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Since 2010, we have been managing financial portfolios of individuals as well as institutions. We work closely with our clientele by providing best-in-business financial expertise to help them manage uncertainties and invest judiciously.
With our extensive range of nifty, sensible and futuristic investment solutions, we are always ready to face uncertain financial climate.
We believe our growth relies on the growth of our clients.
Not
just by generating wealth, but also by enriching lives.
For us, our clients are more than just an account number.
We understand that every client has unique objectives. To respect and protect their economic realities, we design our products and services as per their distinct identity, personality and aspirations.
In short, our financial solutions are one-of-a-kind. Just like you.
We pride ourselves on the brands we’ve been able to cultivate relationships with. They are India’s leading financial services brand including asset management firms, insurance companies, credit houses, and fintech corporations.
The Art of Investing
Successful investors across the world follow a well-defined investment strategy. There is no ‘one size fits all’ strategy. Instead, they envision, design and follow an investment strategy, to the T. As an investor, you must learn from your investment mistakes and include the lessons learnt therefrom into your investment strategy.
Major Mutual Fund Mergers and Acquisitions in 2022
Combining two or more mutual fund schemes or plans is a common practice. These mergers are done to rationalize costs, to improve the performance of one or more schemes or for a variety of other reasons. But often, these mergers and acquisitions are business decisions that seek to increase the asset under management or increase market share.
Popular Financial Ratios for Fundamental Analysis of Stocks – Part 2
As a part of our commitment to deliver an easy-to-understand series on various financial ratios for you, and buoyed by the appreciation received for the first part of this series – here is the second part of our coverage of popular financial ratios for fundamental analysis of stocks.
All You Need to Know About Travel Insurance
Travel insurance is an insurance category that is designed to meet the needs of travellers. It covers the risks that one may face during travel. A typical travel insurance policy covers hospitalization, other medical expenses, loss of luggage or documents, flight cancellations or disruptions, and various other travel-related losses.
A Lookback at the IPOs in 2022
From AGS Transact Technologies in mid-January to the likes of Radiant Cash and RBM Infracon, Indian investors had the opportunity of investing in many Initial Public Offerings (IPOs) during the year. This is how 2022 looks in numbers, as far as IPOs are concerned.
An approach to designing your investment portfolio
Investing in your surplus fund is the best way to make money work for you. Investments grow through interest or dividend income earned, depending on whether you choose debt or equity investments. But then, no one invests all their money in one investment. After all, why would you invest in a single type or category of investment and expose yourself to market risk?
Festival of Delights
The festival season around Diwali is around the corner and each one of us is gearing up to celebrate it to the fullest. The popular festival of lights can be a special occasion in more ways than one. Gifting and celebrating together is always a special feeling, where we get to spread joy among our loved ones. This is also an occasion which we can use to be extra considerate about the financial future of our friends and family. Yes, you guessed it right. With careful thought, we can turn this festival of light into a festival of delights for everyone around us.
Popular Financial Ratios for Fundamental Analysis of Stocks
Financial Ratios are the most pivotal part of the fundamental analysis of any stock of a company. These are numerical values collected from the financial statements of a company. They provide insight into the key financial factors like earnings, valuation, dividends, profitability and many more.
Dematerialisation of Insurance Policies
The Insurance Regulatory Development Authority of India (IRDAI) has mandated that all insurance policies will be dematerialised. This could become applicable for new policies by the end of this calendar year, and for existing policies by the end of 2023. Most of us are familiar with the term dematerialised, and familiar with its features and advantages, having seen it already in the share market.
Rakesh Jhunjhunwala – Dalal Street’s RARE icon bids adieu
On the morning of 14th August 2022, the Indian financial world woke up to the shocking news of the death of investor extraordinaire Mr. Rakesh Jhunjhunwala. Suffering from multiple health issues related to heart, diabetes and kidney, Jhunjhunwala passed away at the age of 62 in Mumbai’s Breach Candy Hospital. Despite his relatively short life span, Mr Jhunjhunwala leaves behind a chequered legacy that will continue to guide and inspire budding traders and investors for generations to come.
