Bengaluru
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Before your headache over saving taxes finally turns into a migraine, we are here to help you with tax savings opportunities that assure biggest refund this financial year. Tax planning is something that can neither be done in isolation nor once a y...
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The financial planning is a path by itself to achieve future financial goals by meticulous planning. Typically, financial planning is a plan to mitigate current risks and a strategy for wealth creation and financial security over time. The process in...
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We are actively providing wealth management services to our HNI customers and Small and medium enterprise corporate customers, since inception. The Wealth Management Services covers diverse range of services that includes financial planning, investm...
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Ever thought what you want to be doing in five year's time? Ever calculated what you have achieved by the end of the day? Often people complain that their visions, intentions, dreams never get fulfill. But the fact is without goals you lack focus an...
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All of the above subject hints it's time to fill up your investment buckets and leave your money grow. We prepare investment policies for our clients based on the detailed understanding of their requirements in terms of: When almost everyone of us ...
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You must have worked really hard to give yourself and your family a rewarding lifestyle, security and an absolute peace of mind but if you haven't bought insurance all your hard work go in vain. Still think that you have done it all? What would be ...
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Fixed income securities are crucial part of an investment Portfolio. Fixed deposits represent investments that provide income largely in the form of fixed periodic payments and repayment of the increased amount at the time of maturity. Along with th...
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Fixed Deposits mobilized by the manufacturing companies are governed by the provision of section 58 A of companies Act 1956. The fixed deposits are mainly of two types viz: Manufacturing company deposits and Non Banking finance Companies deposit. The...
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Ever thought of owning your dream company? Well, all you need to do is go ahead and buy the company and lo and behold you are the owner. Equity, short for equity share, generally refers to a share of ownership in a company. Shareholders are one of th...
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In India, insurance business is divided into four classes, life insurance deals with life & general with the rest. Life - insurance upon human life, including any contract whereby the payment of money is assured on death (except by accident) or hap...
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Bonds are generally floated by government and public institutions to meet their long term capital requirement. These bonds are generally issued in the form debentures by financial and public listed companies. They are safer than the fixed deposits as...
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We strive to provide suitable investment advisory plans to meet objectives on a continuous basis along with consistent superior risk adjusted returns through our proprietary process driven dynamic asset allocation portfolio models by sticking to investments with proven track record.
All portfolios are tracked continuously. Based upon the movements of the equity and debt markets, and various other economic indicators, asset allocations are dynamically moved between cash, debt and equities in order to ensure capital protection based upon your risk appetite and investment objectives.
We premise our entire investment logic upon achieving a sound asset allocation. Depending upon your investment objectives, risk appetite, cash flow requirements and investment horizon, the asset allocation may be dynamically or passively managed.
Research shows that asset allocation explains 80% of a portfolio's returns, research 16% and timing the markets only 4%.
The next major investment principle we follow is diversification. Diversification helps in reducing the risk in the investment portfolio. Our approach is to spread the investments and attendant risk among many investment schemes / asset classes so that occasional under performance in one or few schemes / classes do not impact the overall returns. Proper diversification also ensures that no undue concentrations are built into the investment portfolio. We have prescribed limits for each exposure whether at the macro industry level or at the micro company level.
Once the investment portfolio is executed, we assiduously track them through the market varying conditions and interest rate movements, making suitable interventions wherever required only for you.
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