Our Values
The ABC behind our thinking.
Alignment
Alignment of interests is the outcome of an equitable structure, not tall claims. Your interests need to be our incentives, leaving no room for ambiguity. As SEBI Registered Investment Advisers we always,
✔ strive to minimize investing costs since we get paid net of them.
✔ disclose conflicts of interest to have an enduring relationship with our clients.
✔ invest our own money in the same strategies we recommend to our clients.
Behaviour
Defining a good financial plan is not enough. Sticking to it can be a challenge. Behaviour is the key to overcoming this challenge. We understand that as advisers we shape the investing behaviors of our clients and strive to,
✔ educate them about markets to build their confidence in investing.
✔ discuss the workings of our investment strategies with them to keep their expectations realistic.
✔ take and factor in their views because collective intelligence is more aware than any team.
Calibration
Good investing is not only about returns. It is how we get them. Sophisticated investment results require calibrating volatility and drawdowns, while meeting the investor’s needs. To generate these results we employ,
✔ Dynamic Asset Allocation because asset classes act complementary to each other from time to time.
✔ Tactical Management because markets are cyclical in nature in the long, medium, and short term.
✔ Barbell Strategy because the average of low and high risk is better than taking up middling risks.