“In the short run, the market is a voting machine, but in the long run it is a weighing machine” Benjamin Graham.
Private Equity management- Make you Partner in Great Businesses at Low Cost & Transparency
A stock (also known as "shares" and "equity) is a type of security that signifies ownership in a corporation and represents a claim on part of the corporations assets and earnings. Stocks of good companies have a proven history of giving multi bagger returns over the long term. Stocks portfolio holding carry no expense ratios and hence are cost effective in comparison to managed equity option like MF, AIF & PMS. We will create and manage stock portfolio for you with combination of both large- blue chips and upcoming companies by charging minimal fee, as greater transparency in comparison to MF, PMS and AIFs.
Mutual Funds:-Professional Management Diversification & Transparency
Mutual Fund is one of the easiest investment solutions to invest in Equity & debt market. They offer Professional portfolio management, diversification, transparency and long run wealth creation A mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets.. A mutual fund may invest only in equities or debt instruments or a mixture of the two, also called balanced funds. We will help you build the right mutual fund portfolio according to your long term requirements in line with SEBI categorization, including debt funds.
ETF/Index Funds- Passive Low Cost Investment Option
ETF & Index Funds are passive investment options that are designed to track & replicate a particular Index. ETF & Index funds are free from fund manager biases and give us low cost, clear exposure on the selected index / market category. ETF are popular in efficient developed markets, where transparency is one of the key attributes. Indian ETF market is evolving and we may have more option in coming years. ETF, or exchange-traded fund, is a marketable security that tracks an index, a commodity, bonds, or a basket of assets. An index fund is a type of mutual fund with a portfolio constructed to match or track the components of a market index, such as the NIFTY/SENSEX etc.
PMS – Provide Focused Investment Approach
PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients, instead of clients managing it themselves. PMS funds have more focused equity stock portfolio and are generally aggressive as compared to MF. They offer opportunity to invest in particular equity idea, theme and approach. They are generally suitable for seasoned investor who understands direct equity and its risk as well.
Structure Products- Designed to Facilitate Highly Customized Risk-Return Objectives:
Generally Structured Products are hybrid investment options, which uses derivative instrument either to reduce the risk on equity investment or to enhance returns on fixed income instrument. They are investment vehicles based on basket of underlying securities, such as derivatives, equities, debt, commodities indices, currencies, or any combination thereof. Structure Product are flexible and tailor made investment alternative that allows exposure to multiple asset classes and risk profiles.
Alternative Investment Funds: Suitable for Financially Aware Ultra Rich Investor:
Alternative investment Funds or AIF means any fund established or incorporated in India which is privately pooled investment vehicle which collects funds from sophisticated investors, for investing it in accordance with a defined investment policy for the benefit of its investors. AIF are not regulated by SEBI regulation 1996(Mutual Funds), SEBI regulation 1999 (Collective Investment Schemes) or IRDA and thus provide more flexibility to fund manager. At the same time investment in AIF are less flexible and complex as compared to traditional investment like MF etc.
Private Equity/Unlisted Placements:
We also help you identify unlisted space opportunities. Unlisted opportunities are highly risky, but can be highly rewarding. They are suitable for highly aware customer who can afford to take risk on their capital
“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” Warren Buffet.
Fixed Income plays an essential role in an investor’s portfolio. They help you build your wealth at low risk with secure returns, safety, convenience & tax benefits. Diversification is a basic concept of financial planning and fixed income products come in handy to help us achieve this objective. We offer a range of fixed income solutions to suit every portfolio.
Fixed Income Investment Options:
Debt Mutual Funds- Tax efficient- Offer Liquidity & Investment Choice
Debt Mutual Funds mainly invest in a mix of debt or fixed income securities such as Treasury Bills, Government Securities, Corporate Bonds, Commercial Paper, NCDs (non-convertible debentures) & Money Market Instruments and other debt securities of different time horizons according to fund’s investment objective. Since the Debt mutual funds have more predictable returns, they are considered low risk. The returns of a debt mutual fund comprises of interest income & capital appreciation/depreciation in the value of the security due to changes in market dynamics. Debt funds offer plenty of investment choice for investing. One should choose the debt funds based on their expected time frame of investment, credit quality of debt fund portfolio, investment corpus/size of debt fund & fund managers track record. Debt funds are tax efficient as compared to bank fixed deposit, as they offer Indexation benefit after three years.
Debt Mutual Funds- Tax efficient- Offer Liquidity & Investment Choice
Debt Mutual Funds mainly invest in a mix of debt or fixed income securities such as Treasury Bills, Government Securities, Corporate Bonds, Commercial Paper, NCDs (non-convertible debentures) & Money Market Instruments and other debt securities of different time horizons according to funds investment objective. Since the Debt mutual funds have more predictable returns, they are considered low risk. The returns of a debt mutual fund comprises of interest income & capital appreciation/depreciation in the value of the security due to changes in market dynamics. Debt funds offer plenty of investment choice for investing. One should choose the debt funds based on their expected time frame of investment, credit quality of debt fund portfolio, investment corpus/size of debt fund & fund managers track record. Debt funds are tax efficient as compared to bank fixed deposit, as they offer Indexation benefit after three years.
Bonds & Debentures
Debentures are debt instruments issued by companies to raise their funds for short or medium term. Debentures can be secured, unsecured convertible and non convertible. Bonds are contracts issued by government bodies to raise funds for medium to long term. Bond offers lower interest rate in comparison to debentures. Bondholders do not receive periodic payments and receive the principal plus interest at the end of the term whereas debenture holders receive periodic interest payments. Bond is a long term debt instrument that promises to pay a fixed annual interest over a specific period whereas debenture is a medium term debt instrument. Debentures can be convertible into equity shares while bonds are not. Among debentures, NCD are popular choice as they offer higher interest, flexibility and moderate risk. Savings Bonds (taxable RBI bonds) and tax free bonds issues by government enterprises are popular in bond segment.
Corporate Fixed deposits
A Corporate FD is a deposit invested in a company for a fixed period of time. Both, Financial Institutions and Non-Banking Finance Companies (NBFCs), accept such deposits. Companies usually invite FDs when they want to raise capital for the company. We offer a range of Corporate Fixed Deposits of varying tenures, interest rates & institutions to suit your investment needs. They usually offer higher rates than fixed deposit and come in tenure from 1- 7 years. Though in comparison, NCDs are better option than corporate fixed deposit as they are more liquid, secured and credit rated
Debt structure/PMS & AIF
Today there are many options to investment debt oriented structures, PMS and AIF. They generally provide better returns as compared to Debt MF & other fixed income options, but at same time are more complex, have restricted liquidity and suitable only moderate for high risk investors.
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