Our Portfolio Management strategies enable investors to safeguard and grow their investments whilst minimizing risk and volatility.
Our investment experts are qualified & experienced investment professionals and are aligned with our principles of value, integrity and trust.
Tapping into market inefficiencies unavailable to retail investors, we deliver significant alpha compared to the index or regular mutual fund norms.
Our charges and annual management fee structure is transparent and relatively lower than the expense ratio on most equity mutual funds.
Given this level of transparency and personalization, our investors can realize the full benefit of professional and ethical portfolio management.
Our research & investments employ a top-down approach to identify select sectors with the best prospects while simultaneously picking stocks within these sectors based on a bottom-up, fundamentals-based approach. We use a similar strategy for debt investments, where we constantly look for opportunities to leverage the difference between the market value and intrinsic value of debt securities to generate optimal returns.
The portfolios are concentrated, risk-adjusted, & thoroughly researched.
Deploying a unique data-driven approach to generate risk-adjusted returns over time, our managers collaborate with investors to understand the nuances of their finances and risk appetites and execute crucial investment decisions in a timely manner. Portfolios are shaped based on individual preferences in risk-taking, value creation, and ethical investing. Comprehensive details on portfolio performance, investment churn, tax liabilities, and net fees are always available.
This unique customer-centric ethos aligns our approach with our investors’ interests.
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360 ONE Center, 6th Floor, Kamala City,
Senapati Bapat Marg, Lower Parel,
Mumbai - 400 013
Tel: +91 22 4876 5600