Achieve your wealth aspirations while carefully managing the associated risks

Should You Choose This?

If you are a Senior Salaried Executive, 40+ years of age leading a hectic lifestyle in a Global Tier 1 city with an investment horizon of 3-5 Years this is for you!

What Will You Get?

Why do clients come to us?

We started our investment portfolio back in 2020 with Everguard and we have already accumulated a significant corpus. The highlight of this journey has been proactive service, regular check-in sessions, balanced advice and higher than expected returns.

Sales and Operations leader, Fortune 100 Company, Singapore

I connected with Arjun at Everguard in 2016 to develop a plan to manage funds to cater for my life goals i.e. children’s education and wealth building through capital growth. I have found him and his team to have sound market knowledge, high integrity, a clear vision and foresight to be ahead of the curve. Have got a very personalised investment management service which is precise and on point. My trust in Everguard and Arjun is complete!!

Director Operations, Spanish Cosmetics Conglomerate

For many years my husband and I were looking for a trusted partner to help us with our investments. We tried many brokers, but we always found them selling for their benefit rather than for our needs. With Everguard our experience has been phenomenal. I am really happy with their focus on our financial needs, customer first mindset and amazing administration and processes. There is periodic portfolio review and most importantly, returns on my investments has been really good.

Head of Operations & IT India, Fortune 500 Financial Services Co

Important Questions from Clients

Is my portfolio well diversified and resilient?
Your wealth portfolio will be structured on sound asset allocation principles and will include top-tier, high-growth funds managed by leading asset management firms renowned for their proven success in overseeing billions of dollars for both institutional and retail clients. You can have complete confidence in the expertise and reliability of our investment team.
Can I liquidate my portfolio partial or in full?
Yes, you can, however it is suggested you stay invested for at least 4-7 years as these are equity portfolios and the wealth building process needs time.
Will my money be invested through your company bank account?
No, it will be transferred from your bank account to the Asset Management Company’s fund account i.e. at no time your money comes to Everguard’s bank account.
How much does Everguard get paid for managing my assets/ money?
Based on your average assets/money under management, the Asset Management Company pays Everguard a certain percentage of the fund/portfolio annual expense fee, ranging from 0.9% -1.25%.
Everguard’s Average annual revenue for a wealth portfolio is approximately 1%

Ready to start investing to fund your wealth growth?