About Us

Bellwether Associates is the partner of choice in your financial journey working closely to reach the desired goals within the timelines.

The proprietary 3 bucket strategy makes the investing process simple to understand and easy to execute. Allocation across asset classes and geographies, considering the risk appetite, ability to take risk and capacity to take risk, are the key elements to be in place in the wealth creation journey.

Cash flow alongside growth is important in the wealth creation journey.

TOGETHER WE REACH THE DESTINATION

Our Vision

To be the 1st port of call for all matters regarding personal finance and wealth creation, for all our clients in the BAL family & beyond.

Investment Approach & Philosophy

What’s good for you, is good for us – is the core of BAL’s philosophy.

We view investments from a holistic perspective to develop investment solutions.

The customised Asset Allocation strategy, designed around the Goals & Cash Flow requirements of our clients is the key pillar of our investment approach.

We are YOUR PERSONAL CFO™ in its truest sense connecting the dots by addressing your needs and aspirations in the journey of wealth creation.