Portfolio Management Service

Another year of acing in taking India ahead!

It’s another year of out-performance for Lakewater Advisors.  

July was a resurrection month for Nifty50, where PMS funds stole the show by delivering an unexpected 17.43% leap. But for the loyal HNI clientele of Lakewater Advisors, the good news scroll did not end here.

Because Lakewater Advisors has aced among each and every contemporary Portfolio Managing bodies prevailing in the arena today. It’s the second time in tenure of three years since inception that we have been in a leading position among the PMS Fund Managers that are in the financial vogue.

With a strikingly high retention rate since we were born, certain fundamentals in our philosophy has helped us make it to peak of the summit of Investment Managers in the Indian eco-system. And these fundamentals were certainly staying Asset-light, being led by a sound corporate governance, indulging in a debt-free synergy and beyond all investing in innovation and research that sets us apart.

It was these fundamentals that we began with three years back.
It is these fundamentals that led us to acing twice in our third operative year.

Meanwhile we would like to as well take the opportunity here to congratulate the hard-work of the teams of Hem Securities, Purnartha, Unique Asset Management & Marcellus. Let’s strengthen India’s finance scene, together ahead!

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