OUR SERVICES
We are a one-stop shop for all your equity investment needs including direct stocks and mutual funds investing. We also help our clients with comprehensive financial planning for their entire investment corpus using bucket strategy.
Equity Advisory
We have curated bottom-up research based 15-stock portfolio with a long-term view keeping portfolio churn to a minimum. We treat ourselves as owners of these businesses and do not intend to sell our investments unless our investment view on the company undergoes a change permanently. The focus is on longevity and sustainability of returns rather than quantum of returns.
Mutual Fund Advisory
We have selected top 3 MF schemes in each of the category like Liquid, Balanced Advantage, Large-Cap, Mid-Cap and Small-Cap. We do not change our MF recommendation until the scheme objective, fund manager, top companies undergo a material change. The focus is on longevity and sustainability of returns rather than quantum of returns.
Financial Planning
We help our clients with comprehensive financial planning as well helping them achieve their financial goals keeping the risk profile and adequate margin of safety in mind. We also do regular overview of your financial plan and rebalance the asset allocation as and when required.