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ETHOS WEALTH MANAGEMENT PVT. LTD.

ETHOS WEALTH MANAGEMENT PVT. LTD.

Expertise in Wealth Preservation & Wealth Creation: Retirement
Advisory
Deeraj Shetty | Chief Dreamer

“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” ~Steve Jobs
Success does not come easy. Ask any entrepreneur who has spent countless days and nights trying to create or build their business. Entrepreneurs counter failures with passion and perseverance which makes their success and their life: inspiring and exciting. Deeraj Shetty is one such empowering team player who has carved a distinguished niche in his area of expertise and has shown remarkable entrepreneurial intellect during his journey.

Whilst living in Singapore and undergoing internships at CitiBank Singapore and UBS Singapore, he immediately realized the alarming gap between Client Expectations vs. Client Experience. Individuals require financial solutions but what was advised were exotic products, international funds or high commission investment products such as Insurance. Deeraj was dealing with a constant Conflict of Interest in the corporate world as he never had the liberty to be client or solution-centric. As an NRI having worked in the USA, Dubai, Bahrain and Singapore, Deeraj
understood that India being an unorganized and nascent personal finance market, the potential to assist families with Retirement Solutions is multifold.

Hence the birth of Ethos Wealth, a Retirement Advisory firm focused on Wealth Preservation and Wealth Creation solutions with a detailed focus on Tax Efficiency and Risk Management.

Incorporated in 2011, Ethos Wealth provides Goal-based Financial Planning and Investment Management solutions to Indians across the globe.

Ethos Wealth works closely with Salaried Executives, Corporate Lawyers, Doctors, single Mothers, and Athletes: families with a constant income and a mindset to save!

Ethos Wealth helps individuals Plan, Implement & Manage: Investments, Financial Goals, Taxes,
Real Estate and Retirement Planning – writing a Will & creating a Legacy.

ETHOS WEALTH IS GRATEFUL TO EVERY CLIENT
INDIA: Bangalore Mumbai Chennai
Middle East: Dubai Bahrain Kuwait
APAC: Singapore Hong Kong Australia
USA: New York California
Focused Services: Goal-Based Financial Planning, Investment Management, Retirement Advisory, and
NRI – Retired Life Planning Indian Cricketer and IPL Superstar – Robin Uthappa – who has introduced Ethos to several Indian cricketers.
Executives from Amazon, TCS, Wipro, Shell & ABB. Leading doctors in Bangalore and Dubai.

SYNCHRONIZING WITH TRENDS
It is essential to work ahead of markets and consumer trends in both – saving vs investing, in order to be relevant
to the family. With knowledge, the right intent and cross-cultural experience having worked in the USA, Middle East, Singapore and India, Deeraj understands the importance of being effective with a lean team, being technologically advanced and agile.

Deeraj is grateful to their clients in India, Singapore, Hong Kong, Dubai and the UK. His frequent travels are an
opportunity to understand the latest personal finance and investment products and strategies from across the world.
Our strength lies with their Research Team and Research Partners who create effective and efficient Research
Methodologies and Investment Strategies. This core strategy is constantly upgraded by monitoring markets, trends, new products, industries, budgets and global market movements, to be in a position to provide unbiased and realistic advice to families.

On Research and Development
Deeraj Shetty,
““Today, R&D is essential to survive. With changing Customer Behavior, decreasing Customer Loyalty, and technological advancements, competition is fierce. If we wish to create a long term, sustainable business, R&D, Operational Efficiency and Client Engagement is essential.”

TECHNOLOGY IS PIVOTAL
Technological advancement is essential to be relevant in today’s world. At Ethos Wealth, we believe the focus on Client Engagement and Client Experience is successfully delivered due to our investment in technology over the years. Every family can access investments and portfolios on their laptops or the mobile app. Account opening and investments are executed at the click of a button with security and compliance measures strictly followed.
20% of our yearly revenue is invested in technology: Execution, Reporting, Financial Planning, CRM and a Task Management Tool: focusing on improving Customer Experience which increases Customer Retention!

VALUES AND ETHICS
Our ideals are build on dotting the I’s (information) and crossing 4 T’s: transparency, technology, timely and
tangible.
Our name ‘Ethos’ – in Greek means being ethical!
Our Motto is to under-promise and to over-deliver!
“Deeraj says, “Ethos Wealth’s Mindset: every team member’s child’s education costs (by way of salary)
is dependent on Client Satisfaction. Our mindset is not client first; our mindset is Our Children First!”

ETHOS WEALTH’S DIFFERENTIATING FACTORS ARE PSYCHOLOGICAL NOT

TECHNICAL:
• Understand an individual’s needs or challenges
• Set expectations on day one – do not deviate
• Be transparent: markets, portfolios & challenges
• Be timely: reviews, reports, queries & updates

ACHIEVEMENTS AND MILESTONES
Ethos Wealth is humbled to complete 9 years and be recognized by both: industry and media:
• Newspaper Articles published – Bangalore Mirror,
Indian Express & Salaam Bahrain
• Interviewed by Radio One, 94.3 FM as part of the UTI
initiative – Swantantra!

HUMBLED BY:
• 98% clients – through Referrals
• 96% customer retention ratio
Chief Dreamer says, “We have been invited to 7 destination weddings of our clients’ children: can you
name Wealth Managers or Retirement Planners who are invited to weddings by the family?”

FUTURE PROSPECTS
With technology at our forefront and the intent to provide customized and unbiased investment and
retirement solutions, we have experienced growth from the technologically savvy investors in their mid 30’s. Today everyone has aspirations – real estate, foreign education, holidays, cars or child’s education.
Deeraj says, “We believe saving money should be part of everyday life. The quantum may change based
on our aspirations, but save we must!”

Ethos Wealth hopes to create a seamless experience – tracking investments, expenses and progress to
help families plan their retirement by creating strategies leading to Financial Freedom & Peace of Mind!

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