Research & Advisory
Equity Portfolio ServicesEquity Portfolio Services
We use various research methods such as in-depth Company and sector analysis, peer and industry analysis, trend analysis and quantitative modeling and valuation. The combination of our methods and research helps our client to maximize their returns.
Our portfolio aims to follow “buy and hold’’ approach.
Investment Philosophy where we ask our client to invest:
Investment strategies:
- Factor based investment
- Investment goals – Long & short-term goals
- Assessing risk comfort level
- Selection of portfolio (Mix of debt & Equity- Asset Allocation)
- Diversification (Selection of Industries and selection of company)
- Continuous portfolio monitoring
- Risk Control & Liquidity
Mutual Fund Investments
We provide Mutual Fund Investment guidance for different objectives like Wealth Creation, Goal based investment (purchasing a car or house, children’s education, Vacation, wedding) Tax planning (ELSS), Retirement planning.
Mutual Fund Investment advice needs to invest through SIP or through Lump sum Investment.
- Recommendations based upon clients need after risk profiling and assessment- Churning or switching of recommended fund if required
Debt Orient Mutual Fund |
Hybrid Mutual Fund |
Equity Orient Mutual Fund |
| - Liquid Fund | - Equity Orient Balanced fund | - Diversified Growth Fund |
| - Gilt Fund | - Debt Orient Balance Fund | - Sectoral Fund |
| - Floating Rate Fund | - Children Plan | - Tax Saving Fund |
| - Short Term Bond Fund | - | - Large Cap, Mid cap |
| - Income Fund | - | - Multi cap, Small Cap |
| - Monthly Income Fund | - | - |