Fermi325 works on the principle of 100% alignment of interest with our clients. We are SEBI registered Investment Advisors. In Investment Advisory, we work with SFO, UHNI & HNI to develop a sustainable investment strategy using our philosophy of Value Investing. We look at cross assets and global assets investment strategy. Our preferred ownership period of securities in assets is measured in decades. We believe that to achieve investment outperformance, the key is to always seek situations that offer great risk-reward scenarios for a long term investor. In order to achieve this, we look for either great companies which are run by great managers and have sustainable advantage around which we seek to build our long term portfolio, or opportunistic purchase of fair companies at massive margins of safety. We also help few of our clients who look at their investment portfolios as vehicles towards meeting their social projects. We help the investment portfolio transition into an endowment. Our philosophy of value investment and our endowment strategy we believe should over time ensure that it can meet twin goals of financial obligations & ensuring that it can support the purchasing power of the endowment fund. Our Startup consulting business works with select startups in technology & consumer discretionary space, to scale their business. We prepare them for the long haul and help them get an edge over their peers by building various sources of competitive advantages. We work with them in ideation of the most optimum strategy suited to help develop their competitive edge, help them in developing a strong brand communication and engagement system with their customers, manage their operations with strong agile processes that evolve with growth, help them identify the right talent fit for their vision, and raise funds for them as and when the business needs it to funnel its growth.
| Website | http://www.fermi325.com |
| Employees | 10 (7 on RocketReach) |
| Founded | 2015 |
| Technologies |
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| Industry | Investment Management |
| Keywords | Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Sustainable Investing, Sebi Registered, High Net Worth Individuals, Ultra High Net Worth, Financial Advisor, Investment Consultant, Wealth Preservation, Retirement Planning, Estate Planning, Tax Optimization, Risk Management, Investment Solutions, Financial Services, Long Term Investments, Capital Preservation |
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Chaitanya Kekre is the Managing Partner and Portfolio Manager of Fermi325.
7 people are employed at Fermi325.
Fermi325 is based in Pune, Maharashtra.