Insight success The 30 Most Valuable Consulting Companies

30
The Most valuable
onsulting
Companies
Cyclo Investments:
Taking Client Satisfaction
to a New Level
Cyclo Investments is an Independent Asset
Company, dedicated to aspire, and they aspire to
evolve. Being a leading financial services provider,
their sole aim is to deliver right assistance for the right
investment process. They also strive to focus on advocating
a structured approach rather than making ad-hoc
investments. Cyclo Investment’s services are extended to
High Networth Individuals (HNIs), Non-resident Indians
(NRIs) and also Corporates.
Rendering Unique Consultant Services and Products
At Cyclo Investments, they are devoted in designing a
comprehensive portfolio by providing all their products
under one roof. They deal in all kinds of asset class through
mutual fund, and also have portfolio management services
in equity, private equity, real estate and offshore
investments. With a client centric approach they are
determined to optimize return on invested portfolio and also
provide services and strategies, which are rendered to
clients on the basis of continuous market updates, informed
government policies, reforms and up-dated details about the
new products.
The Brain of the Company
Salil Kothari, the Founder and CEO of Cyclo Investments
is an MBA graduate from Mumbai University. He attained
CM
his CFP (Certified Financial Planner) and became the
youngest CFP for that year. - Mr. Kothari has always
believed in gaining continuous knowledge and with his own
entrepreneurial practice and dedication, he accomplished
TM
the degree of CWM (Chartered Wealth Manager). He has
featured on numerous reputed magazines and business news
channel.
Creating a Concrete Clientele Base
At Cyclo Investments, understanding the client’s unique
requirements and fulfilling it through higher risk adjusted
return on investments is their prima facie motive. Serving
their clients with full commitment, they strive to create a
well-balanced portfolio, which is designed depending upon
the need for asset allocation, diversification, risk exposure,
tax efficiency and liquidity.
For instance, a client who depends predominantly on fixed
deposits, their primary concern would be capital safety. So,
the Cyclo Investments team has come up with an innovative
idea of moving their client’s investments in debt funds, so,
the interest component is automatically shifted to equity,
and this is how they ensure that, the capital is secured, tax
efficiency is procured and higher returns are also generated
through equity. With an aim to provide 100 percent client
satisfaction, they not only consider the growth of money,
but also preservation of capital keeping in mind client’s
long term goals. They are also keenly focused on creating
customised structuring and periodic rebalancing, taking into
consideration the requisite requirements for executing
successful transactions.
Converting Challenges into Opportunities
The only challenge, that Salil Kothari faced during the
establishment of Cyclo Investments was, everyone thought
that he was very young to hold such important
38
| February 2017 |