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Portfolio Risk

Akhil Lodha, CEO

Akhil is the co-founder and CEO of StratiFi. He started his career at Citigroup writing algorithms to price risk and make markets. He got the opportunity to work with brilliant people, build complex systems and solve critical challenges for the bank. Along the way, he realized that he could have a bigger impact on the world by applying his skills and expertise to help more people have a better investment experience and a brighter future by making it easy for them to understand risk. He is bringing institutional principles and techniques to more people and collaborating with financial advisors to help clients bridge the risk gap. 
Extend Risk Analysis Beyond Volatility To Differentiate Yourself 
And Win Clients
In this book, we reveal why low volatility doesn't mean low risk and other risk factors that have a significant impact on outcomes. 

Simplify a difficult topic for your clients, create superior financial plans and impress prospects to grow your practice.
Understand the factors that drive losses
Measure risk more reliably
Educate clients and bridge the risk gap
Create superior financial plans
Differentiate yourself and grow your practice
Engage clients and win prospects
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