About Us
Mr.Shiv Kumar Damani
Mr. Shiv Kumar Damani, the founder of Damani Wealth, brings with himself a rich and diversified experience of 34 years. His experience spans Wealth Management, Corporate Finance, Management Consultancy, Merchant Banking, Investment Banking and Real Estate.
An FCA and ACS by qualification, amongst others he has handled HNI Wealth Management, Corporate Treasury, Corporate Finance, Merchant Banking, Management Consultancy and Real Estate. Before founding Damani Wealth, he served as an Executive Director in Anand Rathi group for 15 years, a fulfilling journey of 25 years which he started as one its first employee.
At the heart of his work lies absolute transparency, a quality he believes to be as important as the ability to advise. His dream of creating a company with his own brand image of transparency, trust, simplicity and client centricity led to the founding of Damani Wealth.
His investment technique combines process and technology with a “goal based” approach to ensure the creation of an asset allocation which is relevant and resonates with the client.
In his own words, timing the market or stock picking are distractions. Investment management is creation of a legacy, and needs to be handled accordingly.
About Us
Mr. Shiv Kumar Damani, the founder of Damani Wealth, brings with himself a rich and diversified experience of 34 years. His experience spans Wealth Management, Corporate Finance, Management Consultancy, Merchant Banking, Investment Banking and Real Estate.
An FCA and ACS by qualification, amongst others he has handled HNI Wealth Management, Corporate Treasury, Corporate Finance, Merchant Banking, Management Consultancy and Real Estate. Before founding Damani Wealth, he served as an Executive Director in Anand Rathi group for 15 years, a fulfilling journey of 25 years which he started as one its first employee.
At the heart of his work lies absolute transparency, a quality he believes to be as important as the ability to advise. His dream of creating a company with his own brand image of transparency, trust, simplicity and client centricity led to the founding of Damani Wealth.
His investment technique combines process and technology with a “goal based” approach to ensure the creation of an asset allocation which is relevant and resonates with the client.
In his own words, timing the market or stock picking are distractions. Investment management is creation of a legacy, and needs to be handled accordingly.
Mr.Shiv Kumar Damani
About Us
Mr.Shiv Kumar Damani
Mr. Shiv Kumar Damani, the founder of Damani Wealth, brings with himself a rich and diversified experience of 34 years. His experience spans Wealth Management, Corporate Finance, Management Consultancy, Merchant Banking, Investment Banking and Real Estate.
An FCA and ACS by qualification, amongst others he has handled HNI Wealth Management, Corporate Treasury, Corporate Finance, Merchant Banking, Management Consultancy and Real Estate. Before founding Damani Wealth, he served as an Executive Director in Anand Rathi group for 15 years, a fulfilling journey of 25 years which he started as one its first employee.
At the heart of his work lies absolute transparency, a quality he believes to be as important as the ability to advise. His dream of creating a company with his own brand image of transparency, trust, simplicity and client centricity led to the founding of Damani Wealth.
His investment technique combines process and technology with a “goal based” approach to ensure the creation of an asset allocation which is relevant and resonates with the client.
In his own words, timing the market or stock picking are distractions. Investment management is creation of a legacy, and needs to be handled accordingly.
Why Us
Our Services
Wealth Creation and Protection
Damani Wealth offers a range of investment products to assist investors to create optimum asset allocation most suitable to their individual wealth objectives. The entire focus is to assist investors with simple, well regulated, tax efficient, and liquid investment products like Mutual Funds, PMS, AIFs etc. to achieve their wealth objectives.
The focus is to offer a bouquet of well diversified and wide range of investment products. They are sourced from existing investment products of reputed Third-Party Service Providers as against creating proprietary products to avoid bias and conflict of interest.
