PUBLIC
EQUITY
RISK AND RETURN ADJUSTED
PUBLICLY TRADED
INVESTMENT SOLUTIONS



INDEPENDENT INVESTING

STOCK PICKING
Our unique stock-picking techniques help our clients to gain a better insight into the security selection. We deploy in-depth analysis through various corners while selecting and adding the stock to our client's portfolio.
Core pillars of our stock picking techniques involve balancing:
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Riskiness at the portfolio level
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High growth and value picks
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Thematic vs evergreen stocks
CORPUS INVESTING

POOLED/ MUTUAL FUNDS
Our experienced analysts keep track of the latest as well as the expected performances of the funds across the industry.
Based on our in-depth research and the client's overall needs, we recommend and add the fund to our client's portfolio.
The cornerstone of our advisory involves:
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Professional management
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Diversified risk and enhanced return
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Thematic/ Sectoral selection
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Low entry and exit loads
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Versatility of periodicity - One time vs regular investing
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Taxation benefits
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Time and Cost saving through automated investment and withdrawal procedure