Our Journey
We embarked on our journey as a SEBI Registered Investment Advisor in April 2018 with a clear mission: to empower our clients with thoughtful, disciplined, and personalized investment strategies. In our initial years, we focused on building a strong foundation by understanding the investment landscape, assembling a dedicated team, and catering to a select group of clients. Over time, we have developed a deep expertise in risk profiling, asset allocation, and crafting robust investment frameworks for both equity and debt markets.
Our Approach
Our approach is rooted in a thorough understanding of three critical parameters that shape every client’s investment journey:
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Return Expectations
Aligning investments with your financial goals.
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Risk Profile
Ensuring your investments match your ability to withstand market volatility.
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Time Horizon
Crafting strategies that evolve with your medium- to long-term objectives.
We believe that compounding and entrepreneurship are the cornerstones of wealth creation, and our role is to ensure that our clients remain invested over the long term, enabling them to achieve their financial aspirations.
Risk Management is Paramount
We understand that the pain of a loss often outweighs the joy of a gain. That’s why we prioritize risk appetite, ensuring that any drawdown or loss has minimal impact on your mental and physical well-being.
Time in the Market Over Timing the Market
While many aspire to be long-term investors, the noise of short-term market movements can often lead to irrational decisions. We guide our clients to stay focused on their long-term goals, helping them make rational choices as they grow more comfortable with market dynamics.
Focus on the Controllables
Markets are inherently unpredictable, with known and unknown variables at play. What we can control, however, is our thought process and investment framework. We emphasize emotional discipline and a structured approach, especially during periods of adversity.
Respect Sentiment and Trend
We believe in being contrarian at the extremes of greed and fear. By analyzing both objective and subjective parameters, we help clients navigate market sentiment, adopting a conservative stance during periods of excessive greed and a more aggressive approach during times of extreme fear.
Fundamentals Drive Long-Term Trends
We focus on core fundamentals such as capital allocation, capital efficiency (RoE and RoIC), execution capability, and growth consistency. While valuations are dynamic, we believe in mean reversion and invest with a long-term perspective.
Invest in Predictable Businesses
We prefer businesses and management that are predictable, easy to understand, and trustworthy. By investing with appropriate margins of safety on narrative, valuation, growth, and quality, we aim to hold such companies for the long term, minimizing the need for frequent trading.
Mean Reversion is Inevitable
Whether it’s valuation multiples, margins, interest rates, or market sentiment, mean reversion is a recurring theme in markets. By closely monitoring these variables, we identify trends and regime changes to make informed investment decisions.
The Right Balance of Flexibility and Discipline
Drawing from years of research, client interactions, and experiences across multiple market cycles, we have developed a process that combines flexibility and discipline. While these traits may seem contradictory, they are essential for delivering above-average performance across varying market conditions.