Risk profiling

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

Asset Allocation

Portfolio diversification in line with your risk profile

Investment Solutions

Products and services that are aligned with your asset allocation

Traditional products

  • Mutual funds (Direct & regular plans)

Capital markets

  • Equity Services
  • Derivative strategies

Fixed income

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

Structured products

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

Research & Execution Capabilities

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

Real estate

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

Alternate investments

  • PF / VC funds
  • Distressed funds
  • Structured credit

PMS / AIFs

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

Offshore

  • Investments approved under LRS

Portfolio Review

Get a complete picture and periodic review of your investments