Our Approach

Nestegg Wealth LLP recognises that no single investment house has a monopoly on investment expertise, and we do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.

This has a number of advantages:

  • It gives us the freedom to select first-class managers from the global investment market to manage our funds on behalf of our clients.
  • It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to our clients.
  • It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles.

How We Do Business

No Gross Profit Model

Most financial advisors and wealth managers work under a gross profit model. At Nestegg we as a company are completely averse to that. A gross profit model means that an advisor is working day and night to meet a monthly revenue target. His ability to meet the target is the barometer of his success as an employee in the organization. Needless to say, a financial advisor who is running short on his monthly revenue target would try and push for a product that will do him well than to his client.

We are an independent wealth management firm and we are a team of like-minded individuals. All of us detest such practices. So you can rest assured that you will always get the best and honest advice.

Performance Based Income Model

We believe an investment advice has to be strictly as per the client’s risk profile and investment objectives and not on underlying rewards one gets on recommending particular products. We are proud to share that we are one of the first few investment advisors in the industry who follow an all trail commission model and a fee based investment advisory model.

It banishes the need to churn the portfolio unnecessarily and encourages good and honest performance of an investment advisor.

Client Centric Approach

An honest and client centric approach goes a long way in building business. And that is why we put ourselves to the highest of tests. Before advising a client, we ask ourselves, “Will I invest my own money in the financial product I am suggesting?” And if the answer is no, we won’t hesitate to put it away, irrespective of what it might earn for us.

Belief in Relationships

Besides being professional, we believe in relationships. We believe in knowing our clients personally and that’s why we value them like our friends. Our commitment is not limited to professionalism alone but is bound by a deep desire to see our clients do well.

Our Expansion Model 

Good work is hard to hide or suppress. And that is why we depend on our clients for growth. We wish to grow on a referral basis. We feel that a good advisor can only prove his expertise over a longer period of time and that is why we choose to work closely with our clients to help them achieve their financial goals. When we win their loyalty, we know more shall come.