Lakewater Advisors- Portfolio Management Service in Kolkata

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About Us - Lakewater Advisors
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About Us

Lakewater PMS

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

We are an Indian Company in the field of Equity Research, registered with SEBI as PMS provider (Registration No.- INP000006767).

 

Our FOCUS areas-

  • Taking concentrated bets in high quality Indian companies which are publicly listed.
  • Long term investment with reasonable valuations.
  • Protecting capital & generating returns which can exceed EIR (Equity Index Return) over a long time.
Our PerformanceOur Performance

Logo: a simple, yet powerful way to communicate your brand message

The logo of a company is the visual representation of the principle values and the nature of a company.It is the first thing that strikes the vision of your potential customer and acts as a point of recognition for the business.

 

As a result, the logo should be an impactful layout of your thoughts, core values, business idea; all at the same time.

 

Keeping the above in mind, we have tried to incorporate the core objective of Lakewater in its courteously designed logo.

 

Overlapping blend of two alphabets, ‘L’ and ‘W’, representing Lake and Waters

 

1 – The two terms symbolize reliability and assurance successively.

2 – Two right symbols incorporated together depict the right choice of those who preferred Lakewater as their financial advisor

 

 

Meaning of the dot placed on the above is inevitable

 

1 – The dot signifies peace of mind and calm that the customer retains while choosing Lakewater.

 

2 – Balancing all that the company promises, the boundary of the dot represents wholesomeness and protection.

 

 

Merging of the two symbols

 

1 – Shows two individual bodies hugging each other, which indicates trust between the two.

2 – A trustworthy and efficient service is a promise to all the customers that chose Lakewater. Their investment portfolios are in the right and reliable hands for assured success.

 

 

The appropriateness of Lakewater’s logo and roots of this advisory foundation is proposed for an uncomplicated customer benefit, valuing the customer’s hard-earned capital and investing it in credible equity with able guidance.

 

Abiding by the tagline “Nurturing visions and values” and with an extremely thoughtful logo that Lakewater follows, they promise you an assured and a secured growth in wealth.

CrownCompany

Management Team

  • Co-founder Pankaj Singhania, a Chartered Accountant, Cost Accountant and a Former Civil Servant, always had a distinctive knack for analysing company fundamentals in tandem with management credentials and collating it with the legal framework. His vast experience in Corporate Assessment, International Taxation,, Investigation, System scrutiny etc made him see companies through a very close lens of statutory legislations and corporate governance norms. He has an intricate experience of policy making, and how policy changes impact corporates at a much deeper and latent level. His confluence of macro and micro vision, rich experience of more than 25 years and close encounters with corporate who's who, has crystallized in the form of seasoned investment insights & strategies which surpass the market dynamics to an entirely different level.

  • Co-founder Archana Singhania is a seasoned investor with over 10 years of experience in the Indian stock markets, with certification from the National Institute of Securities Markets (NISM) as mutual fund advisor. An expert in Technical Analysis. financial research, forecasting of markets and regulatory compliances.

  • MD Sajjad, a Post Graduate and Former Associate of Standard Chartered Bank and HDFC Bank.He brings with him sixteen years of experience to the table in the field of Wealth Management, Investment Analysis & Banking, Portfolio Management & Relationship Management. With expertise in providing advisory services to HNI Clients, he enhances returns on investments and ensures all statutory requirements laid by banking regulations. Monitoring clients’ portfolio performance, ensuring optimum utilization of funds, conducting profitability analysis, rendering advisory services for securing high ROI & increasing retention is his USP.

  • Priyanka Sancheti, Company Secretary and a commerce graduate from Gauhati University has over 8 years of experience in Finance & Corporate Affairs. She is responsible for the efficient administration of the company, particularly with regards to compliance, statutory and regulatory requirements. She has an experience in Corporate Secretarial matters with specific impetus in the areas of Corporate Laws, Corporate Governance and SEBI related Matters.