FinSharpe Investment Advisors

Principal Advisor: Rohan Borawake

SEBI RIA Reg No: INA000018489

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Overview

All services

Financial Planning

Investment Advisory

Model Portfolios

SEBI Disclosures

Contact details

info@finsharpe.com

+91 9923411966

506 Seasons Business Square, Aundh, Pune 411007

FinSharpe Investment Advisors

Principal Advisor: Rohan Borawake

SEBI RIA Reg No: INA000018489

FinSharpe is a SEBI registered investment advisor that creates long term investment strategies using quantitative finance.

Why FinSharpe?

FinSharpe came into existence to enable investors to reduce psychological biases from investment decisions by providing data driven insights. As fiduciaries, we offer investment advice with full transparency and without any conflict of interest.

The Process

We follow a thorough research process that comprises of :-

Ranking

An appropriate universe with a suitable benchmark is selected based on the investment theme. Fundamental & pricing factors that have a long-term relation with the assets are applied to rank the universe.

Allocation

Advanced statistical methods are applied to find the optimal asset allocation on the efficient frontier curve. Constraints on security and sector level weights are applied with a suitable rebalance frequency to create an optimal portfolio.

Risk Management

A 10+ years backtest is done after accounting for various data biases, trading fees, & slippages with a dataset of more than 2 million records. The strategies are evaluated based on 50+ performance parameters to ensure comparitive.

The Founders