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WEICL Investments

Investment Management

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WEICL Investments

Overview

We seek to create positive economic impact and long-term value for our investors and the companies we invest in. Our investments are designed to preserve and grow our limited partners’ capital, providing financial security to individuals, and other institutional investors. WEICL was started by Soumay Gupta, FRM with the vision of value creation in Investment Management. Our Businesses are diversified across Business Consulting, Business Buyouts, PE, VC, Debt Restructuring, Fund Raising, M&A, Business Valuation, Infra Financing, Option Strategies, Portfolio Management, Capital Markets, Investment Management, Hedging, Value Investing, Mutual Funds. Offerings for Retail Investors - PMS (Portfolio Management Services) - where we provide you with Model Portfolios that suits your risk / return profile. PMS contains Portfolios ranging from high risk Multibaggers ( giving 15x returns) to Conservative portfolios focused on capital protection. Mutual Funds - Our team of experts dedicated to Mutual Funds analysis and portfolio recommendations. This service is made for those investors who are not comfortable in directly investing in stocks and want to prefer Mutual Funds. ETF Investments - Exchange Traded Funds are for those investors who are not comfortable in directly investing in stocks but want same liquidity as stocks. ETFs are similar to mutual funds but are more liquid, as they are traded on stock exchanges. Fixed Income - Our team of experts dedicated to Debt Instruments analysis and recommendations. This service is made for those investors who are not comfortable in directly investing in stocks and want to prefer conservative/fixed income via Tax free Bonds, Corporate Bonds, Govt. Bonds and Non Convertible Debentures(NCD). Retirement Planning - Our Portfolio Plans especially designed for Retirees income need. These plans are more conservative and focused on producing regular income after retirement. Also takes their financial goals into consideration like child marriage, education etc. Financial Planning - A comprehensive plan by our managers to meet client's current and future financial goals and responsibilities. Wealth Management - Our investment management and financial planning solutions for clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW). AIF - Alternative Investment - Select from a diversified portfolio of non-listed alternative investments encompassing hedge fund, private equity, real estate, and alternative income strategies