Mutual Fund Advisory

We take pride in calling ourselves “advisors for Mutual Funds”. We are extremely conservative in our approach to investments as we know perfectly well that over 90% of retail investors lose money in stock markets.

We take an extremely calibrated approach to investing. We will look at several subjective & objective parameters before recommending a scheme or a product. At first we interact with our customers to understand and also help them define their investment goal.

We study various parameters and performance measures like returns since inception, risk-return ratio, standard deviation (volatility), average maturity profile, beta and alpha measures, Sharpe Ratio and portfolio diversification measures. Depending on your profile we advice to invest in mutual funds and therefore structure a portfolio most appropriate for you. We see that your investment is continuously aligned with your goals and strategy from time to time.

The aim to offer process involves not only building a portfolio based on your financial goals but also formulating a Migration Strategy for your existing investments.