About Us
We have been guiding our client's unique investment needs , as a client's of ours , you benefit from our strategically diversified, well-calibrated portfolio of mutual funds designed to help enhance portfolio performance in any market climate.We hope to provide clarity regarding how our invetment philosophies and process can help you gain confidence in your financial future .
To Our Client's
We believe the key to successful long term investing is minimizing losses rather than chasing maximum gains by using a multi-manager investment approach and considering your risk tolerance , we provide the flexibility needed to help you pursue your investment objectives and time horizon .Our unbiased ,innovative strategies help you develop a customized investement strategy to help you pursue your goals.
With ever-changing markets, the necessity for an actively managed ,professionally monitored and diversified investment approach is more important than ever before .We look forward to serving your needs.
Sincerely,
Peeyoosh Rai
MBA,NISM VA
AMFI-Registered Mutual fund Distributor
ADVANTAGE OF INVESTING WITH US
We approach investing deliberately . We do not attempt to time short-term market swings ,a method that can often produce more inconsistent results.We work hard to deliver above -average performance and strive to balance your portfolio to diversify among various asset classes and marker sectors.
We explain your investment options in clear ,easy -to-understand terms.We believe it is important that you understand each investment decision and are satisfied with the portfolio we create.
we continually monitor your portfolio .By tracking market research and analyzing key qualitative and quantitative data that can impact your strategy ,we help ensure you remain on an appropriate path .
THE IMPORTANCE OF ASSET ALLOCATION
According to the study ,more than 90 % of your portfolio results are determined by asset allocation decision you make while security selection ,market timing and other factors account for less than 10% of your portfolio results .
Based on a study by Brinson,singer ,Beebower, published in the fiancial analyst journal ,May/June1991.
Our Unique investment process ,using asset allocation as a basis,allow us to more accurately measure the risk of the portfolio in terms of volatile, as determine expected rate of return.
Through this process , we can analyze your current portfolio , measure your portfolio risk and the rate of return you should realistically expected to receive , and develop an optimized portfolio recommendation for you .We design an optimized portfoio based on your risk tolerance and expected return .
ASSET ALLOCATION DOES NOT ENSURE OR PROTECT AGAINST LOSS.
OUR ASSET ALLOCATION PROCESS
We pay attention to every details throughout our asset allocation process ,and regularly monitor your investment portfolio so that your allocation is aligning with your financial goals and the current ecomnomic environment .
Discover your oblective
By discovering and understanding your risk tolerance ,liquidity and cash flow needs ,and future goals ,we assist you in determining the investment return you needs to pursue your goals.
Evaluate and measure risk and return
Through our investment data and resources ,we are able to evaluate and measure the risk and return associated with each potential investment and its possible affect on your overall portfolio.
Develop your asset alocation strategy
We help you make well-informed investment decision consistent with our objectives ,your desired investment return ,your risk tolerance ,and your liquidity ,cash flow , income and appreaciation needs.
Create and implement your investment policy
We present you with customized investment policy and begin to invest your capital in the asset classes we agree upon .
Monitor your investments
On an ongoing basis, we assess and monitor your investment allocation and make sure your portfolio remains compatible with your objective .As the markets fluctuate or your needs evolve ,we may reblance your portfolio or change your portfolio investment model allocation to help enhance portfolio performance .
Disclaimer-Mutual Fund investments are subject to market risk ,read all scheme related documents carefully.