Services
We manage our customer investment portfolios and develop financial plans
Services
StreetWise Capital is an investment advisory & Financial Consulting Services firm. Our investment advisory delivers Portfolio Management, Financial planning and advisory services. Consulting services helps clients with business growth strategy, go-to-market strategy, Capital structure advisory, valuation and risk management services.
Portfolio Management
Investment portfolio management services for Discretionary clients
Financial planning
Financial planning for non-discretionary clients
Business consulting
Public and private company valuation, developing go-to-market strategy, AI and machine learning, risk management etc.
Our Services
We manage our customer investment portfolios and deliver financial plans. We provide public and private company valuation, go-to-market strategy, financial risk management, AI & machine learning services through our business consulting practice.
Strategic
Strategic portfolio management based on deep fundamental analysis of businesses
Tactical
Tactical portfolio management based on machine learning and artificial intelligence
Financial planning
Financial planning for non-discretionary clients based on optimal asset allocation
Valuation
Public and private business valuation using cash flow analysis and markets based pricing
Data Science
Data driven investment strategy development using AI and machine learning
Market strategy
Go-to market strategy development
Risk Management
Financial risk management
Data analysis
Data analysis for actionable business insights, dashboard design and development
We rely on data driven investment strategies
Read more about what we do and our philosophy.
Download our brochure