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About Us
Our Experience
We have 11 years of experience across research and advisory. The research experience comes from working with global financial conglomerates within the role of credit and equity analysis. Advisory role is aided by our core research background, which helps in coming up with a robust investment portfolio for various market cycles.
Our Offering
Superior research based advise which helps in creating alpha (extra returns). The portfolio creation is based on our 19 point research methodology.
Portfolio re-balancing (regular tracking of funds and portfolio of the client and remove/replace under-performing funds; usually done with 4-6 quarters)
Exit advisory (advising when to exit a fund / when to pull out money) and opportunistic buying (tactical calls to buy when markets goes down)
Education (regarding investment and personal finance)
Help in various transactions (capital gain statement, dividend statement, statement of accounts and other transactions)
Technology: Have an investment portal where clients can see their portfolio and do transactions.
Our Approach
We follow an approach of core + tactical portfolio. A core portfolio is made of 4 funds which we hold for the long term. The tactical portfolio is based on spotting underlying trends in a sector or asset class. Portfolio construction will alternate between “risk-on” and “capital preservation”
based on macro economic parameters, valuations and earning cycle