YOUR PERSONAL CFO
YOUR PERSONAL CFO
Purpose
Define your values towards money. Understand and Recognize your Needs vs Wants.
Ambition
Freedom
Purpose
Purpose
Ambition
Ambition
Freedom
Freedom
YOUR SECURITY...OUR ETHOS
YOUR SECURITY...OUR ETHOS
MINDS WE FOLLOW
MINDS WE FOLLOW
Charles Thomas Munger
VC of Berkshire Hathaway
"The big money is not in the buying and the selling but in the waiting."
John C Bogle
Founder & CEO of The Vanguard Group
"When there are multiple solutions to a problem, choose the simplest one."
Raghuram Rajan
Economist & 23rd Governor of RBI
"Not taking risks one doesn’t understand is often the best form of risk management."
Nassim Nicholas Taleb
Risk Analyst, Author of "The Black Swan"
"Intelligence consists in ignoring things that are irrelevant."
Charles Thomas Munger
VC of Berkshire Hathaway
We engage families to create wealth & a secondary income to achieve their life’s ambitions.
John C Bogle
Founder of CEO of The Vanguard Group
"We engage families to create wealth & a secondary income to achieve their life’s ambitions."
Raghuram Rajan
Economist & 23rd Governor of RBI
"We engage families to create wealth & a secondary income to achieve their life’s ambitions."
Raghuram Rajan
Economist & 23rd Governor of RBI
"We engage families to create wealth & a secondary income to achieve their life’s ambitions."
CLIENT EXPERIENCE & TESTIMONIALS
CLIENT EXPERIENCE & TESTIMONIALS
I have been advised by Deeraj for over 5 years and the experience has been outstanding. They have been 'Available' to me always and have dealt with me with utmost transparency taking into account what is best for me rather than them. I can see that they have invested in the necessary processes, tools and technology and I wish them well in their endeavors...
Mr. N.G Subramaniam
Deeraj is an integral part of my life: he started managing Investments and today they are managing my life (Finances, Insurance, Tax) and started planning for my life, post cricket. In 15 years of professional cricket, I have dealt with several banks. Till date, no firm has come close to the commitment, care and compassion Deeraj’s team has shown towards me. Not only do I recommend Deeraj to my cricketing colleagues, but Deeraj today also manages the Finances & Taxes of both my company's.
Mr. Robin Uthappa
Deeraj has helped me understand that no matter how small or big we are, it's the investment that matters. We began investing after the birth of our son and it has been one of the best decisions of our life. Deeraj and his team have always been honest, open. His recommendations are focused on our needs and that is motivating.
Mr. Ryan Fernando
I have been at Narayana Health since 2000. As doctors, we are 0 in our personal financial planning. Deeraj is like a son to me and has taken over all financial responsibilities. In India, lady partners are forgotten about by our family and husbands – but not by Deeraj. Soon, Deeraj will become the HELPLINE for all senior citizens.
Dr. Asha Naik
I have been using Deeraj’s services and expertise in investment management for a couple of years now. His depth of knowledge and client friendly approach is really useful for someone like me who does not have the time or capacity to manage investments. Would recommend his services to anyone who is looking to use an investment manager!
Mr. Prateek Shroff
VP - Brookefield Asset Management
I have been investing with Ethos since 2018 and I have been so happy with the level of personalised support that Deeraj and his team provide. No matter the amount, the time of day or the kind of query one has, they are always available and make you feel like they are indeed looking after your best interests. I switched over to Ethos after initially investing with the big banks and I can honestly say that I will never go back to that. Thanks Ethos for supporting me with my investment decisions and helping me grow my portfolio!
Maya Katakam
WHAT WE DO
WHAT WE DO
Investment Management
Financial Planning
ENGAGE | EDUCATE | ENABLE
EDUCATION CORNER
International Fund – A Double Edged Sword
- August 19, 2020
- 0
Lesson Learnt From Rahul Dravid
- July 29, 2020
- 0