What drives us!
For success to be real, it must contribute to the success of others.
- Eleanor Roosevelt
Years of personal and corporate experience has taught us that, in the long run, the only way a company can grow and make profits is if its customers grow and make profits.
In a sea of corporate greed and short-sightedness, our endeavour is to tread a different path.
We wish to make profits, not from our customers, but with them.
Our Founders
Founded by ex-bankers, with close to three decades of cumulative wealth management know-how, and five decades of corporate experience between them.
Prem Paryani
Director, Sales & Distribution
Over 23 years of work experience, with organisations like ABN AMRO Bank, Royal Bank of Scotland, Standard Chartered Bank, Axis Bank, etc.
Biju Mohan
Director, Research & Allocations
Over 25 years of work experience, with organisations like HSBC, ABN AMRO Bank, Royal Bank of Scotland, etc.
Successful investing is about managing risk, not avoiding it.
- Benjamin Graham
Why Us?
As with most things in life, even in wealth advise - Simple is beautiful.
We at Canny believe that simplification creates efficiency in the long term. This is why, you will never see us eagerly referring the most newly launched, the most complicated or the most high-risk-high-return product available in the market.
Over 90% of our client portfolios consist of top quartile, tried-and-tested mutual funds.
Everything we do, we endeavour to make it client-centric and solution-driven.
How we add value and, as a result, generate industry-beating returns for our clients is through our unique asset allocation methodology and sectoral calls based on deep macroeconomic research.
This has worked excellently for our clients, who have enjoyed benchmark-beating returns, be it bull or bear phases, without having to take undue risk.
Our Process
Be it large corporates, high net-worth business families or salaried professionals, our core approach has remained the same - Keep it simple.
Nothing illustrates this better than the GROW Framework - something you will notice in most things we do, be it research, operations or distribution.
Goal
Where we want to be.
This is understood through client interaction and absorbing stated &'implied' needs
Reality
Where are we now?
This involves review of the client's risk appetite, investment horizon, present liquidity, etc
Options
Routes available
This is the stage where we present as many options as we can, to meet the client objective, ASAP
Way forward
Where we want to be.
This is the execution stage. Of all the options discussed, the best way forward is agreed & executed
Risk in investment mostly comes from not knowing what you're doing.
- Warren Buffet
AMC partners we work with
