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
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.
High-Touch Experience
We offer customized financial solutions and a high-touch relationship. We provide the resources and expertise of a large management firm, without sacrificing client service and communication.
Our Story
In 2024, 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. His belief that investing is trading with a longer horizon underpins QuantWealth’s approach to portfolio management. 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. At QuantRoll, he traded commodity futures with consistent success. However, as profits grew, Mukul faced capacity constraints, limiting his ability to reinvest into his trading strategies effectively. Frustrated with the risk/reward profile of conventional market indices, he 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 high-net-worth clients a thoughtful, structured approach to wealth management, delivering personalized financial advice backed by deep market insights. QuantWealth Advisors stands committed to helping clients achieve consistent performance through intelligent portfolio design and dynamic asset allocation.
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 these indices within their retirement and non-retirement portfolios face heightened concentration risks that may undermine their long-term financial objectives.
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.
Investing Principles
QuantWealth Advisors LLC is a fee-only Financial Advisor and Wealth Management firm in SugarLand, TX. We specialize in total wealth management services, including comprehensive financial planning and investment management.
Optimizing the Investment Portfolio
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.
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.
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 maximizing investor returns
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.
Leveraging Private Assets to Reduce Volatility
We shall attempt to use private assets to reduce portfolio volatility and achieve higher returns when public assets do not offer an equivalent risk reward profile.
Achieve Your Financial Goals with Our Investment Strategies
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 achieve your investment goals together!