The traditional avenues to invest money and create wealth. Even though traditional and well known to all, this products are the finest ways to invest and create wealth. Same products, but worked on differently by each investor we bring our expertise to the table for each of the product.
Strategies For Investment Solution
Direct Equities
Investments made by investors directly in the stock market for buying the company shares.
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Mutual Funds
Company that brings together money from many people and invests it in stocks, assets
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Fixed Income
Investments that pay investors fixed interest or dividend payments until its maturity date.
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Unlisted Shares
Investments into shares of companies or assets that are not traded on the open market
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Alternative Investments
Supplemental strategies to traditional long-only positions in stocks, bonds, and cash.
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Global Equites
Invest in some of the fastest growing companies in the markets such as the US stock markets
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Equities remain a preferred asset class to create wealth and beat inflation. Our equity recommendations are structured to achieve this objective. We look for companies that have delivered consistent growth, sustained their competitive advantage, and leaded by top quality management, with solid balance sheets, Cash flows and ROEs. Our recommendations are based on clients risk profile, his approach towards wealth creation and his liquidity concerns. We have a very client centric approach when we recommend them equities. The proposition is a blend of bottom up ideas generation and top down tactical views based on Macro- economic factors. Our Advisory team helps investors restructure their existing portfolios, recommend the clients to prune their positions and regularly update the client on the stocks held by them. Our advisory is backed by in-depth research and analysis that is conducted on an ongoing basis.
Mutual Funds
We believe that every mutual fund scheme is different in terms of its DNA, sectors, themes and the fund manager who manages the scheme. We try and understand from fund managers their thoughts on markets, the philosophy with which they manage the scheme and try and align this with our client’s goals. We curate a basket of mutual funds, based on our client’s goals, that is well diversified across AMCs and managed by reputed fund managers focused on capital appreciation across market caps, sectors and themes. We also periodically monitor the clients’ portfolios to revalidate our conviction in the constituents of our selection.
Fixed Income
We monitor the global macro-economic environment as well as domestic credit and monetary policy to predict the outcome and recommend our clients the most optimal instruments to meet their return objectives on an acceptable level of risk. We also monitor the yields on continuous basis to recommend any changes in the client allocation and to take benefit for changing interest rate. We recommend our clients to invest in a mix of debt instruments to maximize overall yield and to reap the benefits of diversification. Fixed Income Products
- Liquid Funds
- Ultra Short term Funds
- Banking & PSU Funds
- Income Funds
- Long duration debt Funds
- Credit Risk Funds
- FMPs
- Debt Papers
- Govt. Tax-free Bonds
- Taxable bonds of PSUs
- Corporate Bonds
- Commercial Paper
- Sec 54EC Capital Gains and Infrastructure Bonds
Fixed Income
We monitor global macro-economic environment as well as domestic credit and monetary policy to predict the outcome and recommend our clients the most optimal instruments to meet their return objectives on an acceptable level of risk. We also monitor the yields on continuous basis to recommend any changes in the client allocation and to take benefit for changing interest rate. We recommend our clients to invest in a mix of debt instruments to maximize overall yield and to reap benefits of diversification. Fixed Income Products.
Mutual Funds
- Liquid Funds
- Ultra Short term Funds
- Banking & PSU Funds
- Income Funds
- Long duration debt Funds
- Credit Risk Funds
- FMPs
Bank Fixed Deposits
- Debt Papers
- Govt. Tax-free Bonds
- Taxable bonds of PSUs
- Corporate Bonds
- Commercial Paper
- Sec 54EC Capital Gains and Infrastructure Bonds
Unlisted Shares
We offer our clients a chance to own fundamentally strong businesses even before they are listed on stock exchanges. We curate investment opportunities in companies which are reasonably valued and are on verge of an IPO leading to massive unlocking. Our advisory is based on thorough research and sound investment thesis, with a time bound exit plan. We offer our clients potential to invest in fundamental sound business before value unlocking happens and they can reap the benefit of creating wealth on successful IPO. Link to website.unlistedshares website.
Alternative Investments
Private Equity and Special Investment Opportunities provided through funds or structures managed by our investments partners for clients looking for wealth creation and commitment to the funds for long term. Investments in Private equity funds are characterized by very long term investments and limited liquidity but bring diversification and Superior Returns. Our clients have been able to co-invest along with major PE funds in companies offering tremendous opportunities. The funds scale, patience and expertise provide a comparative advantage and opportunity for clients to invest in coveted companies with high growth multiplier.
Global Equites
Global Equity markets like US stock markets provide an opportunity to invest in some of the fastest growing companies in the world like Apple, Google, Amazon, Tesla, etc. which are known for their technological prowess, Innovation and leadership. In addition to investing in US based companies, they provide access to invest in a large number of global companies which are listed on the US stock exchanges. Through the digital trading platform, clients can avail a seamless global investment experience with smooth account opening, swift order placement and also credible research and reporting.The client can chose to directly invest in their favorite stock or explore prebuild stacks based on thematic portfolios. Stacks provide a start to someone looking to start investing in these markets.
Benefits of Investing in Global Markets
- Internationally Diversified Portfolio Opportunity to diversify portfolio to take part in global companies.
- Fractional Investing Can buy stocks with big price in fractions through the opportunity of fractional Investing.
- Dollar Hedging Investing in dollar denominated portfolio enables to benefit when the rupee is depreciating against the dollar.
- No Double Taxation By Virtue of the Double Taxation Avoidance Agreement (DTAA), the client pays taxes in only one country.
