Club Millionaire Financial Services Private Limited - Employees, Business, Industry & CEO

Club Millionaire Financial Services Private Limited was founded in 2007.

Club Millionaire Financial Services Private Limited headquarters are in Kochi, Kerala, India.

Club Millionaire Financial Services Private Limited has 29 employees.

Club Millionaire Financial Services Private Limited is in investment management sector.

Yes, Club Millionaire Financial Services Private Limited is a private company.

Club millionaire financial services pvt. ltd., is a respected and well-reputed investment management firm catering to select high net-worth individuals, families and institutions worldwide from its offices in mumbai and cochin, india. we offer bespoke end-to-end suite of wealth management services and multi-family office solutions. what started as a modest entrepreneurial venture in 2004 is today catering to over 400 premier clients across 20 countries worldwide. club millionaire is licensed and regulated, as a portfolio management services (pms) firm, by the securities and exchange board of india (sebi), india. its flagship ‘all-stars portfolio’ provides long term investors with an active managed consumer equity exposure to the fast growing indian domestic consumption market. as at 31st march 2018, the audited extended internal rate of return (xirr) for the past 14-years is +31.11% per annum vis-à-vis the benchmark, nifty’s, return of +12.72% per annum. the boutique firm has a strong history of understanding client needs, delivering high investment performance and growing through their references. we prefer to deal with our clients directly and it results in lower costs - no set-up costs, no entry or exit charges and nil lock-in of client investments - and sustained lifetime relationships by understanding client needs clearly. we focus on core areas of investment research and client management with all the other functions being outsourced to reputed specialists. we believe in the personal and the decision makers are a phone call away. we are continuously building on our strengths to deliver bespoke, holistic and seamless investment solutions to the ever expanding client base. an invitation-only firm, club millionaire’s global clientele comprises of select high net-worth individuals, families and institutions from the business, professional and creative worlds. in order to ensure cultural integrity, we are selective about whom we welcome as a client - strictly by an invite or a referral by an existing stakeholder. we serve to inspire greater confidence by strong alignment of interests - being selective of new clients, retaining a performance based fee structure, and having our own skin in the game. we nurture and value lifetime relationships of shared journey and achievement of goals.

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