Use our Financial expertise to inflation proof your income and wealth in Retirement

Welcome to Ortium

We derive our name from the latin word “Ortium” which means to lead a life of “leisure”. You can lead such a life only if your personal finances are in order and that's where we come in!

At Ortium, we have built into our DNA the core principles that successful investors follow: Asset Allocation, Having a Long Term view and Patience.

Asset Allocation allows you to chose the right balance between risk and return. We never lose sight of the risk to blindly chase returns.

A long term view is vital as it can have a real impact on your wealth through the power of compounding.

Markets can stay very expensive or very cheap for long periods time. At these times, your portfolio may not be performing as per your expectations. You need patience to navigate through these times. We help you stay calm and hold your hand through these times so that your emotions don’t hurt you financially.

At Ortium, we take a holistic view of your finances and use the above principles to create a robust mutual fund portfolio that will help you accomplish your desired outcomes.

How do we add value?

Building the right balance in your portfolio

Building an asset allocation plan that helps you achieve the optimum balance in investment returns and risk.

Appropriate level of Diversification

An ideal portfolio would not have too little or too many investment products.

Core & Satellite approach

The core represents the broad market and satellite helps in building outperformance

Periodic Reviews

Review the portfolio at least once a quarter. Keep Realistic Expectations

Transparency

We are upfront about the commissions we earn.

MFU Platform

You get complete control of your investments 24X7

Meet the Team

Sparsh Kaeley, CFP

Sparsh Kaeley is the Founder & Director of Ortium Financial Services Private Limited. He is a Certified Financial Planner (CFP). He completed his Graduate Degree in Management and Post Graduate Degree in Public Policy from St. Xavier's College Mumbai. He has passed Level II of the CFA program. He has worked with Axis Mutual Fund and Credit Suisse Business Analytics before launching this venture.

AAYUSH PAWAR

Aayush Pawar is the Head of Digital Marketing at Ortium. He has completed his graduation in Mass Media and before joining Ortium he has worked with FCB INTERFACE, JWT and Shilpin Consulting. He is responsible for all the digital assets and creative Ad-Campaigns for Ortium on Web and Social Media. He works on formulating content strategies that simplifies the financial jargon and adds value to Ortium's customers.

Suraj Kaeley , CFP

Suraj is a Mentor at Ortium. He has over 25 years of experience in the Indian financial services sector. He has experience across Asset Management, Life Insurance, Equity Broking, Mortgages and distribution services. He is a veteran Sales & Marketing professional and has held leadership positions in UTI Asset Management, FIL Asset Management, MetLife Insurance Company and Franklin Templeton in India.