We offer discretionary portfolio management, advisory and research services to individual and corporate investors. Our investment strategy is designed for long-term capital appreciation and our sole objective is to produce growth over the entire business cycle. We measure our performance against the MSCI World Index and our investment endeavours strive to outperform this index over the full stock-market cycle.

Our clients benefit from our value-based investment philosophy, extensive research and flexible portfolio management style. In order to produce long-term growth, we invest in global markets and depending on our business outlook, we allocate capital to various asset-classes (stocks, bonds, commodities and cash). Our investment operations are highly transparent and we report to our clients on a monthly basis.

We utilise a disciplined, opportunistic approach to our investments and are not constrained by market capitalisation, industry/sector or geographical location. Our value-oriented investment strategy is a blend of macro-economic research and bottom-up analysis of individual securities.

As a boutique investment firm, we are able to provide a highly personalised service. Furthermore, our clients’ assets are held with world-class custodians in segregated accounts and we look after their capital with utmost care and concern. In today’s complex and rapidly changing economic environment, we offer our clients clarity and vision.

Puru Saxena Wealth Management is an established money-management firm in Hong Kong. We are regulated by the Securities & Futures Commission of Hong Kong and registered with the Hong Kong Confederation of Insurance Brokers.