About us
N2 Financial is a Global Investment Advisory practice helping clients since 2015 achieve superior risk adjusted returns in the developed capital markets. N2 has over $11 million in Assets Under Management and Advisory as of August 2020.
N2 Financial does not recommend or advise its clients to hold any investments or securities where the company or its Principals are not invested in those securities in some way or other. We assure you that our Principals will have the majority of their investments in the capital markets in line with the model portfolios we run for our Clients. We recommend only what we believe in and where we feel comfortable placing our own capital in. We don’t practice double standards just to get fees off our Clients. We venture together with our Clients to create wealth in the long run. We ensure that our objectives and Client’s objectives are aligned. It’s often turbulent deep in the investment ocean as price discovery happens and that is where wealth is created. Therefore, we are in the same investment boat with you with clear objectives.
Our aim is to see our combined deployed capital grow over time with acceptable limits of risk and we like to keep the investment horizon long because great things take a long time to come about.
Investment Philosophy
We manage Separately Managed Accounts based on each Client’s return and risk profiles. We don’t take your money from you.
N2 Financial Principles:
- Enable a vibrant culture
- Open and transparent mindset (Practise Humility)
- Profit is not the only motive
- Money begets Money – Be Careful
- Long-term views only
- Evaluate “impact” of investments constantly. Try not to encourage monopolies
- Know what you buy: Cheap and Expensive are relative terms.
- Be ready to defend your views/Be comfortable in your skin
Team
Neil Varghese:
Principal
Senior Financial Advisor and International Investment Strategist with 9+ years of progressively responsible experience. Recognized for exceptional market trend research skills and proven ability to develop and execute investment strategies that maximize return while mitigating risk. Seasoned developed markets Equities Professional with successful bottom-up stock picking track record. Extensive knowledge of US, EU (France, Germany, UK), and Asian (Hong Kong) markets.
Specialist in Tech and Communications Services sectors. Effective communicator with excellent interpersonal and analytical skills, good presence of mind, calm under stressful situations and solutions oriented. Skilled at business development and client relationship management, with experience serving high-touch clientele including ultra-high net-worth individuals (UHNWI) and politically exposed persons (PEP). Strong industry network and close working relationships with leading international brokers including J.P. Morgan and Morgan Stanley. CFA level 2 candidate June 2021. Completed post-graduate coursework in Economics at Australian National University.
Siju K Philip:
Chief Ideas Officer (Debate Leader)
An inquisitive person immersed in the Global financial markets successfully over the past 10 years with extensive focus on Investment Research and ideas generation. With a taste for the fast and dynamic disruptive technologies space, finding the winner or leader in these areas comes naturally to me. Expertise in fundamental equities, building equity valuation models, and practical knowledge in technical analysis. Holds a Master’s degree in Financial Management from Australian National University (Canberra) and a Bachelor’s Degree in Commerce from Bangalore University.
Testimonials
“Every economy in the world has its own dynamics with varying levels of productivity, natural resources, quality of assets, strength of currency, rule of law etc. which all work together to produce a level of output measured as Gross Domestic Product (GDP).”
– Jaydip Rathod, Webwork“Every economy in the world has its own dynamics with varying levels of productivity, natural resources, quality of assets, strength of currency, rule of law etc. which all work together to produce a level of output measured as Gross Domestic Product (GDP).”
– Jaydip Rathod, Webwork