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Overview

Who we are overview
"All Investment are not good,
Only right Investments are Profitable."

People across the Globe have been investing since many centuries. Some experienced phenomenal wealth creation and lots of them had bad experience. A thin line of difference between the two category of people is right investment. Only those people have made profits who have made right investments.

Roboadviso.com is promoted by an award winning team of Alpha Capital which caters to High Networth individuals (HNI). The company has been helping their clients in creating wealth for many years by making them invest the right way.

Roboadviso.com is a social effort of the company to take their successful model of wealth creation to a normal citizen of India who doesn’t have a good Financial Advisor or who doesn’t Have time to think about investments. Roboadviso.com is an endeavour of the company to make every citizen of India a rich and happy citizen.

Roboadviso.com helps people in creating wealth by keeping things simple, recommending low cost products, following the discipline of Asset Allocation and give unbiased advice with high level of transparency.

vision & values

Vision

Make every Indian a Rich Indian

Values

  • Create awareness about the importance of Investments
  • Recommend right Investment Plan by understanding the needs & risk profile of Clients
  • Work in favour of Clients and give unbiased advice
  • Recommend simple and low cost products & solutions
  • Maintain high level of Ethics & Transparency
vision

Credentials

Roboadviso.com is promoted by the Team of Alpha Capital which has been
recognised globally for working in favour of their clients.

money today award
city wealth award
financial advisor award
CFA institute award
LSE award

Management Team

The management team has more than 25 years of experience in capital market.

The key members are as under:

mukesh jindal

Dr. Mukesh Jindal
(CFA, CFP, CAIA, Ph.D.)

Mukesh brings with him the expertise of setting up and managing Family Office
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akhil bhardwaj

Akhil Bhardwaj

Akhil has years of experience in Private Wealth Management. Akhil has done his MBA in finance from ICFAI Business
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pankaj kumar

Pankaj Kumar

Pankaj did his MBA in Finance from ICFAI Business School, Ahmedabad after completing his Engineering in
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Investment Philosophy

As per research, portfolio returns in long term are dependent on following factors:

The above pie, clearly shows that Asset Allocation is the most important factor in portfolio return.
Asset Allocation means how investment amount is diversified across different Asset Classes.

Keeping the above in mind, Roboadviso does the following to design and recommend the most
optimum portfolio to clients:

  • Undesrtand Risk Profile, Time Horizon, Age etc from client to decide the right Asset Allocation.
  • Recommend the best Fund Managers in Country with consistent track record to capture extra return be their stock & sector selection skills.
  • Recommend Hybrid products to capture advantage of Rebalancing and Market Timing.
  • Recommend low cost products to increase the return of overall portfolio.
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