Every investment product, before being offered to the Investors, need to undergo and pass the following quantitative and qualitative parameters:
Quantitative Parameters
Risk
Damani Wealth offers a range of investment products to assist investors to create optimum asset allocation most suitable to their individual wealth objectives. The entire focus is to assist investors with simple, well regulated, tax efficient, and liquid investment products like Mutual Funds, PMS, AIFs etc. to achieve their wealth objectives.
The focus is to offer a bouquet of well diversified and wide range of investment products. They are sourced from existing investment products of reputed Third-Party Service Providers as against creating proprietary products to avoid bias and conflict of interest.
Every investment product, before being offered to the Investors, need to undergo and pass the following quantitative and qualitative parameters:
Return
- Analysis of past performance based on historical rolling return data.
- Valuation Parameters like P/E Multiple, P/B ratio, Market Cap / GDP Ratio etc.
- Difference between Gross Return and Net return post Fund management charges, performance Fee and other chargaes
- applicable Income Tax rate and Post tax return.
QUALITATIVE PARAMETERS
- Reputation of the Promoters and their focus on the business.
- Decision-making process and optimum delegation
- Well Defined Succession Planning
- Qualification, experience and continuity of Key Managerial Personnel.
- Staff turnover ratio and happiness parameters
- ESG practices at the organization
WEALTH SUCCESSION​
Along with wealth creation and protection we also have a focus on succession. In order to assist our clients to achieve their wealth succession objectives we help our Investors in succession planning like Nominations, Will, creation of trust and other measures to ensure smooth and effective wealth succession.
Our Services
To get in touch with us for any service related queries, drop us a message and we will be happy to serve you.
Wealth Creation and Protection
Damani Wealth offers a range of investment products to assist investors to create optimum asset allocation most suitable to their individual wealth objectives. The entire focus is to assist investors with simple, well regulated, tax efficient, and liquid investment products like Mutual Funds, PMS, AIFs etc. to achieve their wealth objectives.
The focus is to offer a bouquet of well diversified and wide range of investment products. They are sourced from existing investment products of reputed Third-Party Service Providers as against creating proprietary products to avoid bias and conflict of interest.
Every investment product, before being offered to the Investors, need to undergo and pass the following quantitative and qualitative parameters:
Quantitative Parameters
Risk
Damani Wealth offers a range of investment products to assist investors to create optimum asset allocation most suitable to their individual wealth objectives. The entire focus is to assist investors with simple, well regulated, tax efficient, and liquid investment products like Mutual Funds, PMS, AIFs etc. to achieve their wealth objectives.
The focus is to offer a bouquet of well diversified and wide range of investment products. They are sourced from existing investment products of reputed Third-Party Service Providers as against creating proprietary products to avoid bias and conflict of interest.
Every investment product, before being offered to the Investors, need to undergo and pass the following quantitative and qualitative parameters:
Return
- Analysis of past performance based on historical rolling return data.
- Valuation Parameters like P/E Multiple, P/B ratio, Market Cap / GDP Ratio etc.
- Difference between Gross Return and Net return post Fund management charges, performance Fee and other chargaes
- applicable Income Tax rate and Post tax return.
Quantitative Parameters
- Reputation of the Promoters and their focus on the business.
- Decision-making process and optimum delegation
- Well Defined Succession Planning
- Qualification, experience and continuity of Key Managerial Personnel.
- Staff turnover ratio and happiness parameters
- ESG practices at the organization
Wealth Succession
Along with wealth creation and protection we also have a focus on succession. In order to assist our clients to achieve their wealth succession objectives we help our Investors in succession planning like Nominations, Will, creation of trust and other measures to ensure smooth and effective wealth succession.
Contact Us
To get in touch with us for any service related queries, drop us a message and we
will be happy to serve you.
will be happy to serve you.
Damani Wealth LLP
Corporate Office
810, Vakratund Corporate Park, Vishweshwar Nagar, Off. Aarey Road, Near Udipi Vihar Restaurant, Goregaon (East), Mumbai – 400063
+91 9967576906