How We Work

We take pride in our research. The unparalleled research that goes behind each financial plan is what sets us apart and builds trust in our clients. We believe in two-sided research in the wealth management industry. At one end, we dive deep into the assets of the clients to figure out what investment or plan is likely to suit them best. On the other side, we investigate the portfolio before picking the funds for our clients to invest in

We do our own Research we know what we own well. We have a process of shortlisting the funds and it’s called our White List. We evaluate the performance every quarter and update the recommendation. Then we make model portfolio for different cases, this brings in uniformity to the advice given by our Investment Advisors and at any given point of time two portfolio’s of same profile of client looks similar.

Some parameter considered for shortlisting are

1. New stocks bought by the Fund
2. Overall Universe of stocks of the Fund house
3. Overlap between 2 funds of the same fund house
4. Number of multi baggers in a portfolio over 3 years
5. Low beta and higher Alpha
6. Investment Style of the Fund Manager
7. Risk Management techniques of the Fund House

Consider funds whitelist as our comprehensive, well-researched database. All of the techniques discussed above go into researching funds. Bottom-up research is carried out around various aspects of each of the funds before moving ahead with them. Only the funds that pass the rigorous testing and come out clean will appear on our funds whitelist.

Debt Fund Research

Debt fund research is another sector that we specialize in. Debt Fund research is an extensive department on its own. We carry an exhaustive research on the various instruments the fund has invested in, their composition, their liquidity, duration, number securities and finally the rating.

We don’t simply recommend suitable Mutual Funds to the investors based on past performance. We do our research to predict future performers. In addition to recommending funds, we also keep close track of their performance and perform periodic research on them to make sure their still of value. If the funds are performing less than optimal, we discuss and weigh the odds with the clients to make suitable adjustments or changes to the investment to keep it performing up to mark.