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Client Engagement

We encourage our clients to answer certain questions that would determine their investment style and risk profile. Based on their risk profile, we recommend asset class between Equity, Debt, Gold and International Funds. We go one step more in categorizing sub-asset class.

“The greatest good we can do for others is not just to share our riches with them, but to reveal theirs.”

Zig Zigler

Assess Investment Style

We assess the ability of the investor to respond when there is fall in the investment value of their investment. It helps to recommend which asset class to invest.

“Its time in the market and not timing the market determines your wealth creation.”

Dan Egan

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Understand Risk Profile

We categorize investors based on varied degrees of risk aversion like Cautious, Cautiously Prudent, Prudent, Prudently Aggressive and Aggressive.

“A ship is always safe at the shore - but that is NOT what it is built for.”

Albert Einstein

Recommend Asset Class

Our recommendation of investment is based on the ability of the investor to take risk. We believe in taking risks only based on one’s capacity.

Equities take further shape of Large &Diversified Funds, Mid & Small Cap Funds and Sectoral Funds.

Debt take further shape of Gilt Funds, Long term Funds, Short term Funds and Liquid Funds.

Gold investments represent ETFs that closely track the Gold Index.

International Funds represent the Indian Funds that have invested in Foreign Mutual Funds

“The four most dangerous words in investing are: ‘this time it’s different”

Sir John Templeton

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Shortlist Mutual Fund Scheme

We shortlist the schemes based on risk adjusted return* under each asset class and the assess the ability of schemes to withstand investment cycle over short and long term.

*”Mutual Fund Investments are subject to Market Risk, Please read offer document before investing. Past performance is not guaranteed of future performance” – SEBI

“The stock market is filled with individuals who know the price of everything, but the value of nothing.”

Phillip Fisher

Select Scheme

We believe in investigate then invest and not invest then investigate. Our aim is to make investors aware about their risk aversion and then allocate investments.

“The stock investor is neither right or wrong because others agreed or disagreed with him; he is right because his facts and analysis are right.”

Benjamin Graham, The Intelligent Investor

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The final choice of selecting the scheme will be with the Client.

“Never test the depth of water with both the feet.”

Warren Buffet