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"Investing should be part of your life from cradle to grave, like eating, sleeping and exercise."

Mom Squirrel

"Spending an extra minute on keeping your records in order will save you hours when you actually need them."

Pop Squirrel

"Money is really unnecessary, so knowing how to manage it is pointless."

Uninformed Nitwit

Be a Squirrel

Squirrel: [skwir-uhl] – verb (used with object): to store or hide (money, valuables, etc.), usually for the future

We’ve been squirrelling (for ourselves) since 1984 and Squirrelling (for others) since 2011.

That’s given us loads of experience to draw on – 3.5 decades worth.

Be a Squirrel and take advantage of that.

Welcome to Squirrel

We help you:

  • Invest smartly
  • Understand your risk-taking ability, your investment goals and objectives and your investible funds
  • Make the investments – we handle the paperwork and the legwork
  • Track how your portfolio is doing
  • Get insured adequately and inexpensively
  • Use a digital locker to store all your important documents

And…

  • we remind you when you need to do things
  • we try to persuade you not to do things that we think are, well, not worth doing
  • we provide reassurance and comfort and an occasional cup of tea when you need it

Financial Literacy

Understanding

Why should I invest? How do I invest? What works best?

It really isn’t rocket science, and it should be taught in every school and college and induction seminar.

But it isn’t.

We think it’s really important that every Squirrel achieves a level of financial literacy that helps them understand why and how they’re investing and what they’re investing in.

We help you get there, explaining stuff as simply as possible and stripping away the jargon to get to the plain unvarnished truth.

Read our occasional blog here.

 

Solutions

Answers that work

What should I invest in? Debt? Equity? Mutual funds? Gold? Diamonds? Real estate? Is the market going up or down or sideways? Should I sell now? Buy?

There are no answers to these questions that are universally true at all times and for all types of investors. But, like you, we’ve been there. Probably unlike you, we’ve done that, we got the t-shirt.

Over thirty years of investing for ourselves, we’ve figured out what really works in the long run and what’s the simplest and arguably the most effective approach for those of us for whom investing is not a full time occupation. It’s really a philosophy towards investing. Keep it simple.

We’re Different

Boring works

We think investing is truly worthwhile only in the long-term.

We recommend balancing your exposure to  equity with a debt portfolio based on your ability to take risks (not just your willingness to do so).

We strongly advocate the systematic investment approach to investing.

We help you understand all of the above and we’re always happy to explain it till you get it.

We are completely transparent in our dealings with you and you will always have complete knowledge and control – you know what we know and you decide.

One Size Fits One

Create a Strategy That Works For YOU

Money is personal. We get that. We help you decide what is going to work for YOU when you invest your money.

We help you understand your risk-taking ability and your risk-taking willingness.

And we help you tailor your portfolio to match your earnings, your goals and your timelines.

Kavita Hurry

Kavita Hurry

Mom Squirrel

Kavita is our investment guru. With 35+ years of banking experience she was the ‘mother’ of private banking in India, starting India’s first private bank in the ’90s with ING and creating a whole new banking experience, which she grew to an $800m portfolio. She then went on to head ING’s mutual fund growing it twenty-fold in 5 years to Rs.5,500 crores and was named as one of the 25 most influential women in India.

The Squirrels

Vivek Hurry

Vivek Hurry

Pop Squirrel

Vivek is our operations guru, with 40 years of operations experience, 18 of them as an entrepreneur running a technology company, publishing India’s first CD on taxation with a commentary, launching India’s first online resource for legal information and one of India’s first LPOs (legal process outsourcing companies) serving clients in the US, UK, EU and China. He’s a chartered accountant and technophile.

Squirrel is different

We think it’s important that you understand what you’re doing when you invest: the risks, the rewards, the uncertainties, the tax implications.

So, we will help you get there.

And Squirrel is just the two of us. No relationship managers. No levels of bureaucracy. You always talk to one or both of us.

 

SMILE

That’s an acronym for what we advocate and how we help you

Simplify

Simplify your investing and your portfolio. Rationalise, clean up and streamline.

Manage

Manage your portfolio on an on-going basis. Decide when to invest more, when to divest, when to switch. Help you do all that.

Invest

Help you start investing and keep on investing. Help you learn when you should stop (never) or start something new (sometimes). Help you match your investing to your life stage.

Legacy

Manage how you leave a clean legacy for your heirs and avoid complications and issues.

Evaluate

Help you learn how to evaluate your choices; how to spot potential problems and too-good-to-be-true options.

Squirrel.

We simplify, manage and educate.

We’re different.

“Financial literacy rocks for nuts like us,” said the Squirrel. “Read our blog.

Contact

Get In Touch

info@beasquirrel.com