Democratizing world-class wealth management
systems & strategies to retail investors
Democratizing world-class wealth management systems & strategies to retail investors
Founded in 2023, we at Clover Capital aim to be the most trusted, innovative, and transparent portfolio builders in the industry. Empowering individuals and families by giving them the tools and financial products they need to harness the power of the public market to build true and lasting wealth.
At our core, we strive to make the investment process simple, effective and customized to the client’s financial needs and risk preferences. We do that by educating our clients, and providing them with a large array of investment products enabling them to build robust equity mutual fund portfolios based on global best practices.
Our company allows retail investors access to time-tested investment strategies and global best practices for portfolio construction and risk management. We want to create a network of investors saving and investing towards a better future. We measure our success by the positive change we help create in people’s lives.
People
Nahum Lobo is an AMFI registered mutual fund distributor and an alumnus of St. Xavier's College (Autonomous). He has a background in marketing and finance. As a second-generation entrepreneur, he has business in his blood having already started his business at the age of 18 in the real estate sector.
Bjorn Fonseca is an AMFI-registered mutual fund distributor.
A B-Com(Hons) graduate from NMIMS & having cleared
CFA Level 1, finance is second nature to him. An avid investor in the Indian stock market, he heads the investment
decisions at Clover Capital.
