Investment Management

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Leave Your Financial Decision To Us

In life, making those decisions on your investments or insurance or expenses are scary and yet, unavoidable. An average Indian loses at least INR 1 Crore by making the wrong financial decisions during their lifetime.

This is where we come in to take care of your financial decisions so that you can live a life that you always wanted.

We Provide

Semi Annual Review:

Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.

Manage:

Actively manage assets allocation periodically and see it that your financial goals are achieved faster.

Planning:

Guide you on maintaining cash flow and taxes.

Dedicated Planners assigned:

Truly independent and unbaised advice by a dedicated personal financial planner assigned to you throughout.

Mutual Funds

Mutual Funds are created when several people who wish to earn wealth (investors) combine their resources to create a huge investable amount (corpus). This large corpus is then invested into various companies across industries, operating in different sectors of the economy – depending on the type of fund chosen. All the investors of a mutual fund share in its profits, losses, incomes and expenses in direct proportion to their level of investment.

Companies that create mutual fund schemes are called Fund Houses or Asset Management Companies (AMCs). The professionals who study the markets and pick companies to invest in are called Fund Managers. Fund managers spend a great deal of time analysing markets and studying different sectors of the economy to figure out which companies are most likely to turn a profit – in different time frames – and choose the best option.

There are thousands of mutual funds in India, under different categories, offered by hundreds of AMCs and Fund Houses. For fairness and transparency, global agencies exist that analyse and rate the performance of funds over time and make sure that investors are well informed before investing. It is mandatory for AMCs to declare a standard against which the performance of any given fund can be measured – this is called a benchmark. There are also regulatory bodies like AMFI and SEBI that ensure no investor ever gets scammed.

Mutual funds allow individual to make their money work for them – meaning that they do not need to actively perform tasks for monetary again. Any amount invested in mutual funds will either grow or shrink depending on market performance and the skill of the fund manager.

There are many different types of mutual funds available today, and can be categorised based on investment objective, structure and asset class. Apart form this, there are also specialised mutual funds.

TOP MUTUAL FUND HOUSES

  • HDFC Mutual Fund
  • SBI Mutual Fund
  • Axis Mutual Fund
  • DSP BlackRock Mutual Fund
  • Aditya Birla Mutual Fund
  • Franklin Templeton Fund
  • ICICI Prudential Mutual Fund
  • Reliance Mutual Fund
  • UTI Mutual Fund

Comprehensive Investment Planning

  • Risk Profiling
  • Review of existing Assets and Liabilities
  • Counselling for removing unproductive assets
  • Assessment of Monetary Goals (retirement, child education, housing etc)
  • Prioritization of Monetary Goals
  • Goal Affordability
  • Goal-based Investment Advice
  • Customized Asset Allocation
  • Detailed Investment Plan (including mutual funds)
  • Investment in open-end fund Direct Plans
  • Review of Existing life assurance products (ULIPs/LIC etc)
  • Review of existing Health and Social insurance
  • Insurance Adequacy Assessment
  • Life/Health/Disability Insurance Strategy & Recommendation

Goal-Based Investment Planning

  • Risk Profiling
  • Review of existing Assets and Liabilities
  • Counselling for removing unproductive assets
  • Assessment of Monetary Goals (retirement, child education, housing etc)
  • Prioritization of Monetary Goals
  • Goal Affordability
  • Goal-based Investment Advice
  • Customized Asset Allocation
  • Detailed Investment Plan (including mutual funds)
  • Investment in open-end fund Direct Plans

Stock Trading

Why place your money and trust with us?

Well, for starters, all our research ideas and investment strategies are conducted by a SEBI Registered Research Analyst with a Master’s in Finance degree (specializing in derivatives & other structured products) from a prestigious Ivy league school, whose advisory is keenly followed across major TV Channels like ET Now, Bloomberg etc., and a team of Analysts under his guidance and supervision. Hence, our advisory is highly trustworthy among our clientele.

We follow a Top-Down approach to research, i.e., an investment analysis approach that involves looking first at the macro picture of the economy (such as, GDP, inflation, interest rates, currency movements etc.) and then looking sequentially at smaller factors in finer detail. As Analysts, we next examine the general market conditions to identify high-performing sectors, industries, or regions within the macroeconomy. The goal is to find particular industrial sectors that are forecast to outperform the market. We then screen individual companies through a sophisticated model which takes into account key parameters such as RoE, RoCE, Operating margins, Liquidity and Leverage positions of companies etc. Top-down investing makes more efficient use our time and attention to relevant data because it depends mostly on looking at large-scale economic aggregates and readily available public data and involves choosing among relatively few broad regions or sectors as opposed to the entire universe of individual companies’ stocks.

We study the market through a mathematical model which is based on the concept of Market Profile, a relatively new concept, different from Technical Analysis, which still has a great deal of misconception and confusion about it. More than 98% traders still do not understand what Market Profile Charts can and cannot do. The concept is simple, to display price on a vertical axis against time on the horizontal, and the ensuing graphic generally is a bell shape–fatter at the middle prices, with activity trailing off and volume diminished at the extreme higher and lower prices. By using this technique, we are at an advantage as:

  • We have an X-ray vision into market activity
  • Market profile identifies where value lies in the Market
  • The ability to gauge market behaviour in all types of market conditions, i.e., trending or sideways markets

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