• User Name Sameer S Rana
  • Mobile No+91 98201 25695
  • User NameYogita Rana
  • Mobile No+91 98209 25695
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  • compass
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Latest News

Our Process and Approach – Why Us – How We Think

The process of investing and investments requires a lot of homework and a passion for finding what really works. It requires dedication of time and resources to analyse all the possible solutions before identifying the simplest solution that works for you. As a Partner, we undertake the deepest research possible on all aspects of investing and share the basis for our ongoing advice in the most transparent manner necessary. Compass Financial Partners believes it to be the only way to ensure your success and earn your trust.

Our approach requires right direction and discipline to make rational, as opposed to emotional, investment decisions. It also requires a commitment to educating our clients rather than convincing them of our superior investment foresight.

We avoid chasing speculative and short term investment avenues by focussing on more significant components of portfolio creation: costs, tax efficiency, and asset class exposure.

The competitiveness of the product is evaluated and a competitive price is decided upon chosen products. We internally set a performance benchmark for your investments and regularly track the progress of it.

Our Proposition - 360° Wealth Advisory Services

We are helping our clients take smart decisions. Sometimes that means clarifying their goals, or saving more money, or refinancing their loans or paying it off, or exercising stock options properly, or seeing all sides of a decision before they make a choice or avoiding making a decision based only on the emotion of the moment - or any of a hundreds of other elements.

Compass Financial Partners – Family Office & Wealth Advisory (FO & WA) consists of two broad services:

  • Family Office
  • - is a comprehensive engagement platform where we act as your family's personal CFO, managing all aspects of your family's financial well-being ranging from investment management, cash flow and goal setting, performance reporting, global portfolio, insurance, real estate, custody, estate planning, record and book keeping, tax, legal, succession planning, philanthropy, etc. This is delivered through a wide network of both in-house and external experts and service providers

  • Wealth Advisory
  • - is a subset of Family Office where we advise on a part of your Financial Portfolio under defined risk-returns principles and a pre-set asset allocation framework. The overall portfolio, consolidated reporting, interaction with other services providers, etc., is managed directly by you


We understand managing documentation and maintaining records is a tedious process. The time consuming paper work tends to reduce the time that you could have alternatively utilised in expanding your business or at leisure.

Thus we bring to you easy- to- use online platform that enables us to do paperless and faster execution of investments in mutual funds. The best in class research tools enables us to select the right schemes to build your bespoke portfolio.

  • Online mode
    • One time account opening form and cheque.
    • Post a/c opening zero paperwork and issuance of cheques.
    • Ease of execution even when you are travelling or busy in meetings.
    • Faster decision making and execution.
    • Complete transparency.
  • Offline mode
    • Client has to submit scheme related investment form and issue cheques for every transaction.
    • Client has to submit redemption form for the respective scheme.
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