Welcome to Ortium!
About Ortium
Ortium Financial Services Pvt Ltd is an AMFI registered Mutual Fund Distribution company. Ortium was founded by Sparsh Kaeley, CFP in 2018.
Our mission is to encourage our clients to invest basis the investment principles followed by successful investors: Asset Allocation, having a long term view and patience.
Our Philosophy
The core of who we are is rooted in loyalty and trust – it is the foundation from which we grow a relationship with our customers. This is what makes us different.
All we do is put our financial expertise to work to help you make intelligent financial decisions that enhance your life, work, family and future.
For us, your agenda is our agenda!
Our process
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 choose the right balance between risk and return. Whatever we do, we cannot eliminate risk from any investment decision. Risk has to be managed at an overall portfolio level and the asset allocation framework allows to clearly define the risk return trade-off that will be suitable for you.
An ideal MF portfolio should be in sync with your asset allocation and should have an appropriate level of diversification. You do not want to have too many funds or too little funds and minimising the overlap of the underlying holdings is also very important.
Over time, the portfolio tends to drift away from the ideal asset allocation. Periodic reviews ensure that you track the changes and if there is anything significant change, you should consider making the necessary adjustments.
We prefer using the MFU platform as you can get a single view of all your MF investments. Further, you can transact 24X7 through the MFU app.