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ABOUT

R. WADIWALA

Foundation of R. Wadiwala Group was laid in the year 1943 by Shri. Bachoobhai Wadiwala, who happened to be the starter of equity trading in Surat. Same business was carried on by the third generation of the family in the name of R. Wadiwala & Co., a partnership firm operating as a sub-broker.

R. Wadiwala Securities was promoted in the year 2004 by the partners of R. Wadiwala & Co. The Company acquired NSE - BSE membership and became depository participant with CDSL in the year 2005 and 2006 respectively.

In March, 2011, the Company acquired SEBI registration for operating as Portfolio Managers (PMs).

R. Wadiwala Group has also forayed into commodities broking by acquiring membership of Multi Commodity Exchange of India Limited. (MCX) and National Commodity & Derivatives Exchange Limited (NCDEX).

As a part of Corporate Social Responsibility (CSR) and the positive outlook of green energy, the Company has also forayed into wind energy generation facilities.

R. Wadiwala group is highly respected and well known for investment advisory, financial integrity and prompt services in the whole of South Gujarat. Our clientele includes retail, HNIs, corporates and trusts. The company has been able to achieve massive growth due to increased penetration by appointing franchisee and opening number of branches. Currently, we are operating from more than 50 locations and team of 75 qualified personnel to handle different departmental operations.

Since 1943, our focus has been on equity research and the same is reflected in our Investment Philosophy. We have in-house research team that works in co-ordination with our research teams at Mumbai and Kolkata.

Our proprietary desk includes team of 30+ well trained and qualified jobbers and arbitrageurs operating from three different locations.

The efficient use of information technology and strong risk management system has played important role in expanding the operations of the company. The complete risk management software is web enabled and allows all branches/sub-brokers to monitor and control their risk

MISSION

Objective and honest advise to achieve economic success and financial freedom. Provide with exceptional service backed by deep understanding

VISION

Be foremost trusted and knowledgeable wealth manager.

OUR STRENGTHS

Research oriented recommendations.
Strong risk management system.
State-of-the-art back-office infrastructure facilities.
Personalised advisory services.

Our Clients

Our offering is ideal for –

  • High Networth Individuals and Corporates.
  • Who desire to generate reasonable returns best suiting their risk appetite.
  • Who appreciate a high level of personalised service.

RWS Advisory Service currently caters to HNIs, Corporates, Trusts and Retail Investors at large.

OUR INVESTMENT PHILOSOPHY

RWS recognises that every individual is unique in terms of his investment time horizon, investment objectives, personal financial situations, level of interest and inclination in the investment decision making process and last but not the least, his risk taking ability. Whilst it is hard to beat the level of absolute customisation, we have attempted to individualise, as much as possible, model portfolios that will reflect the individual's unique investment profile.

The investment philosophy of RWS focuses primarily on recommending purchases in financially sound companies that are prudent mix of growth and value.

Over the years we have developed rigorous proprietary tools and models that help us identify opportunities that fall within our investment paradigm, helping us generate exceptional returns for our clients. A team of highly skilled analysts and experienced investment professionals will be constantly monitoring a list of potential investment in companies so as to buy and sell on the basis of analytically derived risk-return ratios.

At each stage in the investment process, we make sure that our analysis has an inherent conservative bias in all our assessments, to ensure that we leave an ample margin of safety as we move along.