Our Major USPs

Comprehensive Product Line

  • Mutual Funds- Liquid, Debt, Hybrids & Equity.
  • Portfolio Management Services.
  • Alternate Investment Funds.
  • Corporate Fixed Deposits.
  • Structured Products.
  • ReIT Funds/ Private Equity Funds, including Startup Schemes/ IPOs

Content & Research

  • News & Views keep flowing from all vectors, including the asset management companies that we deal with.
  • Imperatively, we ensure that irrelevant info is filtered out and only relevant & impactful information reaches our clients.
  • Research partners:
    » CLSA
    » Morgan Stanley
    » Valueresearchonline
    » Motilal Oswal Securities (For Equity Markets)

 Consultation Methodology

  • Advisory as per modes that are convenient to the clients: We prefer in-person
  • Multi-tier approach to ascertain the Modus-operandi & style of investing.
  • 4 Varied risk Profiles to suit the requirements of the clients:
  • Conservative
  • Moderate
  • Aggressive
  • Very Aggressive
  • Model Portfolios for each risk profile are shared and further customizations are inducted to make it tailor-made for clients
  • Objective consulting methodology: Hold vs Sell and Opportunity costs assessments
  • Frequency of reviews as decided by the clients
  • Goal-based Investing & assignment encouraged to provide clear understanding of objective with which the investment was made.

Convenience

  • Online Access view of the portfolios – anytime, anywhere, through the Website or Mobile Application.
  • Web based transaction facility available post one-time registration.
  • Portfolios & reports sent on email as per request in no time.
  • Comprehensive reports, covering all aspects. External portfolio also included for Bird’s eye view of total market portfolio.
  • Reports Available:
      » XIRR REPORT
      » LT/ST CAPITAL GAINS REPORT – BOTH RELAIZED & UN-REALIZED
      » TRANSACTIONS SUMMARY (CHRONOLIGIAL ORDER)
      » SUMMARIZED REPORT
      » DETAILED REPORT SHOWING TOP HOLDINGS, FUND LEVEL EXPOSURE, SCHEME LEVEL EXPOSURE, ASSET CLASS EXPOSURE, UNDERLYING STOCK HOLDINGS ETC.