Financial Engineering for discerning HNI and MSME (Medium, Small and Micro Enterprises)
GenerateWealth is a boutique Financial Engineering and business consulting firm by a close-knit team of accomplished professionals with global experience. We leverage our own successful journeys to empower your financial path and propel your wealth and businesses forward.
It is a cross functional domain helping to create, manage and transmit wealth across generations. Financial Engineering is an area of the financial sector that utilizes computer science, statistics, economics, and applied mathematics to solve quantitative financial problems.
We begin by developing models to predict stock prices for the upcoming weeks.
We design and test multiple investing strategies to identify the most effective approaches.
We put significant effort into back-testing both our price forecasts and trading strategies over long periods. This ensures that Rhomb consistently delivers reliable results.
Before sharing our strategies with customers, we first deploy them in the live market using our own capital. Only when we are confident in their performance do we make them available to others.
We continuously seek new opportunities to minimize risk while maintaining strong profit potential.
Expert Talent, Exceptional Results
Over 25 years experience in Global capital markets, worked with global asset management companies in various capacities.
Go to person for AI and Investment Management
Serial Entrepreneur, CFP charter holder with over 25 years experience in investment advisory.
Go to person for Financial Planning and investment advisory services
Over 25 years experience in Technology roles in global asset management companies.
Expert on Data Management, IT Development
Sowing the Seeds of Financial Future for yourself and your future generations
You are beginning to think about having a family or you are just growing your family. To ensure that you can provide a good and happy life for your children in the future, you would like to understand how well you are positioned financially before taking the leap. Some of the considerations may include childcare and education costs as well as transitioning from a two to a one-income household. You are therefore interested in speaking to someone about proactively planning your wealth.
Our wealth planning experts are passionate about supporting you in achieving your goals. Together with you, they will help you gain a detailed understanding of your current financial situation and develop a financial plan to help ensure those goals are met.
Lets Talk about Family
Your family company has been built up over generations, and its continuation was entrusted to you by your parents. As your retirement approaches, you are considering how to secure its growth in the future, as well as help your children join the business. How to ensure that all members of your family are happy with the approach? What options are there for sharing your legacy fairly between them? As you step back from the company, you would like to use some of your wealth for charitable causes, but what are the options available to you, and what is the most effective approach?
GenerateWealth understands what it means to be a global family today. Our own family heritage, paired with our network of external experts, will work with you to develop and implement a roadmap for both your future endeavours and your family's ongoing prosperity.
Lets talk about family
Navigating business succession and family legacy
Whether or not you should take over the family business is a major decision. Your biggest concern is whether you'd be able to preserve the company's values and traditions while also introducing your personal vision for it.
At GenerateWealth we understand the complexities of succession and will support you and your family in developing a solution that will help ensure the company remains successful for many generations to come.
Lets talk about family
Baskets help you build an AI powered diversified portfolio of stocks instantly with constant rebalancing
Strategic investments in companies that manufacture and distribute equipment used in manufacturing and industrial processes.
Want to Explore Past Performance of this Bucket
Diversified exposure to banks, insurance companies, and financial institutions with strong growth potential.
Strategic investments in Public Sector Undertakings with strong fundamentals and growth potential.
Curated selection of India's 50 most promising companies across various sectors.
A basket of stocks that reflects a specific idea or sector-focused strategy. All our baskets are designed to generate higher profits consistently for investors. choose one of the baskets and start your investment journey for as little as 5 Lakhs and upto 20 Lakhs
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