Wert Finserve

“WERT” means VALUE in German. We wanted to be unique in our approach towards investments and also have an unfathomable passion towards the markets and the investment opportunities that it provides. This was the common moto that brought us together to a common goal – the formation of “WERT”.

We wanted to address a few areas in the investment management space with a thorough process in place and build capabilities around it. One of the areas were that we should be solution oriented and not product focused in our investment strategy, which in-turn made us look internally to create and develop capabilities around all asset lines in the financial investing space like Equity, Debt, Gold and Real estate. We wanted to learn continuously about the economy, market behavior and the challenges it springs at everyone, to find answers to the many questions it poses. This struggle to find the answers lead us to connect the economy to the asset price movements and with the help of evaluating many methods/ models, we ascertained our growth inflation model to determine our broad strategic asset allocation.