We work closely with a carefully chosen, limited set of clients, leveraging data-driven investing insights to develop customized solutions for each client. A systematic approach to creating and maintaining portfolios enables us to combine patience with opportunity, bringing you dispassionate decisions in a volatile world. Our services are designed for very high-networth individuals, ideally with investible surplus of over INR 5 Crores, who want to implement an efficient, low-expense asset allocation-based strategy. Our current engagement model is as mutual fund distributors, where the funds that our clients invest into, pay us an annual trail fee that is part of the overall expense ratio of the fund. Our data-driven investing process helps us to consistently put your financial interests above all else.
Implementation/ Execution of investment plans through mutual funds
Risk Profiling: Determining Risk Tolerance, Risk Capacity and Risk Require
Asset Allocation: Mapping risk measures to best fit allocations
Fund Selection: Determining the best mix of funds to achieve objective
Reporting and MIS: Monthly review reports, and ad-hoc analyses as per client requirements
Macro and Micro Research: Providing context for investment decisions through insights on the macro situation, aggregate equity analysis and in-house proprietory models
Financial Year 2020-21