Ascertaining your investor profile and understanding your risk tolerance is a significant step before investing. Expectations and risk profile enable our relationship manager to put in place and execute a plan to optimize your investment requirements. We follow a product suitability approach by understanding risk rating of the product and recommend the same basis client’s risk profile. We take cognizance of the fact that your profile is likely to change with time and hence we follow this process on a constant basis.

Asset allocation is the strategy used to determine the proportion of investments made in each asset class that solely depends on the risk appetite of an individual. Asset allocation helps in reducing the overall risk of a portfolio as all assets perform differently at a given point of time. A comprehensive view of your portfolio across all asset categories helps us offer you high quality wealth solution.

We evaluate performance through an ongoing monitoring system of controls. We constantly provide recommendations on appropriate rebalancing of your portfolio on the basis of performance and analysis of future macroeconomic expectations. All portfolios are approved by our research desk on an ongoing basis.