Investments Strategies
Aligned to Your Financial Goals
Markets are dynamic & volatile. The direction of markets can change frequently.
With our knowledge & expertise, we use a quan titative driven, process-oriented approach to ensure that your investments are aligned to meet your investment goals.
Our core philosophy follows the four key principles.
Rule-Based Approach
We observe markets and adapt to market dynamics with our rule-based approach. By leveraging quant driven analytics & human expertise, we safeguard your investments against risks and align to your investment goals.
Satellite Approach
Every 2 out of 3 actively managed large-cap funds underperform. Some of the key contributing factors behind this are the fees, style drift and persistence in performance.
This approach combines the best of active-passive investment strategies. While passive investing focuses on asset allocation, active investing focuses on bottom-up security selection. The factor investing tilts a portfolio to an investment style or factor like Value, Momentum, Quality etc.
Periodical Rebalancing
Periodical rebalancing is done to adapt to market conditions. The rebalancing approach also comes in handy in times of adverse market conditions & aids as a tool to diversify risks.
This strategy ensures that winners stay & losers go & the investment corpus is geared to grow in the direction of meeting your investment goals.
Overcoming Behaviour Gap
The behaviour gap refers to the cognitive errors that can adversely affect investment decisions.Herding
Mimicking the actions of a larger group
Anchoring Bias
Relying heavily on the first piece of information received
Confirmation Bias
Ignoring information contradictory to prior beliefs
Disposition Effect
Selling winners to early & holding losers for really long, in the expectation of ‘comeback’
These gaps cause pricing inefficiencies and irrational behaviour. This leads to a gap between what investors can achieve vs what they actually achieve.
Let’s take a look at the time Sensex has spent in different PE bands (closing basis)
Mr. Market offers us opportunities at Cheap, Fair & Exorbitant prices.
2% net flows in equity mutual funds in the cheap markets.
Do we really buy low and sell high?
Our investment strategies offer a combination of a core & satellite portfolio for investors to create long term wealth by diversification, appropriate asset allocation & consistent monitoring.
Our investment strategies offer a blend of actively & passively managed portfolios, balancing growth and security.
Investment Strategies