WELCOME
to Inertia, A Sebi Registered investment adviser committed to affordable and transparent access to investment expertise in building sustainable wealth
Why we Do, What we do..
Investing is a relatively new concept for most Indian households. Historically, previous generations in India lacked the financial surpluses needed to invest beyond meeting basic needs. Limited disposable income meant that savings and investments were minimal, driven primarily by the necessity to fulfill immediate requirements like food, education, and healthcare. This shaped a mindset where investing wasn’t seen as a priority or even a viable option for most families.
However, with the turn of the millennium, things began to change. The economic reforms of post-liberalized India began to bear fruit, and Indian households, especially well-educated professionals, started gaining recognition globally. Despite this newfound success, many still lacked the financial literacy to manage and grow their wealth effectively.
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Inertia found its roots in 2012 when our founder Shobhit Khare recognized this gap and committed to building a framework that empowers individuals to achieve financial freedom. His vision is to provide affordable and transparent access to investment expertise, enabling people to make informed financial decisions. Having experienced a lack of financial security firsthand, we understand the challenges of managing wealth responsibly.
It's All About YOU
​Your Story
What has been your wealth creation journey so far, and how do you want to shape your future?
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Your Commitments
What are you committed to building for yourself and your family? How should your investment be structured to give you freedom?
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​Your Approach
Every successful person has their own way of approaching finance. Understanding your views while creating your investment profile is critical.
How you benefit from
Our Investment & Client-centric Approach?
Here are some key ideas that you should expect from us to execute for you.
01
Returns indicate the past and investments are made for the future.
Our investment philosophy is rooted in a forward-looking approach that balances historical insights with future prospects. While past performance offers valuable lessons, we recognize its limitations during market exuberance. We advocate for a nuanced perspective that considers emerging opportunities and potential risks, focusing on market trends, industry dynamics, and individual company fundamentals to identify growth potential.
03
High Volatility is not high risk.
Understanding the distinction between volatility and risk is another cornerstone of our strategy. While volatility measures price fluctuations, true investment risk is determined by factors such as financial health, competitive advantage, and management quality. By conducting thorough fundamental analysis and maintaining a long-term perspective, we capitalize on opportunities for sustainable wealth accumulation.
02
Asset allocation is not a function of age but cashflows.
Our approach to investment recognizes that age alone does not determine risk tolerance. Instead, we prioritize the integration of cash flow dynamics into investment decisions, as they provide a more accurate reflection of an individual's risk appetite and financial circumstances. By shifting the focus from age-based assumptions to cash flow-driven planning, we empower clients to make informed investment choices tailored to their specific needs and goals.
04
Every investor needs to find an unique investment solution that works for him.
Our investment philosophy is rooted in a personalized approach that recognizes the uniqueness of each individual's financial journey. We emphasize the importance of aligning investment decisions with specific goals, preferences, and circumstances to achieve long-term success. By collaborating with experienced investment advisors, clients can develop tailored investment strategies that consider factors such as financial goals, time horizons, income needs, and risk tolerance. This personalized framework fosters confidence, optimizes resource allocation, and provides clarity and purpose in navigating the financial landscape.
Services
We provide fee based investment advisory across investment (Stocks, Mutual Funds, ETF) and Risk management (Insurance) products.
Have a talk with us about any investment related queries.
Holistic Financial Planning
Build a comprehensive financial plan as per your needs
Investment advisory
Long term investment advisory and guidance
237
Clients Served
01
Experienced Advisors
30 crore
Assets Under Advisory
Latest Insights
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