We dynamically manage your investments between debt and equity mutual funds so that your capital is always protected. We seek to provide you with returns that are consistent and competitive.
Our Investment Approach
In the short run, the market is a voting machine but in the long run it is a weighing machine. – Benjamin Graham
There are times when you should invest in the market and there are times when you should stay away. Based on our proprietary model, we dynamically manage your investments between equity and debt so that your capital is protected.
This article explains our asset allocation strategy – click here
What are the triggers?
When the newspapers are filled with negative information about the stock market, we prefer investing in small and mid-cap stocks. And when every person around is talking about the stock market, we prefer debt.
Before we rebalance the portfolio, we consider taxes so that the alpha belongs to you and not to the income tax department!
- Equity Mutual Funds
- Ultra short and short-term Debt Mutual Funds
Rs 25 lakhs invested in Jan 2013 has grown to Rs 49.5 Lakhs in Jan 2018.