive access to high-growth opportunities, we help high-net-worth individuals and families unlock the full potential of India's evolving financial ecosystem.