Wealth Management
Market Commentary
The monthly or quarterly market letter for clients: equities, rates, currency and commodities, flows, the economy and policy, and the positioning that follows, in language clients can follow.
- Publishes
- Pages or slides
- Excel, Word and PowerPoint on request
10 days of Pro, or of Firm on a work email address to start. No card needed.
What you give, what you get
Your brief and files. Its method.
You give
- A brief: who the work is for and what question it must answer, in a few lines.
- Your files, from your computer, Google Drive or OneDrive: filings, models, decks, transcripts, statements. Read whole, never cut into fragments.
- Nothing else. The playbook carries the method, and Mool gathers what the method calls for.
You get
- Pages or slides, with Excel, Word and PowerPoint files on request on Pro.
- Every figure sourced and dated, with the working shown.
- Follow-ups in plain words that edit the pages in place.
- Quick answers to a reader's question from the research itself.
- A document you can share by link, or keep in your account.
How it runs
From brief to finished research.
- 01
Brief
Pick the playbook, say what the work is about in a few lines and add your files: filings, models, decks, transcripts, statements.
- 02
Research
Mool plans the work and does it, reading your files whole and gathering what else the method calls for. Every step shows in the activity feed as it happens.
- 03
Publish
The research arrives as pages or slides, each figure sourced and dated, with Excel, Word and PowerPoint files when you asked for them.
- 04
Follow up
Ask for changes in plain words and the pages are edited in place. Ask a question and it is answered from the research itself.
Wealth Management
More for this desk.
Fund Due Diligence
Review one mutual fund or compare up to four: returns and rolling returns against benchmark and category, risk and drawdowns, portfolio and style, costs, the manager, and consistency. Indian schemes and ETFs.
Portfolio Review
A client-ready review built from the client's own statements: look-through exposure, returns against benchmarks, costs, concentration, risk in the debt book, tax, and what should change.