Our investment philosophy centers on the specific investment mandate of our clients. Keeping in view a long-term investment horizon, we aim to amplify return while keeping the risk in check.
The fine art of strategic investments across numerous types such as regular savings, stocks, property and assets.
Our portfolio management style involves building and overseeing a selection of investments that will help our clients achieve their goals within their desired length of time and their risk appetite.
A systematic investment plan (SIP) is a strategy in which investors put money into a mutual fund, an ETF, an index fund etc. SIPs allow investors to save more frequently with a lower amount of money while still reaping the benefits of dollar-cost averaging over time (DCA). An investor who uses a DCA approach buys an investment using periodic equal transfers of funds to progressively create wealth or a portfolio. This strategy has proven to outperform lump sum investments during bear markets.
The investment of a single lump sum of money in one trade/purchase, for a fixed period of time. Investing all of your money at the same time is beneficial because you’ll gain exposure to the markets as soon as possible and when markets are going up, putting your resources to work right away takes full advantage of market growth. This can be,