We believe that in today’s
times, efficiencies in order placement, execution & reporting,
increases manifold by embracing technology. We, therefore
provide an online platform that accomplishes these objectives.
Human intervention is available but not preferred.
Research Process :
An on-line platform does
not equate to absent research. Our research process is typically
an amalgamation of both a top-down as well as a bottom-up
approach, supported by focused study of the broad domestic
and global macro-economic environment.
The research process couples
assessment of quality of management, analysis of balance sheet
and study of valuation metrics. This is supplemented with
analysis of technical indicators to arrive at investment decisions.
This blend of qualitative & quantitative analysis undertaken
in conjunction with macro-economic & bottom up analysis
allows us to provide consistent superior recommendations.
Our recommendations are
a result of both our in-house proprietary research supported
by relevant external research. Our interface with the management
includes research meetings, analyst meets, AGM participation,
telephonic and email discussions.
revolves around maximizing
risk-adjusted returns for our clients in the long term. Through
solicited responses, we classify risk averseness of our clients
into the following categories:
Based on the above, we recommend portfolios that
are in sync with your own risk profile & time frame.
As we don’t live in
a static world, these portfolios developed at the beginning
of our relationship will also metamorphose in terms of market
capitalization of investments within the portfolios, their
riskiness as well as a number of other important characteristics.
Through ‘re-balancing’, we bring these portfolios
in tandem with your risk taking propensity at the time of
re-balancing & time frame.