Investment Management

“Long term capital appreciation with prudent risk management.”

Disciplined Approach

Disciplined asset allocation and periodic rebalancing of portfolios supported by well researched in-house views.

Manage Risk While Seeking Returns

We believe that risks should not be taken without adequate compensation and therefore, every asset class in the portfolio should improve the returns while balancing the portfolio risk.

Liquidity

Liquidity is one of the most important factors for us. All the assets in which we invest can be liquidated in a very short span of time.

Our Investment Philosophy

Goals and Objectives

A clear analysis of the investment goals of our clients enables us to formulate a structured approach to achieving those goals. In managing their assets efficiently, Our team spares no effort in the due diligence that goes into identifying investment opportunities that address our clients’ needs.

Investment Policy

We chart out the financial needs, risk tolerance and time horizon to customize investment matrices and options for our clients. Keeping communication lines open with our clients help to operate on a seamless interaction-based progress pattern that augurs well for the investment and the relationship.

Portfolio Strategy

At our team, risk-adjusted returns touch new levels of stability, based on client expectations. We carefully tailor the investment framework to effectively achieve the desired returns and our strategies are uniquely customized after thoroughly studying several economic factors. This helps with accurate allocation of assets in pre-determined investment patterns.

Our Investment Process

Our investment committee is responsible for Portfolio creation, management and underlying investment selection on behalf of our clients to ensure that all investments and portfolio decisions align with our investment philosophy.

Portfolio Creation / Construction / Design

We follows a structured Portfolio construction process that benefits from the experienced in-house investment management team. Our main focus is to build a portfolio that resonates with the client’s investment objectives while providing optimal risk-adjusted returns. Our view is based on in-depth market research that sets the longer-term Strategic Asset Allocation for the funds.

Strategic Asset Allocation

We aim to maximize returns, relative to risk over the long term. Our SAA serves as a template for allocating to major asset classes, including equities, fixed income and alternative assets. Each investment within these asset classes are continuously monitored. The overall portfolio seeks to enhance returns while managing risks.

Tactical Asset Allocation

Markets are not rational or efficient at all points in time. We make timely tactical allocations to take advantage of current market conditions that give rise to anomalies. The TAA strategies are implemented by either going underweight or overweight on certain asset classes/investments/sectors/geographies.

Risk Management

Highly disciplined risk management and risk budgeting are core to our entire investment process.

Manager Research and Selection

We rely on our highly dedicated investment team to assess best in class assets. The team goes through a rigorous process to identify asset classes that best express our high conviction investment ideas.

Diversification

We believe that heavily concentrated portfolios are often an inefficient use of capital. Hence, we diversify into multi-asset class, equities, bonds and alternatives with daily liquidity options. This diversified approach helps expose investments to various investment styles, strategies and positioning to cushion for any market volatility.

Monitoring & Review

We monitor each asset class & investment within the asset class through an ongoing analysis. The performance reports and detailed statements are communicated to the clients at regular intervals. Our monitoring and review methodology ensure that risks are identified well in advance and timely actions are taken.