Sindia Capital Advisers offers wealth management and institutional consulting services, managing portfolios and providing investment planning, implementation advice, and portfolio management recommendations. The firm primarily serves institutional clients such as corporate and public retirement plans, foundations, and endowments, alongside high-net-worth families, individuals, and financial intermediaries. Sindia Capital Advisers uses fundamental and technical analysis to develop investment strategies tailored to each client's goals, risk tolerance, and investment policy statement. The firm assists clients with asset allocation models, investment manager recommendations, and ongoing portfolio monitoring. Clients also have access to discretionary investment management and sub-advisory services, where the firm actively manages portfolios using individual securities and strategic asset allocation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated with individual clients and typically range between 0.30% and 1.00% per year on a sliding scale based on account size, number of managers, workload, and contract length.