Club Millionaire Financial Services Private Limited Information

Established in 2007, Club Millionaire is a professionally-managed and one of India’s well-reputed, SEBI registered Portfolio Management Services firm. What started off as a modest entrepreneurial venture, today manages the financial savings of over Rs. 2,400 crore, for close to 1,000 select clientele across 29 countries worldwide, from its offices in Mumbai and Cochin, India. Club Millionaire is known for its trust-based culture, fair policies and ethical practices. We believe trust is a powerful motivator and your autonomy is more value-enhancing than a typical command-and-control structure. We emphasize incentive payment by results. Our code promotes honesty, integrity, selection and promotion purely on merit. The firm manages the ‘All-Star Portfolio’, an investment strategy, on a long-term, value-oriented basis with focus on – · Highly Profitable Consumer Franchises (incl. credit rating co’s) · Ethical & Passionate Management with a Wise Capital Allocation Record · Buying ‘Big’ at Fair Valuations These dominant, brand-owning consumer businesses (we prefer to call them “All-Star”) have strong pricing power, are cash generative with master-of-their-destiny business models and tend to grow shareholder value over the long term. During difficult economic scenarios like inflation or deflation, they are able to protect their earnings and grow profitably. By doing exhaustive primary research, ignoring fads and sticking to our principles, we have built an enviable track record over a 15-year period. In fact, we are India’s Top Performing Portfolio Manager, as per Bloomberg Quint / SEBI reports. Our overarching goal is ‘To win our clients over and earn their friendship for life’. With an industry high client retention ratio of 98%, the evidence suggests that most clients have indeed embraced this lifetime friendship concept. Club Millionaire’s approach, process, advice and relationship is radical from market behaviour.