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Kartik Damodar — CEO, Fund Manager · Guardian Capital · Hyderabad, Telangana, India.
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About
I left my decade plus corporate career in investment banking, business transformations consulting, and equity analysis to start Guardian Group. Today, we have three separate entities--Guardian Capital Investment Advisors, where we provide family office services to individuals, Guardian Consulting Services, where we provide institutional services, and Guardian Asset Management Services, a portfolio management service.
Experience
CEO, Fund ManagerCurrent
Guardian Asset Management (GAM) · Greater Hyderabad Area
Jan 2019 – Present
GAM is a thoroughly customized Portfolio Management Service. We have in depth knowledge of clients’ risks, and clients’ financial goals. This means, our investments are thoroughly customized on a client by client basis. We believe in intelligent diversification, not over diversification. That is, we will not invest in more than 10 companies—this increases returns while minimizing risk. There is minimum overlap with Mutual Funds portfolio. Low portfolio churning—we will absolutely refrain from churning clients’ portfolios for commissions. Integrity is Guardian’s most revered value—we will only act in clients’ interests. We will buy stocks when there is an opportunity. Price is very important while making investments—having our own Portfolio Management Service ensures that we will be able to invest at the most opportune moment. As per the principles of Value Investing, we will buy only quality stocks at reasonable prices. The two primary things we focus on is price and quality. We invest in such a manner that minimizes our clients’ taxes.
CEOCurrent
Guardian Capital · Greater Hyderabad Area
Mar 2015 – Present
Conceptualized and started Guardian Capital Investment Advisors (GCIA)--an end to end financial advisory firm that aims to provide a one-stop-solutions shop for all of our clients' financial needs. GCIA provides services through four streamlined channels: 1. Life Planning Pre-Retirement Post-Retirement Goal Based: Weddings, Education, Medical 2. Wealth Management Equity Bonds Commodities Real Estate 3. Risk Management Life Insurance Health Insurance Home Insurance Wills and Trusts Accounting--bookkeeping and auditing 4. Long-Term Value Investment Advisory International Equities Domestic Equities
Education
Skills
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