Transcend Investment Services Pvt Ltd was incorporated in 2009. After completing over 10 years of professional experience, Mr. Mohit Thadani (ex-Head PMS, Wealth Management at Motilal Oswal) and Mr. Sachin Abhyankar (ex-Fund Manager, Bulls Eye PMS) decided to continue their journey of assisting and guiding clients in their wealth creation process as entrepreneurs. Their exposure to financial markets and vast work experience has enabled them to assist corporate as well as individual clients in their requirements, be it long term wealth creation or attainment of personal financial goals.
At Transcend, we believe that adopting a transparent, simple, yet effective risk-adjusted process ensures in long term wealth creation and achievement of financial goals. We believe that while needs and goals of an individual change, money management is a constant and life long process, which needs a deep and clear understanding of one’s risk-reward scenario, regulation of emotions and following a disciplined approach in attaining one’s financial goals. We have a dedicated and passionate operations and client servicing team that is fully committed to our clients.
At Transcend, after a clear understanding is made of a client’s financial situation, needs, goals and risk appetite, a suitable plan is made to enact upon, and the journey is commenced alongside the client, grooming him/her along the path. Empowering the client with knowledge is our constant endeavor as we believe this to add immense value to the client by allowing the client to make informed decisions and truly enrichens his/her experience in the entire journey.