Institutional Quality
portfolios for Individuals
QuantWealth Advisors LLC is empowering your financial future
Fee-only, Independent firm
Being an independent wealth management firm allows us to serve as your ally. We are only paid by you. We never receive commissions or compensation from product providers, providing reassurance that you’re getting unbiased advice.
Fiduciary Responsibility
As fiduciaries, we are legally and ethically obligated to act in your best interest at all times. We provide unbiased advice, free from external influence, so you can trust that our guidance is aligned with your financial well-being.
High-Touch Experience
We offer tailored financial solutions that cater to the unique needs of our discerning clients. Our boutique approach ensures a high-touch relationship, where every client receives personalized attention and exceptional service.
Our Story
Mukul founded QuantWealth Advisors LLC to offer clients a cost effective solution for accessing diversified portfolios focused on high return, uncorrelated asset classes. Mukul’s personal journey of managing his own investments shaped his mission—after struggling to find a financial advisor who combined expertise with affordability, he realized he could provide a better alternative. Even after interviewing multiple advisors, he found most either lacked the necessary investment acumen or charged prohibitive fees while offering limited engagement.
Mukul’s unique combination of expertise in both trading and long-term investing positions him as a rare resource for clients. Mukul’s academic foundation began at the Indian Institute of Technology (IIT), where he earned his undergraduate degree in Computer Science, developing the analytical and problem solving skills essential for success in finance. Driven by a passion for financial markets, he pursued a Master’s in Financial Engineering at the University of California, Berkeley, where he also passed two levels of the CFA exam.
After completing his education, Mukul joined Merrill Lynch as a commodity trader and rapidly advanced to become Head Trader of the Commodity Index group. There, he developed and executed absolute return strategies and built deep expertise in managing risk.
Recognizing that his programming background and trading skills provided him the freedom to trade independently, Mukul left Merrill Lynch to launch QuantRoll Capital LLC where he traded commodity futures with consistent success. As his personal wealth grew with trading profits, Mukul was frustrated with the risk/reward profile of conventional market indices and explored alternative, uncorrelated asset classes to enhance returns and mitigate volatility.
This journey of exploration led to the creation of an institutional-grade portfolio that balances growth and risk management—the foundation of QuantWealth Advisors LLC. Today, Mukul leverages his extensive trading and investment experience to offer clients a thoughtful, structured approach to wealth management, delivering personalized financial advice backed by deep market insights.
Why we may be a good fit for you
Large Cash Position
Many working professionals lack the time and resources to thoroughly research financial products and identify those best suited to their evolving needs. What may have been appropriate in the past may no longer align with their current circumstances or market conditions. Consequently, many individuals exhibit a behavioral tendency to hold a large portion of their net worth in cash, uncertain about their next steps.
Single Stock Concentration
Professionals who have spent years with a single company often accumulate a substantial amount of stock in that firm, leading to a concentrated portfolio. Many are unsure of how to effectively diversify this concentration, which can expose them to unnecessary risk.
Concentration in Technology
The strong recent performance of mega-cap technology stocks has caused broad market indices, such as the S&P 500, to become increasingly concentrated, diminishing the diversification they once provided. Investors who continue to invest heavily in indexed products within their retirement and non-retirement portfolios face heightened concentration risks that may undermine their long-term financial objectives.
Recency Bias
Since the 2008 Global Financial Crisis, large-cap growth indices have consistently outperformed, while other segments of the market—such as small caps, value stocks, and international equities—have lagged. This prolonged trend has led many investors to believe that diversification beyond large-cap growth is unnecessary, a cognitive pattern known as recency bias. Given the extended nature of this trend, a significant number of individual investors are currently influenced by this bias.
Alternative Investments
Many individual investors remain unaware of alternative investments, such as real estate, private equity, private credit and others which can potentially reduce portfolio volatility without sacrificing returns. These assets, often used by institutional investors like endowments and pension funds, are not widely available in easily accessible products like ETFs. They also tend to be more opaque making them more challenging to evaluate. As a result, individual investors tend to overlook them despite their diversification benefits.
Current Financial Advisor
Many investors are tied to financial advisors who charge high fees, often without fully understanding the services provided or even the fees incurred. The complexity of financial statements can leave investors perplexed. Many question the value their advisor brings leading to dissatisfaction and uncertainty about their financial advisory relationship.
Behavioral Biases
Investing is inherently complex, requiring decisions based on uncertain future outcomes. Behavioral and emotional biases, such as those mentioned earlier, complicate rational investment decision-making. As individuals approach retirement and portfolio sizes become larger relative to contributions, strategies like dollar-cost averaging become less effective in mitigating volatility, leaving little room for error. Engaging with a dedicated financial advisor can help mitigate these biases and provide tailored guidance to navigate these challenges effectively.
Investing Principles
QuantWealth Advisors LLC is a fee-only Financial Advisor and Wealth Management firm in Sugar Land, TX. We specialize in total wealth management services, including comprehensive investment management.
Optimizing the Investment Portfolio
Prioritizing Valuations Over Market Sentiment
We believe that valuations matter when investing and will not chase expensive assets based on market sentiment.
Maximizing Tax Efficiency
We shall make portfolios as tax efficient as we can by utilizing tax harvesting and tax advantaged accounts. However, tax efficiency will only be a consideration, and we will not invest purely based on minimizing taxes.
Focusing on Valuations Rather Than Macroeconomic Forecasts
We shall not make investing decisions based on macroeconomic forecasts but based on valuations or on structural changes that can be observed.
Reducing Fees to Maximize Returns
Similar to taxes, we will attempt to minimize fees. However, we will not make investing decisions based on minimizing fees but on striving to maximize investor returns.
Leveraging Private Assets to Reduce Volatility
We shall attempt to use private assets to help reduce portfolio volatility and work to achieve higher returns when public assets do not offer an equivalent risk reward profile.
Empowering your Financial Journey
Contact us today to schedule a consultation and discover how we can assist you in optimizing your investment portfolio in the current financial landscape. Your financial success starts here. Let’s work to achieve your investment goals together!