Clovek Wealth

Clovek Philosophy

Our Investment Philosophy

Our name, Clovek, originates from the Czech dictionary, meaning human. At the core of our investment philosophy lies a human-centric approach. Long-term market returns are grounded in fundamentals, whereas short-term fluctuations often reflect collective emotions like greed and fear. We view understanding of long term market movement as a science and short term as an art. Our investment philosophy blends scientific precision in constructing portfolios for long term sustainable wealth creation with an artistic flair for leveraging short-term market dynamics influenced by human emotions

About Us

Why Choose Us?

Our investment process is built on the premise of pursuing excellence with a disciplined and rigour research approach. We strive to achieve consistent and superior risk adjusted investment performance by being grounded in time-tested basic principles, maintaining the highest degree of due-diligence, having an eye for detail seeking behind every security selection and refining our strategies continuously to obtain optimal returns for the investors.

The disciplined approach we follow combines fundamental analysis with quantitative research for effective identification of opportunities and management of risks. In addition, we emphasize on educating investors so that they can make informed decisions; hence providing regular market updates as well as clear communication regarding their investment’s performance together with rationale behind those movements made.

Portfolios

Clovek Quant+

Clovek Quant+

Objective: Long-term wealth creation by investing in high-quality stocks with strong momentum through a data-driven quantitative model

Features: 

Clovek Perseverance

Clovek Perseverance

Objective: Long-term wealth creation by investing into quality businesses through a top-down approach

Features: 

Clovek India Opportunities Portfolio(IOP)

Clovek India Opportunities Portfolio(IOP)

Objective: Long-term wealth creation by investing into quality businesses through a bottom-up approach with thesis backed on company specific stories with a blend of top-down approach

Features: 

Value

Clovek Deep Value

Objective: Long-term wealth creation by investing into businesses which have significant price value mismatch

Features:

Clove Services

The Best Service We Offer

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

PMS

Tellus litora curabitur consequat risus vestibulum purus leo tempus adipiscing vitae ut neque sem.

IAP

Tellus litora curabitur consequat risus vestibulum purus leo tempus adipiscing vitae ut neque sem.

MF Advisory

Tellus litora curabitur consequat risus vestibulum purus leo tempus adipiscing vitae ut neque sem.

Investment Banking

Tellus litora curabitur consequat risus vestibulum purus leo tempus adipiscing vitae ut neque sem.

Index Managment

Tellus litora curabitur consequat risus vestibulum purus leo tempus adipiscing vitae ut neque sem.

Join Us

Become A Partner

regulatory disclosure

SEBI requires RIA’s to disclose complaint status on their homepage. Pursuant to app the same, the status of complaints received at SCORES (SEBI Complaints Redress System) during the mentioned months are as follows:

Complaint Status as on 31th October 2024 Numbers of Complaints
At the beginning of month
o
Received during the month
o
Received during the month
o
Pending at the ending of the month
o
Reason for pendency
N/A