Investment Philosophy

We understand that each client's risk appetite is different and dependent upon factors as his or her stage of life, marital status, family situation, etc. We also encourage our clients to invest only a part of their savings and be committed to an amount that's comfortable over the long term. On our part, we strive to achieve strong risk adjusted returns for our client's portfolio. Keeping the above factors in mind,

We review, recommend and invest in the best investment products and fund houses across a wide range of asset classes.

We have a global approach and diversify across different sectors and geographies.

We follow active management for your portfolio. We are constantly studying and analyzing the market movements and accordingly derive an investment theme.

We keep a close watch on the funds chosen and will advise you on possible necessary portfolio reallocations. We will only proceed with any reallocations once we have your consent.