Chartered Accountants

Don’t wait for better investment options. Invest and then wait for a better time.

Importance of Investing in Equities For Chartered Accountant

  1. Compounding Benefit
    An important benefit of investing in the equity market is the power of compounding. This is because when the companies generate profits, they deploy that money back into their business for expansion hence generating a superior return on investments. This in-turn gets reciprocated to the shareholder of the company hence generating their wealth.
  2. Beat Inflation
    Equity as an asset class has the ability to beat the inflation over the long run. This is the most important benefit of equity investment as it generates a higher rate of return  than inflation so that the value of your investment is preserved and you earn handsome returns as well. It is especially important when you are planning an investment for the long run.
  3. Securing the Generations
    Equity investment gives you an opportunity to create legacy and generate extra wealth for your family’s future. Equity investment can help you create a wealth which is sustainable and at the same time growth oriented. Also it will help secure the future of your next generations as equity will help pass on your accumulated assets to them.
“Chartered Accountants add extreme value to their clients life by optimising their financial management. We, as Brighter Mind, add value to their financial life by creating wealth for them.”

Why Chartered Accountants Need Brighter Mind?

  1. Lack of time
    Due to their professional commitments as Chartered Accountant, they do not have ample time to look after their own portfolio and stock market developments which can significantly impact their portfolio. Brighter Mind as an investment advisor intends to bridge this gap and add value to their investment management.
  2. Insufficient Research
    Chartered Accountants being experts in accountancy and taxation, do not have sufficient resources for stock market investing. In order to generate high returns in the stock market consistently, one must perform thorough research on the company and its fundamentals. Brighter Mind brings in this capability on your table and offers the best in class research-backed advice.
  3. Capital Safety
    To find the best company for the portfolio, one must require the expertise and market knowledge or their portfolio might suffer. Brighter Mind, being a seasoned professional, designs a portfolio of quality companies without compromising the capital safety. This is done by investing in companies at deep valuation and staying invested for the long term and effectively ignoring market noises.
  4. Superior Returns
    Investing in the equity market can provide very lucrative returns provided that investment is done in a systematic manner. Also, it is important to control the emotions in order to generate good returns. Brighter Mind helps chartered accountants at every point of investing decision and proactively advice on portfolio strategy. This helps create sustainable wealth in the longer run for the investors.


Our Seamless Process

Investment Planning

Phase 1

Investment Planning

As chartered accountants help clients to manage their finances the best way, our prime focus is to make their financial life easy. Hence initially we understand the client’s need and investment horizon then accordingly create an investment plan.

Portfolio Designing

Phase 2

Portfolio Designing

Once the analysis is done, we design the customised portfolio for the chartered accountants. This helps generate long term wealth by generating higher returns than the market average. The portfolio is designed in such a way that the risk is lowest so that it can be comparable with fixed deposits in the longer term.

Portfolio Tracking

Phase 3

Portfolio Tracking

Our dedicated team tracks your portfolio regularly. We check all the business activities, announcements, amendments in industries and their implications on the holding companies. All the companies are closely tracked for the red flag so that the risk is mitigated in time.

Performance Review

Phase 4

Performance Review

We schedule portfolio performance reviews with the clients on a regular basis and discuss the past and the future actionable. We address all their queries and issues related to the portfolio so that the clients experience the seamless wealth creation journey.

Improve the health of your wealth creation now!

The best time to start investing for wealth creation is today!

Invest with Brighter Mind and live a worry-free financial life. We will make sure to protect your investment and create your wealth at the same time!