API Market Place
Clovek Wealth
Smart Planning with Advisory
The human approach for investing. Investing is more of an art than science. The basic mantra to succeed in investing is to have control over one’s emotions which trigger irrational reactions. Clovek is your adviser in your investment journey. We are SEBI Registered Investment Advisers and the one you can bank upon for stock investing advice to financial & retirement planning.
Details
Fundamental backed research - We search for the root cause of why before investing. From reading financial statements of the companies to building complex business forecasting, this involves a great deal of research to know what we are investing in.
Long Experience Track Record – Investment team at Clovek involves CFAs and IIM Aluminise who have many years of experience in multiple dimensions of capital markets from Stocks Investing, Bonds & Money Market Investing, Corporate Finance & Investment Banking thus comes with a bird’s eye view to advice on investments.
Description about 5paisa integration
Clovek’s partnership with 5paisa to enhance investors' experience . Through the 5Paisa-Clovek partnership, both companies intend to provide consumers with smart investing in stock portfolios and financial goal planning through our customized advisory program.
Products and offerings
- Premium Stock portfolios
- Customized Services
- Retirement planning
- Portfolio Review
- Goal Planning