You built the wealth.Managing it shouldn'tbecome a second job.
Forefront Wealth is an investment firm. We help families and individuals grow their wealth by investing in high quality businesses with discipline and candor, over horizons measured in years.
Returns without a repeatable, disciplined process behind them are indistinguishable from luck. And luck is not something I am willing to sell.
Aaryan Zaveri
Founder, Forefront Wealth
What's quietly costing
you money
Four problems we see in almost every portfolio that comes to us, and how we fix them.
01 · The problem
Your banker has 150 other clients.
Who watches your money
5 relationships
Private bank RM
Second bank RM
Third one this year
Just introduced
Broker
Sees one slice
Distributor
Sees another
Everyone sells to you. Nobody watches all of it.
For illustration only.
With
One adviser. The whole picture.
One relationship
The whole picture
Everything
In one view
Accountable
Principal Officer, by name
Attention
Never divided
One firm watching everything, accountable for all of it.
For illustration only.
02 · The problem
Every decision is a fresh gamble.
How decisions get made
No written process
Entry
A forward from a friend
Exit
A bad week
Position size
Gut feel
No two decisions made the same way.
For illustration only.
With
A framework decides. Not a mood.
How we decide
The same test, every time
Quantitative screens
Filter the universe
Qualitative judgment
Business, management, governance
Every buy and sell
Against rules set in advance
Discipline over prediction. The rules do not change with the news.
For illustration only.
03 · The problem
You own last year's winners.
How it got bought
Five years of pitches
Smallcap fund
Sector fund
Thematic NFO
The pattern
Always after
Each one bought at the top of its story.
For illustration only.
With
Bought on a thesis, not a trend.
How we buy
Before any purchase
Written thesis
On file first
Fund of the month
Ignored
The standing test
Would we buy it again today
If the story is over, we do not own it.
For illustration only.
04 · The problem
Your portfolio is churned, not managed.
Last year's activity
37 transactions
Switches recommended
14
Usual reason
A new launch
Exit loads and capital gains
Every switch
Activity looks like service. It mostly creates cost and tax.
For illustration only.
With
Action on triggers, not targets.
When we act
And when we do not
Rebalancing
On pre-set triggers
New money first
Before anything is sold
Every action
Weighed for tax and cost
We tolerate small drift rather than create a tax bill.
For illustration only.
Our Offerings
Six offerings on a single spectrum of risk and conviction, from capital preservation to high conviction discovery. Select one to see how it is built and who it suits.
All-Cap
I
Forefront Compounders
Quality compounding across the full spectrum of company sizes, held for the long term. The steady anchor of the equity offerings.
Mid + Small
II
Forefront Emerging Compounders
The same compounding discipline, applied only to mid and small companies. More room to grow, and wider swings.
Mid + Small
III
Forefront Discovery
A concentrated, high conviction portfolio of five to eight under-followed small and emerging businesses, researched deeply and held with patience.
Multi-Asset
IV
Forefront Balanced
Equity-led growth with structural ballast. Equities drive the portfolio, while debt and gold steady its path through difficult markets.
Multi-Asset
V
Forefront Income & Growth
A measured balance of growth and income, for investors whose portfolio must support spending in the nearer term while still pursuing growth ahead of inflation.
Multi-Asset
VI
Forefront Preservation
Capital protection first. A conservative portfolio whose priority is that the money remains intact, with a limited equity allocation held for inflation protection.
All-Cap
I
Forefront Compounders
Quality compounding across the full spectrum of company sizes, held for the long term. The steady anchor of the equity offerings.
Assets
Equity
Horizon
Long
Risk
High
Suits: Moderate to aggressive investors who want a disciplined, long term core built on established quality.
Read the full offeringConcentrated offerings carry meaningful risk, and smaller companies can be volatile and illiquid. Every engagement begins with suitability, not with a product.
Our approach,
in four moves.
This is the whole relationship. Step through it.
Our Services
Two ways to work with us, and many households use both.
Begin aconversation.
A first meeting is a conversation about you, your goals, and whether we are the right fit. There is no obligation.