Portfolio Management Service

 info@lakewateradvisors.com

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" NOT A SHARK IN A SUIT.
NOT A CORPORATE WOLF.
IN BUSINESS, ALL YOU NEED TO
BE IS A HUMAN BEING WITH INSIGHT. "

- Sadhguru,
Isha Foundation
Who are we?                  

Portfolio Management Service Providers

What do we believe in?

The Indian Growth Story

Invest

" NOT A SHARK IN A SUIT.
NOT A CORPORATE WOLF.
IN BUSINESS, ALL YOU NEED TO
BE IS A HUMAN BEING WITH INSIGHT. "

- Sadhguru,
Isha Foundation
Who are we?                  

Portfolio Management Service Providers

What do we believe in?

The Indian Growth Story

Why Choose Us?

Our CAGR > NIFTY 50, consistently since inception

Our Auditor

DELOITTE

Why Invest in India?

Demand

Democracy

Demography

What is our investment philosophy?

Fundamentals Of Our Investment Philosophy

philosophy / 01

Asset-light models are more promising when it comes to better return on assets, lower profit volatility, flexibility, and scale-driven cost savings. It lessens the load on the fulcrum of fiscal performance driven models. Asset Light models are thus instruments to consistently battle with market disruptions better.

philosophy / 02

This form of governance helps to lure both domestic and foreign investors. Complying with governing rules acts as a pro in alignment to company’s trajectory. Efficient governance can achieve financing, maintain share value, improve long term sustainability, and enhance transparency in reporting.

philosophy / 03

Unarguably, no or low debt businesses are low-risk investments. However integral be the market hustle, such businesses are least affected by a regressive economy or a leap in interest rates. The antecedent here is simple- being swathed from fluctuating interests they are consequently better equipped in dealing with fiscal formalities.

philosophy / 04

If Financial Advisors had a collective pulse, we could call it Innovation. To stay alive in a highly competitive and volatile market, being innovative is a mandate. The future is accelerating at a faster speed with innovations. We believe in investing in such companies  take a step beyond simply thinking just think about it.

philosophy / 05

Replicating an effort that’s backed by unfaltering research is not a cakewalk. Time is the greatest resource when it comes to research & Lakewater Advisors ® invests in firms that invest time in revolutionary research and whose creations, consequentially, stand out in the crowd. We seek them, & invest in their creational.

About Us & Our Core Values

Expert in Equities

Regulated by SEBI, Lakewater Advisors is an India based Portfolio Management Service (PMS) providing  firm banking on India’s
growth trajectory (Registration No. – INP000006767).

Our specialization lies in growing your wealth through investing in valued Indian equity which has strong corporate
governance and innovation.

We have a team which works diligently to enhance the value of investments, assures capital protection amidst the
ever-changing unpredictable market… READ MORE

Corporate Spiritual Responsibility
(CSpR)

The quality of your ‘Being’ will decide the quality of
your ‘Doing’. Hence, of your living.

We focus on ‘Conscious Corporates’ and ‘Enlightened
Enterprises’ both as investment options and to run
Lakewater Advisors ‘Profitably’, in real sense.

ETHICAL work-process: The all-time priority

When the choice is for direction, Lakewater Advisors
crew believes the direction of ethics is the only way.
And we are pledged to deal ethically with
your finances each time.

About Us & Our Core Values

Expert in Equities

Regulated by SEBI, Lakewater Advisors is an India based Portfolio Management Services (PMS) firm banking on India’s growth trajectory (Registration No. – INP000006767).

Our specialization lies in growing your wealth through investing in valued Indian equity which has strong corporate governance and innovation.

We have a team which works diligently to enhance the value of investments, assures capital protection amidst the ever-changing unpredictable market…  READ MORE

Corporate Spiritual Responsibility
(CSpR)

The quality of your ‘Being’ will decide the quality of your ‘Doing’. Hence, of your living. We focus on ‘Conscious Corporates’ and ‘Enlightened Enterprises’ both as investment options and to run Lakewater ‘Profitably’, in real sense.

ETHICAL work-process:
The all-time priority

When the choice is for direction, Lakewater Advisors crew believes the direction of ethics is the only way. And we are pledged to deal ethically with your finances each time.

OPTIMISM explains wealth creation better

At Lakewater Advisors, equity is not restricted to purchasing a stock, but it’s about getting an in-depth knowledge of the business.

We believe in  approaching the process by  understanding and predicting human behavior instead of depending solely on market algorithms.

A better TOMORROW
For a better India

Utopia is certainly not a  possibility but attempting to assist the society towards cumulative growth is what we aim to do.

We aim to contribute towards the financially and anatomically less-privileged individuals and cults of our society .

Nifty 50 is no more the zenith,

Dream beyond it with Lakewater Advisors

OUR CUSTODIAN HDFC BANK

SINGLE FEE STRUCTURE

CONCENTRATED INVESTMENT

*No Alternate Plan

OUR CAGR > NIFTY 50

*Since Inception

OUR AUDITOR DELOITTE

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