Sahi Hai
Solution Oriented Mutual Funds
Mutual funds are considered one of the most effective investment avenues as they offer professional management, diversification, and asset allocation. They offer the convenience of investing and economies of scale to investors at large. Currently, the Indian Mutual Funds industry at large manages the assets to the tune of INR 39.50 trillion.
Rainbow of Possibilities
We live in a brave new world where possibilities are endless. When it comes to investments, gone are the days when our earlier generations didnʼt have much to look beyond real estate, fixed deposits, gold and a few blue-chip stocks. While these well-known investment options remain, numerous lesser-known investment products are ready to diversify your portfolio and test your financial acumen. What this article does for you is spread across a rainbow of possibilities. The possibility of investments can be the possibility of growth, the possibility of steady and high returns, the possibility of wealth preservation, and eventually the possibility of a secured financial future.
Growth is Gradual
Mutual fund investors can buy fund units in a lump sum or through an SIP. A Systematic Investment Plan is where you invest a fixed amount in predetermined funds regularly.
Promise of a Secure Tomorrow
A regular income flow cannot be taken for granted. Salary income ends with retirement, and even business or professional income canʼt be a certainty for life. This is why people focus on saving a portion of their income so that they maintain financial stability even after retirement or job loss. There are various ways you can invest to get an assured future income. All you need to do is explore this rainbow of opportunities. However, in this article, we stick to one such option. A tried and tested form of investment that has gained immense popularity for generations in India is the Guaranteed Income Plan.
Shared Opportunity
Fractional assets are assets where the ownership can be held by many individuals in percentages. Assets are sold to prospective asset owners in small fractions or percentages.
Two Sides of the Same Coin
We often get news about the changes made in the repo and reverse repo rates by the Reserve Bank of India. Changes in these rates have an immediate effect on the economy, be it the stock market, our savings and investments, business plans etc. This happens because repo and reverse repo rate can dictate the flow of money in the economy.
Seek and you shall Find
Interest received is the main source of income for banks and financial institutions. They generate interest income through the loans and advances offered. The big-ticket loans offered to industries and corporates are a major source of interest income.
Healthcare Opportunities
As the dust settles down on a rampant pandemic, we can now take a moment to look back at its impact on healthcare in India as well as globally. It may be agreed that the COVID-19 virus took global healthcare off-guard. The world at large was not prepared to handle a crisis of this magnitude.
Invest in the next UNICORN
A private company that has not yet gone public, can still hold access to investors to buy its unlisted shares. It means you can invest in the company before its initial public offering (IPO). Investors can buy promising unlisted shares with the hope of future gains.
no MORE worries
The world was no less surrounded by dreadful diseases and unseen medical emergencies, now that the Covid19 pandemic has supplemented the predicament. With the rise of health issues and declining economic conditions, the human race has woken up to secure their lives in every possible way.
Sustainable Investing
ESG stands for the non-financial parameters namely Environmental, Social, and Governance while investing. These parameters are increasingly becoming relevant to identify material risks and growth opportunities
Managing money
in the time of crisis
Let’s face it, you're stuck at home for the past few weeks. For many Indians, this will be a reality for the next several weeks or longer. If there’s an advantage of being at home, it could be some spare time to spend on your money.
Safeguard your MF Portfolio.
From Coronavirus and
yourself.
The Coronavirus pandemic is creating disruptions across the
economy and businesses
Financial markets across the globe have been hit by
volatility, about five times more than normal, on the back
of the COVID-19-induced health and economic concerns.
Make your credit score
work for you
A credit score is a measure of an individual’s ability to pay back the borrowed sum of money. It is the numerical representation of their creditworthiness. A credit score is a 3-digit number that falls in the range of 300-900, 900 being the highest.
We desire to work with people who want to achieve financial freedom.
People who want to be challenged; and challenge others in return for
that upward curve. People who respect, understand and trust each other
in a team.
Does that sound like you?
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