Our Methodology

We interact with you to understand and also help you define your investment goal. Based on these goals we evolve an investment philosophy and strategy suitable to your requirement. 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 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 process involves not only building a portfolio based on your financial goals but also formulating a Migration Strategy for your existing investments.

What is the cost involved?

There is no cost at all. It is absolutely FREE for you. Mutual Funds pay 'sales commission' to financial intermediaries like us who gather subscription to their funds. This is the fee that we earn. Therefore, there is no charge to be a member/investor. Your cost to get our expert advice and help is paid by Mutual Funds.

How does one get going?

We suggest a preliminary meeting OR you can also call us on 022-25792364 / 09757302384 OR you can send an email enquiry. Then we proceed to understand your investment requirements and customize an investment strategy for you. Eventually, based on your go-ahead, we proceed with the necessary formalities.

You can bank on us to ensure a healthy and disciplined growth of your money.