BusinessActive managment

Active managment

Active Management Services by Athworth Wealth

Athworth Wealth’s active management services are designed to deliver superior investment outcomes through proactive, and digital way to track their financial goals. By leveraging our integration with Investwell software and advanced technology, we dynamically manage portfolios to capitalize on market opportunities and mitigate risks. Below are the key technology-driven features of our active management services, crafted to optimize returns and enhance client experiences.

Proactive Portfolio Management

Dynamic Asset Allocation: Utilize real-time market data and Investwell’s advanced analytics to actively adjust portfolio allocations, ensuring optimal risk-reward balance based on market conditions.

Continuous Monitoring: Track portfolio performance 24/7 with live updates, enabling swift responses to market shifts and economic trends.
Rebalancing Automation: Employ Investwell’s automated rebalancing tools to realign portfolios with client objectives, minimizing drift and maximizing returns.

Active Management

In our Active Management offering, we distribute a curated selection of actively managed
mutual funds, PMS, and AIF products designed to seek superior returns through dynamic
portfolio adjustments by experienced fund managers. These strategies involve ongoing
research, stock selection, and market timing to potentially outperform benchmarks, catering
to investors with higher risk appetites. As your distributor, we assist in identifying options
that match your investment horizon and objectives, ensuring all processes comply with
SEBI’s code of conduct for distributors. This service emphasizes transparency in fees,
performance reporting, and risk disclosure, helping you navigate volatile markets while
adhering to regulatory standards on distribution practices

Risk Management and Optimization

Tax-Loss Harvesting: Leverage Investwell’s analytics to identify tax-ecient opportunities, such as selling underperforming assets to offset gains and reduce tax liabilities.
Diversification Strategies: Actively diversify across asset classes, sectors, and geographies to minimize risk while pursuing alpha, supported by real-time data.

Compliance and Security

Regulatory Adherence: Simplify compliance with automated reporting and documentation tools, ensuring alignment with financial regulations and industry standards.

Audit-Ready Records: Maintain comprehensive transaction and portfolio records for seamless audits, supported by Investwell’s compliance features.

Ongoing Support and Expertise

24/7 Portfolio Oversight: Provide continuous monitoring and support through Investwell’s always-on technology, ensuring portfolios remain optimized around the clock.
Dedicated Relationship Manager Access: Our clients direct access to expert RM for real-time guidance on market opportunities.
Client Education Tools: Empower clients with integrated resources like market updates, performance calculators, and educational content to enhance investment literacy.
Athworth Wealth’s active management services combine hands-on expertise with cuttingedge technology from Investwell to deliver dynamic, results-driven portfolio management. By actively managing investments with precision and agility, we help clients navigate complex markets, seize opportunities, and achieve their financial objectives with confidence