Onboarding Process
We will assist you with your KYC details, risk profiling and account opening. We then create a portfolio with the suggested strategy, and the client money remains in their respective accounts.
Portfolio Creation
4
1
KYC
2
Risk Profiling
3
Account Opening
We work across different asset classes to make sure the investor makes the best returns as we are extremely sensitive about the opportunity cost. Asset allocation involves ensuring an optimal mix of various asset classes like equity, debt securities, commodities (gold, silver, etc.) and ETFs.
Asset Allocation
Portfolio Construction
Portfolio construction deals with "what and how much to buy". Security selection is concerned with selecting securities from a given asset class. We look for absolute, risk adjusted, asymmetric return opportunities using our investment framework. Apart from picking the right businesses or securities, allocation to a particular position also becomes extremely important for optimum returns.
Risk Hedging
A flexible capital allocation strategy helps us protect against major drawdowns. Every asset and security in our investors’ portfolio has a specific role to play. This interplay between the assets ensures well balanced portfolios with reduced risk.
Timing involves taking strategic & tactical buying and selling decisions. We have clear and well defined entry and exit strategies for all our investments. In addition to this, it also involves taking the "when NOT to buy" decisions and also addresses when to add to an existing position while averaging up or down. We do not chase hot investment ideas however fancy or in favor they may seem.