Providing an unbiased opinion backed
by domain expertise
We work closely with the client to understand their Return, Risk and Time Horizon Profile. It also helps that we adopt a detail oriented approach and broader outlook to decision making.
Understand the risk profiling and frame a suitable policy to instil discipline, consistency and risk management in the investment process.
A nuts and bolt approach to evaluate asset classes, instruments and products with a focus on post tax returns at investor level.
Regular tracking across asset classes, instruments and products to understand cross cycle positioning on valuations and fundamentals and take tactical decisions as per requirement.
Detailed reviews to assess portfolio performance and make requisite changes along with ensuring investor level awareness regarding the portfolio
Simple MIS Solution to provide updated portfolio position. Assist and guide regarding third party softwares/solutions for the same.
Understand and convey the tax implications of various products and investment decisions. Assist and guide regarding third party advisors if required.
