Who are we?
Our Mission
At Quantum Catalyst, our mission is to empower our clients to achieve financial clarity and freedom and peace of mind. We address the complexities of modern finance, while prioritizing our clients’ values, goals, and aspirations. We believe that everyone deserves a secure and prosperous future, and we’re committed to providing personalized financial solutions to help them get there. With expertise, integrity, and compassion, our team delivers tailored wealth management strategies, education, and support to guide our clients through life’s financial journey. We are dedicated to building long-term relationships, fostering financial literacy, and making a meaningful impact on our clients’ lives.
Our Core Philosophies
Customer First,
Product Last
Financial planning is often confused with product selection. We often have customers asking for the “best” mutual funds / financial products as their first question. Cookie cutter approach towards investment products without an underlying plan may be counter-productive for one’s financial goals. We have a strong focus towards detailed personalized financial planning for each customer and only then recommending the most suited products / mutual funds. Just like a doctor would first understand individual’s history, demographics, existing symptoms and future health goals, and only then provide a prescription, rather than recommending the “best” meds and supplements straight out of the gate
Not Driven by Sales Mandates or Commission Targets
There is a lack of trust among retail customers when it comes to financial products due to aggressive (mis)selling by institutions and their employees/agents, driven by mandates from top management, salary bonus targets, or commission targets. We have a clear philosophy of not to focus on one-time sales relation but rather be a partner to the customer on their long-term investing journey. We differentiate ourselves by focussing on sustainably growing our AUM while having only a limited number of customers, rather than focussing on few additional basis-points of commission from AMCs. As a result, you will rarely find us recommending NFOs and/or trending themes that are pushed using high commissions by AMC’s or bank’s employees
High Risk Adjusted
Returns
We focus on delivering high returns while taking moderate risk. This is enabled through:
- Optimal diversification across fund houses, asset classes, market-caps for equity instruments, and maturity durations for debt instruments
- Constant monitoring and rebalancing of portfolio to keep the risk in check and deliver higher than avg. returns over a mid-to-long time horizon
- Tax efficient approach towards investing to minimize tax liability resulting from investment returns, thereby boosting the post-tax net returns
Our Team
Partners
Founder & CEO
Zoheb holds an MBA in Finance from IIM, is an AAFM registered Chartered Wealth Manager, and a SEBI certified MFD advisor registered with AMFI. He has 15+ years of industry experience in financial advisory, management consulting, and corporate strategy
Partner
Harish is a CFA Charter holder, did his MBA in Finance from NMIMS, and is currently pursuing a specialization course in Finance in Canada. He is a SEBI certified MFD advisor, registered with AMFI, and has 15+ years of experience in IT and banking
A community of thought partners, advisors, and mentors who are at leadership positions at various PE / VC firms, private banking and wealth management firms, and investment arms of large MNCs / Indian firms, and are certified CFP, CWM, CFA, CA and Ph.D. holders
A team of analysts, researchers, and content managers who are responsible for the constant tracking of market indicators, macro trends, and performance / strategy of multiple investment funds, managing online content, and handling back-end operations
Talk to us
Have any questions? Reach out to talk about your financial goals, opportunities to grow your wealth, and how we can help you in your journey.