Kamadhenu Capital: Wealth. Preserve. Grow
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    Sophisticated Wealth Management for everyone

    Investment Adviser + Goal oriented Portfolios + Automated Investing

Why Kamadhenu Capital?

Independent Registered Investment Adviser. Fee Only.

Accounts

No Minimums.
Access from anywhere.

Advice

Personalized advice.
Customized for goals.

Portfolio Management

Goal oriented.
Globally diversified, low-cost portfolio of ETFs.

Transparency

Straight forward pricing.
No hidden fees.

Sophisticated tools

Smart deposits.
Tax Loss harvesting.

Flexible Meetings

Convenient times.
Meet in office or online.

Services & Fees

Financial Planning

$100/ hr

  • Saving and Budgeting
  • Cash flow analysis
  • College Planning
  • Retirement Planning
  • Actionable advice

WealthWise

0.75 % of AUM

  • Investment Management for everyone
  • Low cost globally diversified portfolio
  • Sophisticated platform
  • Fees collected quarterly
  • Reduced fees for charities 0f 0.35% of AUM

Active

1.25% of AUM

  • Qualified investors only
  • Proprietary investment strategy
  • $100,000 min
  • Performance based option available
  • Fees collected daily

Wealth wise

Intimacy of Personal Adviser
Efficiency of Technology

Kamadhenu Capital leverages technology to maximize the value you receive while minimizing costs – all with a personal touch that comes from an advisor who knows you and your family. Our time is spent on high impact service, not pushing paper. You pay for value, not administration.

  • Instant Access
  • No Account Minimum
  • No Hidden Fees

Portfolio Construction

  • Globally diversified, Low-cost ETFs
  • Customized for your needs and goals
  • Fractional Shares
  • Automated Rebalancing
  • Automated Deposits
  • Smart Dividend Re-investment
  • Tax loss harvesting
Start Investing

Active

Investment Philosophy

Kamadhenu Capital focuses on growing your wealth by investing in

  • Equity of public companies with sustainable growth trading at a reasonable value (GARP)
  • Equity of companies undergoing change to unlock shareholder value (Special Situations)
  • Opportunistic purchase of ETFs, Bonds, and Options

Investment Strategy

  • Concentrated portfolio of 10-25 stocks, bonds, ETFs or Options that fit our investment philosophy.
  • May contain significant unallocated cash
  • Portfolio composition a function of available opportunities and not based on a fixed formula

We Support

Individual Accounts
Joint Accounts
Trust Accounts
Traditional, Roth, & SEP IRAs
401(k),403(b) rollover
Charitable Organizations

Disclaimer
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