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Yatra Wealth Design Investment Philosophy

Investment Process

All our client portfolios are customized and in-line with:

  1. Your Goals / Financial Plan
  2. Your Risk Tolerance
  3. Economic & Market Conditions

Independent Advisors

As fully independent Advisors, we at Yatra Wealth Design  have partnerships with many large investment management firms AND smaller boutique firms (while most financial advisors are limited to the firm they work for or just a few options).

This independence enables us to create the best portfolios and strategies that fit your comfort level with risk and your long-term financial plan.

These partners also provide an immense amount of research and information around investment management. This helps us make appropriate and timely adjustments to your investments over time as the markets change, or your goals and objectives change.

Some of our go-to partners include:


Our clients assets are typically custodied (held) at Charles Schwab. This keeps the money safe and secure from fraud or theft.


Total client assets


Brokerage accounts


Daily average trades


Banking accounts


In proprietary mutual funds and ETFs

BlackRock Logo Image

Access to Aladdin – BlackRock’s proprietary risk management engine

Able to assess 3k+ risk factors.  Aladdin helps measure the impact of decisions, quantify risks and identify performance drivers.  It allows us to look beyond the initial layer of holdings to understand the true risk exposures of each portfolio.


Investment Teams


Products across ETFs,
funds and more


Assets under


1,500+ engineers;
500+ data scientists;
200+ financial modelers

Relied on

by 250 of
the world’s largest
financial institutions.

Black Rock helped the United States government understand the risks in billions of dollars of toxic assets during Great Recession.

State Street Global Advisors

State Street Global Advisors is an indexing pioneer and creator of many of the world’s first ETFs.


Assets under management


Global Institutional Clients


DC Participants


Countries with clients


Global trading capability

apollo logo

Blackstone and Apollo are two of the largest ‘Alternative’ and ‘Private Market’ asset managers in the world

Through them we are able to provide our clients with access to unique investment opportunities typically reserved for very wealthy investors and institutions (such as Private Credit, Private Equity, Private Real-Estate, Infrastructure, etc.). These types of investments are less correlated to public market investments therefore they have been shown to add additional diversification to investors portfolios, as well as reduce risk and increase returns over time.

+ Many other great firms!

Contact us to get more information on wealth management services from Yatra.