Serenity Wealth announces its online wealth self-management toolbox, SereneKit DIY, for investors
SereneKIT DIY uses the RRR--required rate of return—framework, which helps investors identify and manage portfolio risks for themselves
Mumbai : Serenity Wealth announced the release of SereneKit DIY, an online wealth management toolbox designed to assist users build and manage portfolios based on their own unique risk tolerance and financial goals.
The web-based application in this toolkit was conceived of by wealth management veteran Ashish Khetan and built by a team of domain specialists, interface designers, and engineers to function consistently across desktop browsers, tablets, and smartphones.
The framework of RRR, or needed rate of return, which SereneKit DIY is built around, helps investors estimate the minimal return on investment they should seek for themselves based on risks they specify. With their self-articulated RRR in hand, SereneKit DIY users may design plans that cater to their unique set of immediate and far-off financial requirements and ambitions.
SereneKit DIY was created with the intention of demystifying and simplifying wealth management, as stated by Serenity Wealth’s founder, Ashish Khetan. “In all my years as a wealth manager, I have found that investors struggle to define their individualised needs and evaluate the risk-reward trade-offs between different asset classes amid the noise and the promises made by third-party managers,” Khetan says. Do you want guaranteed returns or increasing returns? Should you put your money in stocks, bonds, gold, property, or tax shelters? The RRR structure in SereneKit DIY is an attempt to alleviate the problems experienced by both inexperienced and more seasoned investors. The intuitive web-based tool is designed to streamline processes and give investors more control over their financial futures. and absolute, unambiguous clarity.”
About Serenity Wealth
Serenity Wealth is founded by Ashish Khetan*, a wealth management expert who has handled HNI and super HNI portfolios for more than 25 years with India’s Kotak Mahindra group.
Serenity Wealth’s platform and practice-led approach guides enables, and empowers EVERY investor to achieve financial goals that are optimized to their own risk-reward preferences. Regardless of net worth–from beginners to HNIs, family offices, and corporates.
Serenity Wealth is a SEBI Registered Investment Advisor (RIA), which means that its only source of income is client fees, and not conflict-of-interest commissions from cross-selling third-party products or services.
Serenity Wealth is a SEBI Registered Investment Advisor (RIA)*, which means that its only source of income is client fees and not conflict-of-interest commissions from cross-selling third-party products or services.
Website: www.serenitywealth.in
*Ashish Khetan is the proprietor of Meeraj Advisors (SEBI registration no. INA000017763 and registered address at B-2104, Oberoi Exquisite, Goregaon East, Mumbai – 400063)