Our Services

As we help you construct a mutual fund portfolio we look out for
the following factors:

  • An outlook on the Economy
  • Stock Market outlook
  • Pedigree of the fund house
  • Fund Manager track record
  • Risk appropriate to your risk appetite / tolerance quotient.
  • Building enough negative correlation in the portfolio.
  • A minimum AuM size
  • Consistency of performance.
  • Top quartile and not top performer
  • Neither too many funds nor too much concentration.
  • Reasonable expense ratio relative to peer group.
  • NFO, only if compelling.
  • Asset Allocation appropriate to your risk appetite, expectation of returns and investment horizon.

Tax Saving Schemes

We will present to you historical risk adjusted performance of leading ELSS Schemes to help you choose the best ones for savings on taxes.

Portfolio Management Schemes (PMS)

We are empanelled with the best of PMS schemes for offering these to our informed investors. These are high risk, high reward products. They construct concentrated portfolios, relative to mutual funds. Fixed Expense ratio plans may be comparable to mutual funds but they uniquely have profit sharing plans which kick off beyond a minimum hurdle rate. Currently we work with ASK, Marcellus, and Envison. A few others are under due diligence. We are registered with APMI (Association of Portfolio Managers in India under Code APRN00246: validity 9.5.23 to 8.5.2026)

Alternate Investment Schemes  (AIF)

These are vehicles to channel mostly Private Equity funds. As these invest in the currently unlisted space, they have potential for the highest risk and returns opportunities. These are targeted to highly informed ultra-high net worth investors as well as institutional investors.

Portfolio Monitoring and Reporting

We believe in doing enough homework before helping you select a fund for you. Thereafter we do not believe in too much tinkering unless absolutely necessary. Too much monitoring often leads to making emotional decisions to either buy more in greed or sell in panic.

The fund manager is already making daily buy and sell decisions for you ; adding another fund manager over him will not add much value and in the long term more often than not, will leave you with less than desirable results.

Our standard review plan comprises a quarterly portfolio review discussion.

 Commitment: The extent of brokerage (higher), being paid to us, will never be a factor, as we help you find the best funds for you.