OUR HISTORY
AV Consultants FZ LLC provides investment advisory services. We offer a zero-conflict platform to our clients for their equity investments with minimal entry or exit barriers.
We began as Bull Unlimited (A unit of Hired Brains) in New Delhi, India in March 2010. A portfolio management company founded by our core team, that targeted the growing Indian market. Within two years of operations, our profitable business was acquired by the competition in December 2012.
After serving the 2 year non-compete clause post sale, we returned in January 2015 as AV Consultants – founded in New Delhi, India, with a focus on growing internationally.
In August 2018, we started our overseas offices in Ras Al Khaimah, UAE
Since April 2020, we have served our clients worldwide, with considerable help from our full-time, work from home employees located in such diverse locations as New Delhi, Mumbai, Vienna, Nigeria, North Macedonia and others.
OUR PURPOSE
Our objective is to produce absolute return through both long and short positions where a specific catalyst supports our views. We aim to deliver a high rate of gross returns under Bull, Bear, Volatile or Range bound market conditions.
OUR PHILOSOPHY
Given the dynamic nature of the stock market and diversity of sectors and companies, we believe success depends on an accurate understanding of the global/local dynamics impacting the country, and an actively managed portfolio approach which leverages on global & domestic macro, thematic, event based & bottom up, value-based investing inputs.
OUR MISSION
Create financial products that meet your personal and financial risk tolerance.
Align our products with wealth creation as well as income generation for our clients.
Serve as a fiduciary for our clients. We do not earn commissions from any source.
Help clients align their financial goals and dreams with their values and principles.
Understand your financial objectives, recommend strategies and monitor your progress.
WHAT SETS US APART
700+ clients spread across 9 countries around the world.
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We offer you investment opportunities in the USA & India. This gives you the best of both the worlds and also provides you diversification of your portfolios through multiple geographies and through multiple currencies.
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We always put our customers’ interests before ours. All our customers earn a minimum profit BEFORE they pay us any fee.
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700+ clients spread across 9 countries.
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We are a fiduciary in every capacity of our service—your interests come first. We only charge a fee for the services we provide, with no hidden costs or expenses. Commissions, fees, expenses and revenue sharing arrangements with third parties can create complexities. Hence, at AVC, we have no affiliations or financial arrangements with third parties that might cloud our objectivity and/or create a conflict of interest.
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We at AVC do not charge any entry or exit fees, unlike most Portfolio Management Schemes.
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Our recommended broker partners in India, permit you to use your long-term share holdings as collateral and help you to create a monthly income without further investment of money.
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We follow the European Union’s GDPR (General Data Processing Regulation) to manage our controls, processes and systems to improve your customer service while providing the assurance that your information/data is safe & secure.
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Our expenses and fees are much lower when compared with other Portfolio Management Schemes.
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We follow the high watermark principle for performance purposes.
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We are sector neutral & size neutral. If the company has a performance track record & it is continuing to perform, (subject to our proprietary filters & technical analysis), we are willing to take a position in the company. This results in creation of a low risk and highly liquid portfolio with high absorptive capacity & low exit costs.
THE KAPUR FOUNDATION
The Kapur Foundation is a non-profit consulting company with a mission to help individuals and small organizations get their finances into better shape.
We help you to plan your finances and investments, reduce costs and debt, and improve your financial IQ.
We work with the The Kapur Foundation purely out of our passion to help those who actively seek our help. We do this in a pro-bono fashion, in our spare time and over weekends.
We do not expect anything in return. The satisfaction of knowing that we have helped others is enough.
CA (Dr) Ameish Kapur
Trading
B. Com (Hons), FCA, LLB, MCA
Sanjeev berry
head of research
CA Shobhit Gupta
Integrity / internal audit
Shivangi Dawar
Legal
LLB
Vaishalie Tomar
Human Resources
MBA