1. Capital Appreciation
Tailored for important financial milestones such as Child Higher Education, Home Purchase and Retirement.
We follow a systematic process of portfolio allocation, monitoring and re-balancing for every client. The process ensures that we are always on top of your portfolio while you are busy with your life, so that corrective action can be taken in time, in the event of a market meltdown or fundamental changes in the portfolio constituents. As a result, your investments compound at rates higher than any other investment asset class such as Direct equities, PMS, Index Funds, Insurance Plans, Real Estate and Gold over long term. Our key objective is to construct a portfolio that outperforms the markets sustainably while reducing volatility at the same time.
2. Passive Income
Tailored for Retirees, Businessmen and Salaried Professionals.
A tax efficient solution, designed to provide a steady monthly income stream for clients, to sustain their standard of living while protecting the initial capital invested for the goal duration. The solution is designed for significant tax savings vis-a-vis the conventional products used for income such as Fixed Deposits, Post office savings and real estate, for clients in the higher tax brackets.
3. Capital Preservation
Tailored for Pre-Retirees, Retirees, Businessmen and Doctors.
A conservative investment solution, designed to prevent capital loss, beat inflation via nominal capital appreciation and most importantly, provide immediate cash flow for emergencies and short-term income needs. This solution is tailor made for pandemic like scenarios where your income flow is impacted due to sudden demand and/or supply constraints and especially for clients who retire within the next 5 years.
Ideal for goals with 3-5 Years Investment horizon or where wealth preservation is more important than aggressive growth in wealth.