Our Team of Experts

A handpicked team of specialists dedicated to managing all your financial needs

Our Research Process

Our in-house research team provides market and industry insights to strengthen your investment decisions

Macroeconomic
Environment

Market
Fundamentals

Fund Strategy
Evaluation

Prudent Asset
Allocation

Ongoing Review
& Monitoring

Macroeconomic Environment

  • Evaluating domestic and global industry trends
  • Fundamental study of asset classes with in-depth research on past and current developments
  • Secondary research through best external sources across socio-economic, sectoral and thematic events

Market Fundamentals

  • Quantitative testing of portfolio strategies for risk analysis, past trends and current market dynamics
  • Qualitative market assessment through expert interactions
  • Regular Fund Manager interactions to understand market fundamentals and future strategy

Fund Strategy Evaluation

  • Advanced analytics and proprietary process for assessment across various past and current statistics
  • Wealth Committee comprising investment and risk experts to evaluate alternative investment products
  • Whitelist of approved products basis fund evaluation and market trends

Prudent Asset Allocation

  • Options to select unique model portfolios across various risk profiles to match risk appetite
  • Active investment strategies with open architecture to offer best in class mutual funds
  • Product mix across asset classes comprising of Mutual Funds, Gold and Alternate asset classes

Ongoing Review & Monitoring

  • Best in class portfolio snapshot tool (Money At A Glance) to track Mutual Funds and Markets
  • Periodic assessment of mutual funds and fund manager strategies for any change in trends
  • Strong track record of guiding investors navigate through various market cycles

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