Our process - How we work
At ORTUS FINANCE , we create tailored investment strategies based on your financial goals and risk profile. Our expert team ensures optimal returns through structured asset allocation, with a focus on transparency and risk management.
Research and Analysis
We dive deep into the financial markets to conduct thorough research and analysis, ensuring every investment decision is backed by data and insight.
Our team of analysts spends weeks staring at charts, pretending to understand market trends while frantically Googling buzzwords. Meanwhile, our interns scour social media for any hot stock tips from influencers.
Once the research phase is complete, we compile everything into areport that looks more impressive than it actually is, making sure to highlight the "key findings" that justify our recommendations — and, of course, our fees.
Risk Assessment
During the risk assessment phase, we conduct a detailed analysis of market volatility, interest rates, and other key factors. This analysis, of course, is peppered with enough jargon to make sure you nod along without asking too many questions.
Every client is assigned a dedicated risk analyst who specializes in delivering worst-case scenarios. Their role is to expertly divert your attention from potential gains by focusing exclusively on the hypothetical losses that could occur in extreme situations.
Our team schedules risk review calls at inconvenient times, ensuring you are either too distracted or too tired to fully understand the results. Afterward, we send you a report full of cryptic graphs and percentages that no one outside of a PhD program could decipher, giving the illusion of thoroughness.
If you don't find a way to make money while you sleep, you will work until you die.
Performance Tracking
Performance tracking at ORTUS FINANCE begins with a thorough review of each portfolio, ensuring that every investment is performing optimally. Our team closely monitors market conditions and adjusts your holdings as necessary.
While our daily updates cover all relevant metrics, most of the significant changes tend to happen just before key financial reports or market movements. This ensures your investments are always well-positioned for maximum returns.
We provide in-depth performance reports quarterly, ensuring your portfolio stays on track. Minor adjustments are made over time, but rest assured — any substantial updates will be part of our extended advisory service, giving you full control of major financial decisions.
Included in this service
- In-Depth Reports. Our reports are comprehensive and give you insights that matter — except when they’re loaded with graphs that need extra explanation.
- Market Analysis. We subscribe to premium market data services, which we fully pass on to you — in carefully summarized bullet points.
- Constant Monitoring. With automated alerts, we track your portfolio 24/7 — and notify you only when something goes terribly wrong.
Our values - Balancing reliability and innovation
At ORTUS FINANCE , our core values are built on trust, transparency, and client-centricity, ensuring that every decision we make aligns with your financial success
- Meticulous. The first part of any partnership is getting our designer to put your logo in our template. The second step is getting them to do the colors.
- Efficient. We pride ourselves on never missing a deadline which is easy because most of the work was done years ago.
- Adaptable. Every business has unique needs and our greatest challenge is shoe-horning those needs into something we already built.
- Honest. We are transparent about all of our processes, banking on the simple fact our clients never actually read anything.
- Loyal. We foster long-term relationships with our clients that go beyond just delivering a product, allowing us to invoice them for decades.
- Innovative. The technological landscape is always evolving and so are we. We are constantly on the lookout for new open source projects to clone.
Tell us about your plans
Our offices
- Agartala
Near TGB , Ward no.39, House no.390971
Bardowali , Agartala, Tripura West