How we work
Risk profiling

Risk profiling

Determine your risk profile and your short/long term goals using the Morningstar risk assessment questionnaire

Risk profiling
Asset Allocation
Asset Allocation

Asset Allocation

Portfolio diversification in line with your risk profile
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Investment Solutions

Products and services that are aligned with your asset allocation
Traditional products

Traditional products

  • Mutual funds (Direct & regular plans)
Capital markets

Capital markets

  • Equity Services
  • Derivative strategies
Fixed income

Fixed income

  • GOI / SOV
  • AAA / AA + / A
  • High Yield
  • Unrated / Unlisted
Structured products

Structured products

  • Fixed coupon / PR based
  • Principal protected / Non-Principal protected
  • Index / Single stock / Stock basket / Commodity based
Research & Execution Capabilities

Research & Execution Capabilities

  • Due diligence of investment opportunities
  • Fulfilment capability
  • Reporting capability (Portfolio analytics)
  • Mobile/Desktop interface
Real estate

Real estate

  • Real estate funds
  • High yield NCDs
  • Real estate broking
Alternate investments

Alternate investments

  • PF / VC funds
  • Distressed funds
  • Structured credit
PMS / AIFs

PMS / AIFs

  • Equity / Debt
  • Long-short funds
  • Long equity
Offshore

Offshore

  • Investments approved under LRS
Portfolio Review
Portfolio Review

Portfolio Review

Get a complete picture and periodic review of your investments
Sample Portfolio Review