Investment Planning Service

We strive to provide suitable investment advisory plans to meet objectives on a continuous basis along with consistent superior risk adjusted returns through our proprietary process driven dynamic asset allocation portfolio models by sticking to investments with proven track record.

All portfolios are tracked continuously. Based upon the movements of the equity and debt markets, and various other economic indicators, asset allocations are dynamically moved between cash, debt and equities in order to ensure capital protection based upon your risk appetite and investment objectives.

We premise our entire investment logic upon achieving a sound asset allocation. Depending upon your investment objectives, risk appetite, cash flow requirements and investment horizon, the asset allocation may be dynamically or passively managed.

Research shows that asset allocation explains 80% of a portfolio's returns, research 16% and timing the markets only 4%.

The next major investment principle we follow is diversification. Diversification helps in reducing the risk in the investment portfolio. Our approach is to spread the investments and attendant risk among many investment schemes / asset classes so that occasional under performance in one or few schemes / classes do not impact the overall returns. Proper diversification also ensures that no undue concentrations are built into the investment portfolio. We have prescribed limits for each exposure whether at the macro industry level or at the micro company level.

Once the investment portfolio is executed, we assiduously track them through the market varying conditions and interest rate movements, making suitable interventions wherever required only for you.